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 Here's how you can configure it so that vacation requests that require approval are created as Jira issues.

Creating a project

For the vacation request approval process, it is recommended to create a separate empty Jira project of the type Company-managed business. Please follow the guide below:

In the Projects menu in your Jira instance, click on the create new project button. Then, in the window that opens, in the Work management section, select the template called Blank project:

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Specify the following fields:

  • Name: Give the project a name of your choice, for example "Vacation Requests" or simply "Vacations". In our case, we will name the project "Teamployees (Vacations)" for clarity.

  • Project type: Click Show more to open additional settings. And in the Project type drop-down list, select the Company-managed type.

Finish by clicking the Create project button:

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Additionally, you can make sure that the new project was created with the required type Company-managed business:

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  • Project: Select the project in which Jira issues with vacation requests will be created. We recommend using an empty Jira project created specifically for this purpose. Alternatively, you can use an existing project, but additional setup will be required as explained below.

  • Description: If necessary, change the default text that will be displayed in the Jira issue.

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If you are using an blank "Company-managed business" Jira project as recommended, no migration is required, just click the Associate button to continue:

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Since you want to use an existing Jira project configured for other purposes and a different workflow scheme, the current status of each issue needs to be changed so that it is compatible with the new workflows from the Teamployees plugin.

Match the new statuses Waiting for Event Approve, Event Approved, Event Declined with the existing statuses in your project, for example:

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Next, click the Associate button to continue.

It will take some time for the new workflow to publish, after which you will see a message indicating a successful migration:

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You can now close this browser tab.

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Go back to the Teamployees Configuration section and refresh the browser page. If all the previous steps were performed correctly, you should see a green message indicating that the configuration is complete:

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