Jira is a powerful and flexible tool with more features, bells, and whistles than any other solution on the market. In fact, Jira is so complex that I\u2019m sure no living person, not even those on Atlassian\u2019s development team, knows the app\u2019s ins and outs completely.<\/p>\n\n\n\n
Still, there are certain useful features that are missing from Jira to this day. <\/p>\n\n\n\n
For example, creating a reusable process template for onboarding a new hire is not easy. This is especially sad given you probably want everyone to have a great experience during their first day at the new job. The first impression counts!<\/p>\n\n\n\n
Sure, there are certain workarounds. For example, you can use issue cloning or field customization. Unfortunately, these and other workarounds come prepackaged with their own drawbacks and limitations. <\/p>\n\n\n\n
This article will explore a simpler option for creating an intuitive and efficient template for an onboarding process inside Jira. We will be using two third-party apps. Both of them have a free trial, so you can check and make sure that the approach is a nice fit for your team. <\/p>\n\n\n\n
Without further ado, let\u2019s hop into creating an onboarding template with Smart Checklist<\/a> and Smart Templates<\/a> for Jira. <\/p>\n\n\n\n You can explore the options for creating issue templates in Jira (with and without external apps) here >>><\/em><\/a><\/p>\n\n\n\n Generally speaking, onboarding a newcomer is a complex process that involves people from many teams, such as procurement, security, HR, the team the person will be working at, and the person themselves. <\/p>\n\n\n\n Everyone who\u2019s involved in the process will have their tasks. <\/p>\n\n\n\n This list goes on and on. <\/p>\n\n\n\n But isn\u2019t this just an onboarding checklist? Well, yes and no. While it is true that most HR teams have documentation and ToDo\u2019s written down, most of the documentation is usually scarce and scattered. Moreover, these ToDo\u2019s are rarely standartized across different teams and departments. <\/p>\n\n\n\n An onboarding template in Jira, on the other hand, is a selection of issues with very clear and detailed tasks for everyone involved in the onboarding process. <\/strong>You can set up an Epic with specific issue types, child tasks, subtasks, labels, instructions, and assignees, making sure that everyone involved in the process knows their scope. <\/p>\n\n\n\n For the purpose of this example, I will create an Epic for the onboarding journey. This Epic will have separate tasks for the newbie, their manager, and the HR person. Keep in mind that this is just an example. Feel free to customize the process to fit within your team\u2019s flow. <\/p>\n\n\n\n None of the steps I will describe in this article are rocket science, but this one is probably the easiest. All you have to do is find and install the Smart Templates app from the Atlassian Marketplace.<\/a><\/p>\n\n\n\nWhat goes into a new employee onboarding task inside Jira?<\/h2>\n\n\n\n
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How to create an onboarding template in Jira?<\/h2>\n\n\n\n
Step 1: Download Smart Templates from the Atlassian Marketplace<\/h3>\n\n\n\n