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Once Employee Success is successfully installed on your Jira instance, Jira administrations will see a '

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Get Started' menu at the top. This menu is available to all the Jira administrators until the onboarding is complete. Idea is, any

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Jira admin - irrespective of whether he has installed

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Employee Success or not, can log in & just complete the setup.

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Main Employee Success menu will be available only after the initial set up is complete.

Clicking on 'Get Started' takes you to the first step of the multi-step wizard

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  • 1st step

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    •  Employee Success automatically populates the company name from your license. You can update the name here or later, once the

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    • setup is complete.


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  • 2nd step

    • Click Next and

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    • you have the opportunity to select which features you'd want to use. By clicking on the respective boxes, you will enable/disable corresponding menu items & sections. Of course, this selection can be modified later on as well.

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  • 3rd

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  • step 

    • Setup user access by turning limited roll out on or off.
    • Here you can add

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    • Employee Success administrators & standard users, who should initially have access. Of course you can just make yourself admin & continue. After the

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    • setup is completed, you can always navigate to company directory to set up users.

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  • During on-boarding,

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  • Employee Success access is set at the user level. It can be changed any time once the set up is complete, via company directory page.
  • Once Next is clicked, the set up is complete & you will get a quick set of links to get started. 

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pageInitial setup by Jira admin