How to sync Employee Success teams with Jira groups?

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.