In this blog, I will explore the integration between Jira Service Management (JSM) and NetSuite by addressing three key questions: What it is, Why it matters, and How to get started.
NetSuite Overview
NetSuite is a cloud-based business management suite that offers a comprehensive set of applications for managing various aspects of a business. It’s a powerful platform that includes solutions for:
- Human Capital Management (HCM)
- Financial Management
- Customer Relationship Management (CRM)
- Enterprise Resource Planning (ERP)
- E-commerce Solutions
NetSuite is particularly popular among small and medium-sized businesses (SMBs) for streamlining operations and centralizing core business processes.
Image Source Credit https://www.netsuite.com/portal/products/hcm.shtml
HR Tasks
Onboarding new employees is a multi-functional process that goes beyond HR tasks. It provides a new hire with insight into the organization’s culture and operational maturity. Below is a breakdown of common onboarding tasks:
- Send the offer letter and receive a signed copy.
- Confirm background checks and references.
- Send new hire paperwork (I-9, W-4, direct deposit forms).
- Share the employee handbook and code of conduct.
- Provide links to mandatory compliance training (e.g., data privacy, workplace harassment).
HR ++Tasks – IT, Facilities, Legal, Finance
Onboarding requires coordination across departments such as IT, marketing, finance, and legal. Below are common tasks by department:
IT Setup
- Enter new hire details in the HRIS (name, position, department, start date).
- Assign employee ID, email, and system logins.
- Request hardware (laptop, phone, accessories).
- Provide software access (HR system, collaboration tools, email).
- Set up access to shared folders and platforms.
Infrastructure/Workspace
- Assign a desk or workspace.
- Provide access cards or keys (for in-person roles).
Communication & Engagement
- Notify the team and stakeholders of the new hire.
- Schedule welcome emails or announcements.
- Assign training and professional development opportunities.
Marketing
- Order business cards.
- Send a welcome package.
Finance
- Order a corporate credit card (if applicable).
Legal
- Provide confidentiality or non-compete agreements (if required).
How Jira Service Management Simplifies Onboarding with NetSuite
Many companies begin by using checklists and email to coordinate onboarding tasks. While this approach may work initially, it quickly becomes unsustainable and unscalable as the organization grows.
Additionally, without automation, compliance and tracking become difficult, leading to missed tasks, miscommunication, and delays. This is where Jira Service Management (JSM) can streamline and manage these processes.
Using OnRamp, a native integration layer for JSM, companies can automate and manage all HR Service Management tasks from one platform. This includes everything from IT setup to legal agreements, reducing manual effort and ensuring compliance.
Using OnRamp to integrate NetSuite with Jira Service Management
We recently added NetSuite support to OnRamp, allowing companies to connect both platforms seamlessly via APIs. Just like any other API endpoint, you can connect NetSuite to JSM with NetSuite’s API for real-time synchronization.
Link to API Documentation
A Key Use Case: Automating New Hire Onboarding
One of the most straightforward yet impactful use cases is the automated creation of tasks in Jira Service Management for new hires.
Here’s how it works:
- A new employee is created in NetSuite, with details such as name, start date, position, and manager.
- This triggers an automated process that creates a task in JSM containing the employee’s details.
- The task can include instructions for IT setup, legal documents, and other onboarding workflows, ensuring nothing is missed.
This simple automation eliminates manual data entry and ensures every department is aligned with onboarding tasks.
Conclusion: Now What?
Integrating NetSuite with Jira Service Management enables organizations to:
- Automate onboarding processes across HR, IT, and other departments.
- Reduce manual work and errors with automated task creation.
- Ensure compliance and tracking for every onboarding task.
Please note this integration is currently in beta, and we’d love to have you try it out. If you’re interested in connecting NetSuite with Jira Service Management, please contact us for early access.
Ready to Simplify Onboarding with JSM and NetSuite?
