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Onboarding

Onboarding procedure in Jira

1. Onboarding ticket is created by HR, reporter = HR-Jira@yamaha-motor.eu [YME HR]
2. After creation ticket will be transitioned to status Awaiting assignment
3. SD-agent allocates ticket via button to him/herself
4. SD-agent set issue to  
   After transitioning the Onboarding ticket to status In Progress the Onboarding form will automatically being attached.
   Please make sure you have the Forms tab open to view the form
   
   
   The form is directly visible in the custor portal.
   
   
5. SD-agent adds Manager of the new user as Requested participant
   1. Add in the comment section a canned response and adjust the information between brackets[ ]
   2. Then click on Share with Customer to send the message.
      
      
      
      
6. Manager receives a notification via e-mail.
   For the manager it will look like below in the Customer portal:
   
7. Manager action:
   1. Manager saves and submit form in customer portal
      
      The form will be locked for editing. Printscreen from original onboarding ticket
      
   2. Form will be attached as PDF. This PDF file is not visible in the customer portal, only in the original ticket for SD-agents.
      
8. Sub-task and Task can be requested according to selection made in the Onboarding Form.
9. After all linked Sub-task and tasks are completed the Onboarding ticket can be closed by the SD-Agent.
   1. Use a canned response:

Sub-TasksImage Modified

For internal action by IT department(s) a Sub-Task can be created. This is automatically done by selecting the appropriate transition.

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Status of Sub-Task can easily being tracked in original ticket.
If Sub-Task is completed it will look as follow in the original ticket.

Sub- Task workflow and procedure

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1. Status To Do: SD-Agent assigns ticket to himself/herself
2. Requested action is being executed by SD- agent
3. Request is closed, comment screen will pop up for final comment
   1. Approval: add approved comment
   2. Execution granting rights or Ympact : add screenshots for evidence collection J-sox, see .......

No action needed, select canceled and provide reason for cancelation.

Task 

For non-SD agents a Task can be requested, this is visible in the customer portal
Status:                                                     Transition:

Req. Facility

Task workflow and procedure

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1. Status To Do: Assignee is automatically , same as person who takes care of Original Onboarding ticket.
2. Facility/Reception informs via comment in customer portal what action has been taken: Provided Batch, Keys, Desk
3. Assignee received comment notification via e-mail
4. SD-Agent closes ticket via Done

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