Automating routine actions in issues

Employees on a probation period perform routine actions whose tracking can be automated.

Set up automatic assignment of the end of the probation periodSet up automatic assignment of the end of the probation period

To have the probation period end date set automatically, create a trigger that will fire when an issue is created:

1. In the top-right corner of the Employment Queue page, click Queue settings.
2. On the left-hand panel, select Automation → Triggers and click Create trigger.
3. In the Name field, enter a trigger name, e.g., probation_setup.
4. Under Trigger conditions, select System → Type.
5. In the field that appears, select is equal to and then, in a new field next to it, select Probation period (the issue type created previously).
6. Add another condition: select Event under Trigger conditions and then select ** Issue Created** in the field that appears.
7. Under Trigger actions, select Calculate value in the Add new action field.
8. Enter the following formula in the resulting field:

   now()+3M
   

Set up automatic checklist creationSet up automatic checklist creation

To make sure you do not miss anything important in the course of new employee onboarding, add checklist creation to trigger actions:

1. Under Trigger actions, select Create checklist in the Add new action field.
2. In the form that opens, click Add item and enter a description of the first item, such as Assign a supervisor.
3. Repeat the steps to add other items to the checklist.
4. To save the trigger, click Create.

Set up issue status auto updatesSet up issue status auto updates

To switch the issue to the next status upon filling in the checklist, create a new trigger:

1. Click Create trigger.

2. In the Name field, enter a trigger name, e.g., probation_checklist.

3. Select Checklist and Type → is equal to → Probation period as trigger conditions.

4. Select Change issue status as the trigger action and set a status, such as In progress.

   Warning

   The issue status will not change if there are fields that must be filled in during transition to the specified status.
   For example, the Closed status requires making a comment, so you cannot use it in this action.

5. Save your trigger.

Test the triggersTest the triggers

1. On the Employment Queue page, select an issue of the New employee type.
2. Change the issue status to Accept.
3. Make sure the queue now contains all the appropriate sub-issues.
4. Open the Probation period sub-issue and check that:
   • The Deadline field shows a date that is three months from now.
   • There is a section named Checklist with the appropriate items.
5. Select all the checklist items and refresh the page. Make sure the issue status has changed.