---
title: "Sample Use case :Employee Onboarding Using JIRA Automation and Checklists"
description: Onboarding of a new employee usually requires tasks to be completed by various departments like HR,Accounts and Operations.This use case will show you have to automatically generate 3 separate tickets for various departments with corresponding specific checklist templates and assign…
url: "https://support.appbox.ai/docs/checklist-for-jira-cloud/best-practices-more/sample-use-case-employee-onboarding-using-jira-automation-and-checklists/"
updated: "2021-08-20"
category: "Best Practices & more"
tags:
  - Checklist
---

# Sample Use case :Employee Onboarding Using JIRA Automation and Checklists

Onboarding of a new employee usually requires tasks to be completed by various departments like HR,Accounts and Operations.This use case will show you have to automatically generate 3 separate tickets for various departments with corresponding specific checklist templates and assign them to the member of that department. All this will be seamlessly done when a user creates a single ticket with ticket type Employee Onboarding .

**Steps to be followed to complete this usecase:**

1.Create a New issue type called Employee Onboarding .You can refer [this](https://support.atlassian.com/jira-cloud-administration/docs/add-edit-and-delete-an-issue-type/)

![](https://support.appbox.ai/wp-content/uploads/2021/07/AddIssueType-1024x478.png)

2.Create a custom field called Team through which you can select the departments Devops,HR and Accounts.Learn more about creating a custom field [here](https://support.atlassian.com/jira-cloud-administration/docs/create-a-custom-field/)

![](https://support.appbox.ai/wp-content/uploads/2021/07/customfield-1024x473.png)

**Checklist Templates**

3.Now we can create 3 checklist templates,one for each department HR,Accounts and Devops .To learn more about creating templates click[here](https://support.appbox.ai/docs/checklist-for-jira-cloud/checklist/saving-checklist-as-a-template/)

![](https://support.appbox.ai/wp-content/uploads/2021/07/Addtemplate-1024x487.png)

4. Once the templates are created we can assign the templates using JQL queries like below.To learn more about template assignment click [here](https://support.appbox.ai/docs/checklist-for-jira-cloud/templates/templates/)

![](https://support.appbox.ai/wp-content/uploads/2021/07/Template-Assignment1-1024x448.png)

**JIRA Automation**

5. Using JIRA automation we could now trigger the creation of 3 separate tickets for the 3 departments and assign them to the corresponding team member of that department.

You will need to create an automation rule .To learn more about automation rules click [here](https://support.atlassian.com/jira-service-management-cloud/docs/create-automation-rules-for-change-management/)

The trigger of the automation rule will be**Issue created** and the conditions will be when **Issue Type equals EmployeeOnboarding**

![](https://support.appbox.ai/wp-content/uploads/2021/07/automation-trigger-1024x495.png)

6. Then we will need to assign 3 actions to create 3 different tickets each with one of the team types and we need to assign the ticket to the corresponding team member.

![](https://support.appbox.ai/wp-content/uploads/2021/07/automatinfunctions-1024x497.png)

7. Name the automation rule and Turn it on .