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How to Use Forms for Pre–Onboarding Check?

When you welcome a new hire to your company, you, as a manager, have lots of things to do to onboard a new employee. It’s such a pity when he/she leaves on the first day, week, or month. To help you maximize employee retention at your company, we’ll dwell on the pre-onboarding check and how to organize it with the help of Jira.

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Why do you need the pre-onboarding check?

Haven’t you got into a situation where you simply can’t close the open job position because every applicant quits or you find out later that he/she isn’t a perfect candidate? You waste time and effort on onboarding while your organization loses money.

According to the statistics, at least 4% of hires quit after their first day, 22% of turnover occurs within the first 45, and more than a quarter of employees are willing to leave a new job within their first 90 days. 

Fortunately, you can improve the hiring success at your company with the pre-onboarding check that will help you find the best person for the job. And Jira will help you organize all the pre-onboarding activities effectively to ensure employee satisfaction and retention.

Jira Forms - effective solution for successful pre-onboarding

Well, if you want to eliminate all the above-mentioned risks for your organization, you better take the pre-onboarding process seriously. In order to understand whether the person is a perfect candidate for the open position or not, prepare a basic set of info you need to get from the job applicant before you start the actual onboarding.

You can easily do this with Forms & Checklists for Jira which is a simple and user-friendly customizable add-on that will become your HR lifesaver tool. It`s a perfect solution when you need to collect, store, and share information in one place.


Another great benefit of Smart Jira Forms for HR processes and pre-onboarding is that you can share the form even with members who don’t belong to your team or don’t use Jira. So, you can just copy the URL, send it over to your applicant and get the info you’ve required. At the same time, the info will be secured, and only users with the appropriate permission will have access to it. 


Common pre-onboarding questions you may use

  • Have you been provided with accurate information about [Company] during the recruitment process?
  • Can you please name a few reasons why you want to join [Company]?
  • What were you doing before you began working with us?
  • Do the organizational values of [Company] align well with your own?
  • Do you understand how your role contributes to the goals of [Company]?
  • Does your role match the provided description?

How to set up Smart Jira Forms for your pre-onboarding check?

The creation of your Jira custom forms is fast and simple. To create a form, Select Forms Elements from the left navigation. Here you can ✓create, ✓edit, ✓save, and ✓delete your Jira Forms.


The add-on comprises a wide variety of form elements like Text field, Action Item, Multi choice, etc., to help you customize the form to meet your needs.

Moreover, with Jira Forms, you don’t have to create a new issue every time you pre-onboard a new employee. You can automate this process by creating a Dynamic Form for Jira. To do this, go to the View form logic and set up the rules for your form from the ‘Dropdown’ menu, and voila - you have a prepared pre-onboarding check.


Thus, pre-onboarding makes it easier to understand for the company, manager, and candidate whether they’re a perfect match for each other and save lots of resources. And Smart Jira Forms can organize and streamline this process. If you want to see how it works, you can use our add-on for free for 30 days. Alternatively, you can request a demo call with one of our product managers, who’ll demonstrate to you how Jira Forms can benefit your case particularly. 



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