Cross-team requests (HR, operations) 01
Stop rebuilding cross-team requests from scratch
Already running IT workflows? Connect them to HR and operations to eliminate the handoffs.
Start here if:
- Requests are handled through email, Slack, or spreadsheets
- Work gets stuck between teams with unclear ownership
- IT is pulled in to manage processes it doesn’t own
- Approvals stall because there’s no defined next step
- Teams can’t track requests once work moves outside their queue
What changes in Jira:
- Clear ownership and automated handoffs for teams
- Handoffs are triggered through the workflow, not manually
- Workflow steps are visible and trackable across teams
- Full request lifecycle is visible in one place, for all stakeholders
- Access and workflow visibility can be controlled per team and role
Implementation at a glance
Flag and escalate SLA breaches automatically
Scope
Start with a single cross-team workflow. (Many teams begin with onboarding.)
What you need
You’ll need a Jira admin and a workflow owner from each participating team.
Steps
Map current workflow. Define ownership and completion criteria per step. Configure automation and handoffs.
Watch-outs
Trying to connect every team at once will slow rollout.
Typical setup
4–6 weeks depending on number of teams involved
Rollout approach
Start with one workflow first. Expanding after adoption is faster than designing everything upfront.
Supporting apps 02
Connect and automate cross-team requests
Get help setting this up
If requests are still moving between Salesforce, Jira, and email manually, this gives teams one connected workflow to work from.