Save time creating onboarding tasks
Creating the same onboarding tasks over and over for every new starter is tedious, time-consuming, and inefficient. There are workarounds to clone issues or create issue hierarchies, but most require admin rights and are highly technical to set up.
With Templating.app, you can use epic and subtask templates to auto-create a full hierarchy of onboarding issues in Jira – all in one go.
Build standards and expectations
A lack of standardization can lead to new employees receiving different onboarding experiences. Tasks get skipped because employers want to rush the onboarding process to get new people integrated quickly. But skipping steps mean the new hire may not get the tools or training needed to do their job. There’s also a lack of coordination between HR and other teams because tasks are created and managed manually, leading to further delays and errors.
With Templating.app, you can create task templates with predefined assignees, descriptions, priorities, labels, and more. Tasks are automatically assigned to the right team members, ensuring nothing is overlooked. Auto-creation of Jira issues across multiple projects ease coordination between HR and other teams with onboarding duties, such as finance and IT.
With Didit, you can create employee onboarding checklist templates – from scratch or using AI – and use them on Jira issues and Confluence pages. This ensures that all onboarding steps get completed and no one is tempted to rush the process.
Further, Template managers can decide to require signatures from employees to officially complete a checklist.
Stay flexible
Sometimes the problem is too much standardization, i.e. the onboarding experience is inflexible and new employees receive the same onboarding package even though some of it isn’t relevant to their job role.
Standardization is good, but remaining flexible is key if you want to deliver excellent onboarding experiences every time.
With Didit, every checklist template can be easily tweaked to personalize the onboarding steps depending on the nature of the role. With Templating.app, Jira issue templates remain adaptive with dynamic variables, allowing you to individualize issues with employee names, dates, and unique field selections.