---
metadata:
  - name: generator
    content: Diplodoc Platform v5.57.3
  - property: og:type
    content: article
  - property: article:section
    content: Примеры настройки процессов
  - property: og:title
    content: Автоматизировать рутинные действия в задачах
  - property: article:tag
    content: Сборник инструкций
alternate:
  - https://yandex.ru/support/tracker/en/hr-process-probation-queue.md
  - https://yandex.ru/support/tracker/ru/hr-process-probation-queue.md
  - href: en/hr-process-probation-queue.md
    type: text/markdown
    title: Markdown version
  - href: llms.txt
    type: text/markdown
    title: llms.txt
---
> **Documentation Index:** Fetch the complete configuration index at https://yandex.ru/support/tracker/en/llms.txt


# 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 {#end-of-probation}

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

1. Click ![](./_assets/svg/settings.svg)</svg> **Queue settings** in the top right corner of the `Employment Queue` page.
1. Select **Automation** in the left-hand panel.
1. In the top right corner, click **Create** → **Trigger**.
1. Name the trigger. For example: `Probation period end`.
1. In the ![](./_assets/svg/filter-icon-for-autoaction.svg) **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](https://yandex.ru/support/tracker/en/user/set-condition.md).
1. Under ![](./_assets/svg/arrow-icon-for-autoaction.svg) **Perform actions**, select **Calculate value**.
1. Enter the following formula in the resulting field:
	```
	now()+3M
	```
1. To save the trigger, click **Create**.

## Set up automatic checklist creation {#configure-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**.
1. In the form that opens, click ![](./_assets/svg/add-icon.svg)</svg> **Add item** and enter a description for the first item, such as `Assign a supervisor`.
1. Repeat the steps to add other items to the checklist.
1. To save the trigger, click **Create**.

## Set up issue status auto updates {#configure-status-change}

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 ![](./_assets/svg/settings.svg)</svg> **Queue settings**.
1. Select **Automation** in the left-hand panel.
1. In the top right corner, click **Create** → **Trigger**.
1. In the **Name** field, enter a trigger name, such as `Probation period monitoring`. You can add a description below the name.
1. In the ![](_assets/svg/filter-icon-for-autoaction.svg) **Under condition** section, set two trigger conditions:
	* **Checklist**.
	* **Type** → **is equal to** → **Probation period** (the status you created in the Candidates Queue workflow).
1. Under ![](./_assets/svg/arrow-icon-for-autoaction.svg) **Perform actions**, select **Change issue status** and specify a status, such as **In progress**.

   {% note 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 **In progress** status requires adding a comment, so you can't use it in this action.

   {% endnote %}

1. To save the trigger, click **Create**.

## Test the triggers {#check-trigger}

1. On the `Employment Queue` page, select an issue of the `New employee` type.
1. Change the issue status to **In progress**.
1. Make sure the queue now contains all the appropriate sub-issues.
1. 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.
1. Select all the checklist items and refresh the page. Make sure the issue status has changed.
