10 Free HR Templates for Jira Teams

Building HR checklists from scratch is tedious and error-prone. You forget a step, someone else adds it back, and by the third hire you have three different versions of the onboarding process floating around in different documents.

Templates fix this. Define the process once, use it every time. Below are 10 HR templates that cover the most common people operations workflows. All of them are available as pre-built templates in TeamOps, and the task lists below can be adapted for any Jira project even without the app.

Onboarding templates

1. Engineering Onboarding

28 tasks across IT, HR, Manager, Security, and Engineering departments. Covers account provisioning, dev environment setup, codebase orientation, security training, and 30-day milestones.

Key phases: Pre-start, Day 1, Week 1, Month 1

View the full Engineering Onboarding template

2. Sales Onboarding

24 tasks covering CRM access, product training, territory assignment, sales methodology training, and first-month targets. Includes tasks for the sales manager, IT, HR, and the new hire.

Key phases: Pre-start, Day 1, Week 1-2, Month 1

View the full Sales Onboarding template

3. General Onboarding

20 tasks that apply to any role. Account setup, HR paperwork, team introductions, compliance training, and manager check-ins. Use this as a base and customize per role.

Key phases: Pre-start, Day 1, Week 1, Month 1

View the full General Onboarding template

4. HR Onboarding

22 tasks tailored for new HR team members. Covers HRIS access, policy documentation review, benefits administration training, and cross-department introductions with every team they will support.

View the full HR Onboarding template

5. Executive Onboarding

18 tasks designed for director-level and above. Includes board of directors introductions, strategy document access, leadership team 1:1s, and first 90-day goal setting. Fewer tactical tasks, more strategic orientation.

View the full Executive Onboarding template

Offboarding templates

6. General Offboarding

22 tasks covering IT access revocation, HR paperwork, legal compliance, knowledge transfer, and equipment collection. Organized by department (IT, HR, Legal, Manager) with urgency-based phasing.

For the full breakdown by department: Offboarding Checklist for Jira

View the full General Offboarding template

7. Engineering Offboarding

26 tasks with additional engineering-specific security steps: SSH key revocation, API token rotation, CODEOWNERS updates, deploy access transfer, CI/CD credential rotation, and code review reassignment.

For the security deep-dive: The Security Tasks Everyone Forgets During Offboarding

View the full Engineering Offboarding template

Operational templates

8. Remote Onboarding Supplement

A 12-task add-on for remote hires that layers onto any onboarding template. Covers equipment shipping verification, timezone-aware scheduling, virtual buddy assignment, communication norms orientation, and remote-specific security training.

Full remote checklist: Remote Onboarding Checklist: 22 Tasks

9. Quarterly Compliance Review

A recurring checklist for quarterly HR compliance tasks: verify I-9 documentation is current, review terminated employee data retention, audit active NDAs, confirm benefits enrollment accuracy, and update the employee handbook if policies changed.

This is not an onboarding or offboarding template. It is an operational rhythm template that keeps compliance tasks from slipping through the cracks between hires.

10. Manager Transition

16 tasks for when a manager leaves or changes roles. Covers reassigning direct reports, transferring 1:1 notes, updating approval chains for leave requests, reassigning onboarding oversight for any active new hires, and a knowledge transfer session with the incoming manager.

This is a specific variant of offboarding that most companies handle ad hoc. A template prevents the chaos of discovering two weeks later that nobody is approving PTO for a team of eight.

How to use these templates

If you are using TeamOps, all seven built-in templates are available from the template library and can be launched for any employee with one click. Tasks are created, assigned, and tracked automatically.

If you are not using TeamOps, you can still use these task lists. Create a Confluence page for each template and copy the tasks manually when you hire or offboard someone. The trade-off is manual work on every use, but the structure is still better than starting from scratch.

For teams that want to automate the process without a dedicated app, the Jira automation guide covers how to turn these checklists into automation rules.