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Create a team that is synced with Jira groups

Employee Success allows you to create team/s those can be synced with your existing Jira group/s. Let us see how to create teams synced with Jira group/s. 

  • Navigate to administration >>> company directory >>> teams tab
  • Click on add team.
  • On add team pop-up -

    • Type team name 

    • Click on Jira groups field and select group/s from the drop-down those you want to sync with Employee Success team.

      • You can select multiple Jira groups for one team
      • When Jira Groups are selected you cannot manage members at team level.
  • Select a user as team lead, this team lead has to be the one from the Jira group members & that is mandatory. 
  • Select parent team, you can select any Employee Success team here irrespective of if it is synced with Jira groups or not
  • Add team type and description.
  • Click on save.


Things you should know when you sync Employee Success team/s with Jira group/s

  • You cannot add or remove users manually in/from such team/s. Every user who is Jira group member will be the Employee Success team member.
  • If you want add or remove users in/from these teams you should edit your Jira group and that will be synced with Employee Success team.
    • In the list view & tree view, team/s those is./are synced with Jira groups is/are visually highlighted. 
  • List view 

 

  • Tree View 

  • Teams those are synced through Jira groups, their members are not modifiable even through HRMS sync.
  • While editing the team, if user changes the Jira user group - existing members are flushed out and users from the updated Jira group will be populated as members.
  • On the similar lines, if I want a team to be no more synced with a Jira user group - all existing team members will be flushed out.
  • Similarly, when an existing team (not yet synced with any Jira group/s) is being updated to sync with Jira user group/s then users from the updated Jira group/s are populated as members and previous team members from the team those are not related to any Jira group are flushed out.
  • Whenever there are changes in the group members, same is synced to corresponding Employee Success teams.

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