Create employee onboarding journeys with Rovo Service
Rovo Service is not HIPAA compliant. You should not use Rovo Service for sites or projects that handle protected health information (PHI).
Rovo Service is an AI agent that can help you work more efficiently in Jira Service Management. Read more about Rovo Service.
One of Rovo Service’s capabilities is the ability to quickly create an employee onboarding journey type (and edit individual onboarding journeys) in Jira Service Management. Read more about journeys.
Example
Let’s say you want to create an employee onboarding journey type in Jira Service Management, and today, your onboarding process is already contained in a checklist in a Confluence page. Using Rovo Service, you could upload that doc, then watch as Rovo converts the information in the document into individual, tangible steps and work items in a journey.
Once Rovo Service has generated your draft journey type, you can edit it manually, or chat with Rovo Service to make changes until you’re happy with it. When your onboarding journey type is active, if you’ve turned Rovo Service on for that request type, it might kick in to help automate onboarding for your new hires. Read more about how Rovo Service can help resolve work items.
Turn on employee onboarding for Rovo Service
If AI is activated for Jira Service Management, the ability to generate employee onboarding journey types using Rovo Service will be on by default.
Create an employee onboarding journey type using Rovo Service
Rovo Service works best when you have clear documentation that outlines requirements and steps for a new employee to be onboarded.
You need to be a space admin to use Rovo Service to create an employee onboarding journey type. To create an employee onboarding journey using Rovo Service:
From your service space, select Space settings, then Journeys.
If you’re new to journeys, select Create with Rovo Service.
If you’ve created journeys before, select Create a journey type, then Create with Rovo Service.
In the chat window that appears:
If you have documentation that has information about your company’s onboarding process, select Add knowledge source and upload your document.
If you don’t have a set onboarding process yet, select Let Rovo Service add steps. Rovo Service will generate a generic onboarding plan.
To edit your draft journey, either chat with Rovo Service to make updates, or manually update your journey.
You might see some work items in your journey that have a Supervised tag. This means that if Rovo Service is invoked to help resolve those work items, it’ll need one of your team members to review and approve its actions. Find out how Rovo Service can help your team resolve work items, or about execution modes.
To allow your team to edit individual onboarding journeys, turn on the toggle next to Allow admins to customize each journey, and add a timeout period.
The timeout period dictates how long your team will able to edit individual journeys once they’ve started.
When you’re happy with your onboarding journey, select Publish.
Customize onboarding journeys
If customization was turned on for the journey type, HR team members with admin access can customize individual onboarding journeys by adding new steps or changing editable steps.
To customize an individual onboarding journey:
Go to the parent work item for the employee’s onboarding.
Under Comments, open the link to the onboarding journey instance (it should appear in a comment left by Rovo Service.
Select Chat and tell Rovo Service what you’d like to change or add to the journey. Keep in mind that not all steps are editable.
To manually customize a step, select More actions () next to that step, then Edit work item or Add condition. Read more about editing journeys.
If you don’t see these options under More actions (), it means that the step is locked and can’t be edited.
Once you’re happy with your changes, select Run journey.
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