Operations

Operations Process Templates


ThinkTilt has created forms and process templates for dozens of common HR processes. You are free to use these forms under a Creative Commons license. However, you will enjoy more benefits if you install ProForma for Jira


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An easy to use form builder that empowers teams to create, deploy and manage online forms in Jira. Using ProForma teams can:

  • Streamline their work by building repeated processes into an easy to use system
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  • Collect exactly the data they need, formatted the way they need it, without requiring custom fields or configurations from IT
  • Easily manage, track and respond to requests

Jira is an industry-leading issue tracking system that lets teams

  • Design and use workflows that conform to their processes
  • Track any issue through a process, from opening to resolution
  • Easily connect to a knowledge base (policies, how to articles, etc.) so customers can help themselves
  • Analyze and report on important metrics such as number of issues, request types, time to resolution, etc.
  • Manage service requests with queues, SLAs, and built-in approvals using Jira Service Desk





Process: After hours access

Manage and respond to requests to access the organization's facilities outside of normal business hours.

Process: Alcohol permit

Manage and respond to request to keep and/or serve alcohol on the organization's grounds.

Process: Asset inspection

Manage and respond to requests for inspection of the organization's assets such as chairs, desks, etc., to ascertain their working condition.

Process: Asset record

Track and manage the organization's assets for inventory tracking, service dates, etc.

Process: Audio-visual equipment request

Manage and respond to requests for audio visual equipment including standing order requests.

Process: Building access

Manage and respond to requests for keys or cards to access a restricted facility.

Process: Bulk mail

Manage and respond to requests to send out an item via bulk mail.

Process: Business cards

Manage and respond to requests to order business cards for an employee.

Process: Catering

Manage and respond to requests for catering at meetings or events; indicates delivery location, catering requirements and the expected number of attendees.

Process: Courier service

Manage and respond to requests to have envelopes or parcels transported to another location.

Process: Emergency evacuation report

Record an emergency evacuation (including emergency drills), its outcomes and any corrective actions.

Process: Employee suggestions

Record and manage employee's suggestions and ideas for improving the organization.

Process: Equipment disposal or relocation

Manage and respond to request for the removal and disposal, or relocation of equipment.

Process: Equipment request

Manage and respond to employee requests for equipment (such as mobile phones, tablets, vehicles, furnishings, etc.) needed for them do their job.

Process: Evacuation drill observer checklist

Record observations from emergency evacuation drills to assess whether building occupants are adequately prepared for emergency evacuation.

Process: Event permit request

Manage and respond to requests for to use the organization's space for an event.

Process: Interpretation

Manage and respond to requests for live, simultaneous language interpretation.

Process: Leadership team health monitor (Atlassian template)

Conduct a health monitor workshop based on the Atlassian health monitor for Leadership Teams.

Process: Lockers

Manage and respond to employee requests for lockers to store personal items.

Process: Maintenance

Manage and respond to equipment or facility maintenance requests.

Process: Motor vehicle allowance claim

Manage and respond to vehicle allowance claims (mileage reimbursement). Enables employees to request an allowance with appropriate documentation and approvals in place.

Process: Office move

Manage and respond to requests to have an office, or other room, relocated.

Process: Office supply account

Manage additions or amendments to the list of employees who are authorized to order supplies on the organization's office supply account.

Process: Off-site equipment use

Manage and respond to employee requests to use the organization's equipment off-site.

Process: Operations - Emergency warden audit monitoring

Maintain an accurate and up to date list of all emergency warden details.

Process: Operations - Emergency warden designation

Record the designation of emergency wardens, including qualifications and work area details.

Process: Operations - Emergency warden nomination

Receive applications from employees who are willing to serve as emergency wardens.

Process: Operations - First aid provider audit monitoring

Maintain an accurate and up to date list of employees with First Aid training and certification, including their work area details.

Process: Operations - First aid provider designation

Record the designation of qualified First Aid providers including supporting First Aid certification and work area details.

Process: Operations - Service team health monitor (Atlassian template)

Conduct a health monitor workshop based on the Atlassian health monitor for Service Teams.

Process: Parking permit

Manage and respond to requests for parking permits.

Process: Printing (internal print room)

Manage and respond to requests for internal print jobs such as brochures, stationery, etc.

Process: Private vehicle use

Manage and respond to employee requests to use their private vehicles for work-related travel. Request must be approved prior to traveling. Appropriate declarations such as vehicle registration, etc. are required.

Process: Product review

Conduct a review of a product to determine if it is ready for release.

Process: Qualification and License record

Document employee's credentials to ensure they are suitably qualified to operate or supervise machinery.

Process: Room booking

Manage and respond to requests to book meeting rooms or other facilities.

Process: Routine purchase

Manage and respond to requests for routine purchases (not requiring a purchase order).

Process: Senior Common Room access

Manage and respond to requests for access to the Senior Common Room. Enables employees, with appropriate documentation and approvals in place, to request access as part of their employment package.

Process: Staff volunteers

Manage and respond to requests for staff volunteers for community work.

Process: Translation

Manage and respond to requests to have documents or text translated.