Jira for HR Teams

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Jira Core is one of the most versatile project management tools for business teams working at departments such as finance, marketing, sales, and – that’s right – human resources. If you’re looking for a tool that could help your HR team organize tasks, streamline workflows and boost productivity, Jira Core is an excellent pick. 

Create a workflow that matches your recruitment process

Every team has a different process in place for recruiting, onboarding, and other critical deliverables. There is no point to invest in a project management tool that forces your HR team to change their process. 

Fortunately, Jira Core is a flexible tool that can be easily adjusted to match the unique requirements of your team and its workflows. For example, you can customize the issue workflow to match your recruitment process, even if it contains multiple steps such as pre-screening, general interview, or test assignment. 

You can also use a modifiable board to create a view of your recruitment stream and customize it to get the sense of your progress at a glance. It’s also possible to create an issue for each role and then use subtasks for tracking individual candidates. 

Onboarding

One way HR teams can use Jira Core is for setting new hires for success from day one. The idea here is using the task management feature that offers a straightforward workflow which takes tasks from ‘to do’ status to ‘done.’ 

Here’s how you can do this:

• Create a task that will include subtasks for onboarding a single employee. 
• Create subtasks for everything your team needs to prepare to make sure that the new hire can start their work right away. For example, they will need a workspace, laptop, and building access card.  
• Assign all these subtasks to the relevant people who are responsible for completing them. Once they’re finished, they can mark the subtask as ‘done.’ 
• Once all the subtasks are have been completed, you can mark the parent task as ‘done.’ You can be sure that the new employee is ready to go.

Candidate tracking

Another use case for Jira Core is candidate tracking. HR teams usually receive many job applications after advertising a new position. You can create a task for every candidate applying for a job and upload all the accompanying documents such as resume, CV, cover letter, and other attachments. 

Depending on what your hiring process looks like, if the candidate is unsuccessful, you can simply place the corresponding task in the ‘done’ category. If you need to perform other tasks like interviews, background checks, or receive extra paperwork, you can mark the task as ‘in progress.’ Once you have a successful candidate, you can change the task status to ‘done’ and add comments to say that they’ve been successful. 

Naturally, you clone the task every time you have a new candidate entering into your recruitment process. 

Manage relevant files

One of the most helpful features of Jira Core is documentation tracking. When carrying out recruitment for an open position, hiring managers usually end up receiving hundreds if not thousands of applications. Moreover, every application includes more than just the CV: for example, cover letter, portfolios, letters of intent, and many other document types. 

What happens to all the documents once they landed in the inbox of your HR team? With Jira Core, managing these files is much more comfortable. All it takes is selecting a specific issue dedicated to the recruitment of a candidate and clicking the attachment icon to easily add all the relevant documents procured throughout the recruitment process such as resume, references, cover letter, as well as notes of hiring managers who have interviewed the candidate

Measure team performance

Finally, the key advantage of using a project management tool is that it allows to precise measure productivity and performance of individual team members. All the steps are documented, and all the information is aggregated in one place. It helps hiring managers to find and report on any information they need – for example, the hiring velocity or the average progress of the company’s onboarding process. Thanks to extended reports and dashboards, it’s easy to understand potential bottlenecks in your process and deal with them before they become significant problems.

I hope you find this article useful and I would love to read your comments about how you manage your HR projects!!

[Capi [resolution]]

Thanks for your contribution! I'm sure it will be helpful to many considering Jira Core for their onboarding.

[Elena Rover]

Hi! I wanted to let you know about an exciting webinar this week. Our Atlassian People team is sharing how they use our products to work smarter, orchestrating and streamlining everything from hiring to onboarding to almost all of our People ops. They show how our products are useful as well as ideas that are product-agnostic to make HR run more smoothly and help everyone in an entire org get better organized.

Check it out: Sign up here for the webinar with 3 to choose from to work in time zones around the world.  

[Mike Kendrick]

Do you know add-on where I can store employee data in Jira? I would be grateful for recommendations

[Anastasiia Kozaruk _SaaSJet_]

Hi, @Mike Kendrick 

You can try the new add-on developed by SaaSJet. HRM: Employee User Profile allows you to store all employees data in one place. Moreover, you can add public and personal info, employment details, inventory, and essential notes about every talent your company works with in card sections and fields. 

All information will be stored in Jira and you can configure access only to people who really need it.

This is a new product and our team is open to suggestions. I hope this will be exactly what you were looking for - try it for free on Marketplace.