Streamline your onboarding process using Elements Copy & Sync and Jira

At a glance

First impressions can have a lasting impact. Having a structured, systematic approach to employee onboarding is the best way to ensure new hires feels welcomed and prepared to succeed in their new role. Elements Copy & Sync helps streamline your onboarding process in Jira through advanced copying options, synchronisation between Jira issues, and customizable data panels to organise linked issues. Your HR team and hiring managers will have complete peace of mind, knowing that all the tasks that need to be completed are automatically created and tracked, and that HR has an easy way to monitor their progress.

Apps used

Automate on-boarding task creation and assigning to relevant stakeholders in Jira

Elements Copy & Sync removes all the tedious, repetitive, manual work of creating and linking Jira issues to track the various similar tasks that need to be performed to onboard new employees. Fields mappings are defined once by the Jira administrator, then HR only has to create a master issue of type “Employee” and Elements Copy & Sync will trigger linked Jira issue creation automatically via a post-function.

Advanced Jira issue copy with Copy & Sync

Keep linked issues in sync so everyone is on the same page

Elements Copy & Sync allows you to define which information to synchronize between issues so whenever something changes on one end, the data is updated in the linked issues. Whether it’s the PDF resumé of your new hire attached to the issue or the employee start date stored in a Jira date field, the process you’ll build using Jira and Elements Copy & Sync will take care for the unavoidable changes that occur for all businesses and ensure no decision is based on outdated data.

Give HR managers a clear view of where things stand

Provide your HR team with a high-level overview of the on-boarding progress directly in the master Jira issue. Use Elements Copy & Sync to group linked issues in smart data panels and choose which information from the linked issues you want to display in the master issue. For instance you can group issues by department (HR, IT, Training…) and display task summary, owner, status and due date.

Provide a status on the on-boarding to hiring managers in Confluence

If some people in your organization aren’t keen on using Jira to check where things stand, you can rely on the Elements Copy & Sync page publishing feature to create and update a Confluence page that recaps everything. All the tasks in Jira that still need to be fulfilled will be displayed on the page.

We also have a tutorial showing you how to set up Elements Copy & Sync to automate your onboarding process in Jira. Read it here >

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