How to automate the onboarding process in Jira?

If you’d like to optimize Jira employee onboarding, bypass the limits of automation, and use the best functionality of the Business Process Manager & Smart Jira Forms, here is the use case that will help.

Our user wants to send forms to applicants (external users) and create a task in Jira based on their answers. After the task is created, he wants the process to start.

🟢 Solution:

1. Create a pre-onboarding form using the Smart Jira Form add-on.
   
   

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   2. Generate a public URL and share it with the applicants who should submit it.
   
   

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   3. Next, in order to create task based on submitted form, you need to click the Create issue button and fill in the settings.
   
   

   
   After the user has filled out the form, according to the fields we used in the previous point, a task for HR will automatically be created in the project you specified and for the assignee you chose.
   
   4. The next step is to create an onboarding process template with Business Process Manager.
   The add-on will automatically create tasks with forms in different projects for different assignee(s).
   Here is a step-by-step process template guide.
   
   

   5. Copy the URL of the template to connect the creation of the process with the automation trigger
   
   

    

   
   6. Create a new rule with automation, according to which the process in Business Process Manager will start as soon as the task based on the submitted form in Smart Jira Forms is created after.
   
   

That’s it. Now, you have onboarding set and automated, so it will work for you and you will have your hands free for another important job.

1. Request a demo call