Showing results for 
Search instead for 
Did you mean: 
Sign up Log in

Earn badges and make progress

You're on your way to the next level! Join the Kudos program to earn points and save your progress.

Deleted user Avatar
Deleted user

Level 1: Seed

25 / 150 points

Next: Root


1 badge earned


Participate in fun challenges

Challenges come and go, but your rewards stay with you. Do more to earn more!


Gift kudos to your peers

What goes around comes around! Share the love by gifting kudos to your peers.


Rise up in the ranks

Keep earning points to reach the top of the leaderboard. It resets every quarter so you always have a chance!


Come for the products,
stay for the community

The Atlassian Community can help you and your team get more value out of Atlassian products and practices.

Atlassian Community about banner
Community Members
Community Events
Community Groups

Offboarding Form

Hi all, good day. I hope this query finds you well.
Our company is currently offboarding resigned employees on their last day by requesting heads of department to sign hardcopy form, which consist of the following.

1. A copy of the form is given to the employee on his/her last day
2. He goes to HR depart to have the form validated
3. Then to IT department to have the IT assets checked , then signed off
4. Goes to Admin department to return keys ...etc , then signed off
5. Goes to ... 
In other words, the employee goes to several departments to have the offboarding form signed. This offboarding process ends with HR Department for final sign off.

I have been instructed to create a JIRA Form (Service Management) to automate the process above (other than being too manual), we are automating the process due to ensure 'social distancing' requirement is met.

Since different departments have different required information during the offboarding process (IT needs to input s/n of laptops (1) then Admin Dept enters locker numebers (2) ...etc) 

I was thinking is there anyway , once a has been approved (see screen) cap, they will be redirected to a new form (containing only mandatory fields required (eg: laptop s/n)..etc)
... In other word, there are different subforms (per individual department)
in a single offboarding request.

If this is not possible, can I then use a pre-populated text field (description) in which departments will just input the details in when it is their turn in the process.







Option 1:  Each "In progress" field will produce a subform or Mandatory pre-filled text field

Jira Form.jpg


Option 2: 

Create a custom pre-populated description field, each individual department will just input the required information 



Julia Shcherbyna _SaaSJet_
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
Sep 03, 2021 • edited Sep 07, 2021


Try to use Business Process Manager Add-on to automate the Offboarding process and collaborate people around the process.

Here is a step-by-step guide for your query:

1. Create Offboarding process template

2. Add all steps need to offboarding resigned employees, with:

  • assignee and project for each task
  • form need to submit 


3. Run the process when you need it with one click.


4. Use real-time insights to monitor your process.



This add-on is developed by my team, so let me know if this helps or if you have any questions.



Lucas Cherestal
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
Mar 29, 2023
  • So my team is working on doing better on having a good paper trail for users we off-board and onboard.

Example- Applications they had access to, Tracking that certain managers in departments when "Onboarding provide proof they added said user to an application.

Confirmation  from Managers that users were removed from certain systems when they're being off-boarded.

Looking to make these processes more seamless and have more documentation for our auditors. This seems like it could be it. 


Log in or Sign up to comment