Automating routine actions in issues

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

Set up automatic assignment of probation period end dates

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

1. Click  Queue settings in the top right corner of the Employment Queue page.
2. Select Automation in the left-hand panel.
3. In the top right corner, click Create → Trigger.
4. Name the trigger. For example: Probation period end.
5. In the  Under condition section, set two conditions:
   • Type → is equal to → Probation period (the status you created in the Candidates Queue workflow).
   • Event → Issue created.
     Read more about trigger conditions here.
6. Under  Perform actions, select Calculate value.
7. Enter the following formula in the resulting field:

   now()+3M
   

8. To save the trigger, click Create.

Set up automatic checklist creation

To make sure you don't forget anything when onboarding a new employee, add checklist creation to the trigger actions:

1. Under Perform actions, select Create checklist.
2. In the form that opens, click  Add item and enter a description for 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 updates

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

1. In the top right corner of the queue page, click  Queue settings.

2. Select Automation in the left-hand panel.

3. In the top right corner, click Create → Trigger.

4. In the Name field, enter a trigger name, such as Probation period monitoring. You can add a description below the name.

5. In the  Under condition section, set two trigger conditions:

   • Checklist.
   • Type → is equal to → Probation period (the status you created in the Candidates Queue workflow).

6. Under  Perform actions, select Change issue status and specify a status, such as In progress.

   The issue status will not change if there are fields that must be filled in during transition to the specified status.
   For example, the In progress status requires adding a comment, so you can't use it in this action.

7. To save the trigger, click Create.

Test the triggers

1. On the Employment Queue page, select an issue of the New employee type.
2. Change the issue status to In progress.
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.
   • You'll find the items you need in the Checklist section.
5. Select all the checklist items and refresh the page. Make sure the issue status has changed.