Getting the onboarding process correct is essential when you’re introducing a new team member. It’s the first real impression they have of the inner workings of your organization; a smooth onboarding process not only sets them up for success, but it’s good for the whole team. And yet, for many organizations, this is still considered somewhat of a separate process, one that sits outside of the usual task management, tracking, and reporting work.
By bringing onboarding into a project management tool like Jira (where you’re already tracking your day-to-day projects) you not only make the process simpler — you can gain meaningful insights from customizable reporting, to optimize the onboarding process going forward.
Create Onboarding Tasks in Jira
When it comes to onboarding new team members using Jira, there are some tasks that are likely to be the same for each new joiner. To save time, you can automate the creation of these tasks by using Jira templates or copy tasks and sub-tasks from previous new team members to save time.
One option available on the Atlassian Marketplace for Cloud, Server, and Data Center is Deviniti’s Issue Templates for Jira, check out that link for great tips and tricks on how to set up templates for onboarding new team members.
Another great looking option I found is AppLiger’s Easy Templates for Jira Issues, also available on the Atlassian Marketplace for Cloud, Server, and Data Center.
To get your new team members fully on board and embedded in the team though, you can expand ‘onboarding’ beyond the usual housekeeping requirements. Whether you’ve had a growing wishlist of tasks for a new role throughout the hiring process, or you have handover tasks from a previous employee, including these can make onboarding more meaningful for your new team member, and make it feel more than just a box-ticking exercise.
Plus your your Jira reports will provide more useful insights — more on this below.
Checking In With Jira’s Reporting Dashboards
Communication is key when it comes to making sure a new team member is engaged and onboard. This should be the main focus of your catch-up meetings — how are they getting on? Are they settling in? As your team gets busy and deadlines near, you want to make the most of that time.
This is where Jira’s reporting dashboards come in. Since reporting dashboards for Jira are highly customizable, you should create a dashboard dedicated to your new joiners.
Use filters to see at a quick glance which tasks are in progress right now; use this to make the “what I’m working on” part of your catch-ups more efficient and give yourself more time to get to know how your new team member works, and how you’ll be working together going forward. This is more important than ever if (like many businesses today) you have more team members working remotely, and may still be adjusting to not being in an office environment.
Customise Jira Reports to
See the Metrics that Matter to You
We mentioned earlier that an effective onboarding process should combine your HR and housekeeping tasks, as well as the first day-to-day tasks you need your new team member to start getting on with. This is where you can really make the most of your ability to customize Jira, and create custom charts for Jira reporting to visualize the metrics that are relevant to you.
Create charts dedicated to displaying different issue types, or filter quickly using Simple Search to see how HR, training or daily tasks are progressing. If you have a more complex onboarding process, you could even create individual dashboards for different issue types — you can make your reports as custom and in-depth as needed!
It’s not just management who will benefit from this visualization, your new team member can see their progress as well, and rest assured that they’re on the right path.
Improve Your Processes
Once your new team member is fully onboarded and settled into the team, it’s tempting to move on from the onboarding process and not consider it again until the next time you have a new joiner.
Don’t fall into this trap! You’ve already done the hard work — you’ve created your tasks and templates, and with your Jira reporting dashboards, you have all the data you need to evaluate their effectiveness.
You should approach your onboarding process the same way you approach the rest of your work, as something you can continue to improve. Are you seeing consistent blocking points? Perhaps part of your process needs reevaluating, or breaking into smaller stages.
Are there steps that are running smoothly for all new joiners? What do they have in common, and how can you replicate that success across the rest of the onboarding process?
The smoother the onboarding, the more successful, and the more settled your new team member will be — they’ll feel part of the team in no time. The information is all there within Jira; unlock valuable insights in one step, without needing to export data, with the right Jira dashboards and reporting.
Chris founded three successful startups in Thailand: one was a Scuba Diving School/ Eco-Tourism company dedicated to saving turtles. Once he’d saved enough turtles, he moved back to the UK to pursue his dreams in software.
It was while working for the Atlassian Platinum Solution Partner Clearvision that Chris met Jacek. The two decided there was a gap in the market for easier-to-use Atlassian tools for Jira and Confluence users who don’t have a clue how to code (of which there are many).
“If we’re not making mistakes, we’re not trying hard enough.”