How to upgrade the approval workflow in Jira? [Vacation requests]
Can you imagine a world without vacations? It can be annoying to remind your bosses to approve your vacation. It takes time to track such requests and provide timely responses manually. Let’s organize approval workflow in Jira for the vacation Process to avoid performing these tasks repeatedly and ensure that they are completed with the least amount of manual labor.
There are some ways to get approved holidays if you use Jira as your project management tool.
4 Jira management tools for vacation
- Customer portal in Jira Service Management
Your staff members can request the acceptance of a vacation request with ease in Jira Service Management. They need to fill out the form to inform the manager of their intended departure date and length of vacation.
2. Team Calendars in Confluence
When using Team Calendars in Confluence, it’s easy to stay on top of everyone’s schedules and know who is taking a vacation now or in the future by simply looking at the calendar. All the necessary details will be added once the manager has given the request his or her approval.
3. Vacation Tracker
If you’re searching for a Jira plugin that will assist you with managing and tracking your holidays, you can try this one. Here, you can display the days an employee has remaining on each leave (sick leave, holiday, etc.). Additionally, the dashboard makes this information available, so other team members may know who is currently on vacation.
4. Calendar for Jira
If you want to spend less time searching for information about everyone’s vacations or preserve all this information in Spreadsheets, this tool is beneficial. Open Calendar for Jira and add an Issue with the employee’s vacation details. Then it will be posted to the calendar.
Business Process Manager for vacation approvals in Jira
In addition to the solutions mentioned above, you can try a complex add-on that enables the establishment and automation of business processes within the organization. This is the Business Process Manager for Jira Cloud.
If you want to get such a process flow:
1) the employee sends the request,
2) the direct manager approves it,
3) the employee can book the travel arrangements and apply this add-on.
In BPM, you can make a Process Template, select an assignee (a person who will seek a vacation, the length of time, and who will be in charge of the projects the employee has been working on), as well as who will approve the requests and the processing hierarchy.
When you are finished, save the template, which will appear on your list. The system will create the Process, which you can easily find in the Process tab, so you may execute it whenever you want by pressing the Start button.
When everything is set, click the Start button. The form will be created and appear in the Jira issue.
When it is submitted, it will be assigned for approval. Then it should be approved or rejected by the responsible person. If the request is approved, this issue will be moved to the Done Status after the Jira issue approval. Then the particular employee will get a notification about the approval.
If the request is rejected, you can move the form to the initial Status.
One more helpful feature of the BPM add-on: you can monitor the requests history and all of the actions, including the date, time, and author, will be in a single safe place.
Takeaway
Try Business Process Manager for Jira Cloud if you’re searching for a simple approach to obtain, and approve requests for vacation time or to set up and automate other business processes. To make your company procedures as simple and effective as possible, install this add-on now and use it for free for 30 days.
