HR use case

Owned by Gyula Puzder
Last updated: Nov 24, 2020
3 min read

Business situation:

You wish to manage on-boarding and off-boarding of colleagues, personal data, name, phone, mail, salary claims, which position they applied for, status of the process, what permissions to revoke, what devices to get back, last day in work, supervisor, etc.

Technical conditions:

You have one or more Jira projects which contain on-boarding and off-boarding data, several Jira custom fields containing relevant user data. Custom field types can be single- or multi-line text, number, radio button, checklist, single or multiple choice, date picker, date-time picker, etc.

You may have a simple Jira workflow to represent on-boarding and off-boarding processes, but in case you have a stricter process, JExcel respects possible workflow steps, conditions and validators.

Custom fields used for the example:

  1. Name (single-line text)

  2. E-mail (single-line text)

  3. Phone number (number)

  4. Position applied for (radio button)

  5. Salary claim (number)

  6. Currency (radio button)

  7. Last day in work (date picker)

  8. Permissions to revoke (multiple choice)

Workflows created for the example:

 

On-boarding workflow

Off-boarding workflow

How can JExcel support your work as a HR manager:

  • See all applicant data in one excel-like view

  • Colour Jira tickets representing applicants

 

  • Manage application status in the same view

 

  • Compare salary claims with showing charts (in case the same currency applies to all applicants).

 

  • Manage off-boarding by viewing co-worker data in one page, no matter the data to be shown.

 

  • Create reports for HR managers about applicants, positions, salary claims, dates, etc.

 

  • Create reports for specific time frame

 

  • Visualize numeric values, such as salary

 

  • Create calculated columns by your own instead of going to your Jira administrator for new custom fields and scripting. See average/sum/min/max values for numeric or financial columns.

 

  • Manage upcoming dates like date of next action or next meeting

 

  • Rename your Jira fields to better suit your needs (it will only be visible in your workbook, the original name of fields will be shown when viewing issues in Jira)

 

  • Create new tasks directly from your workbook

 

  • View task details directly from your workbook by opening JExcel sidebar (similar to issue detail view in agile boards)

 

  • See if your colleagues have reviewed an application and left you a comment or a new attachment has been uploaded