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Once the app is installed & Jira admin has handed over the UpRaise administration to the relevant user. As UpRaise admin make sure following things are done before providing UpRaise access to all employees in the organization.
By default, UpRaise access is set to 'User based access' to make sure that UpRaise access is not provided to all users unnecessarily.
Company directory set up
If you are using HRMS sync then all below steps are auto-completed once the sync takes place. If you are not using HRMS sync then follow steps mentioned below.
All users are imported from Jira to UpRaise
Managers are defined for all users
Teams are created with relevant team members, team leads & parent teams
All required designations are added and are assigned to relevant users
Profile attributes
All profile attributes are defined and assigned to users
Profile attributes cannot be synced with HRMS as these are the custom entities withing within UpRaise and will not be the same in your HRMS tool
Roles & permissions
Proper roles & permissions are established for all UpRaise modules.
Objectives & key results
All OKR configurations are set from ‘Manage' tab of 'Objectives & key results’.
OKR cycles are created
OKR structure is defined & your employees are well informed & educated about your OKR format & expectations.
OKR creation part differs organization-wise. A few companies prefer to let employees create their OKRs and a few prefer to assign this responsibility to their OKR champion/mentor.
Feedback
All feedback related configurations are set from the ‘Manage' tab of 'Feedback’ page.
Forms
In forms, there is nothing to set up for non-admin users as this module is entirely managed by UpRaise admins or users with sufficient users. Forms module is managed by HR team. So provide them relevant permissions to create/view templates & distribution. As and when required they can create/distribute forms for other users. So initially, as UpRaise admin, provide relevant permissions to HR & you are done!
Leaves
Create leave policies, workweek schemes & holiday policies.
Make relevant policies default
Or enroll users after rolling out the UpRaise access.
Calendars
Create relevant calendars using profile attributes, leaves & holiday policies.
Publish them right away or after rolling out the access to all other users.
Leaves & calendar features are available only in Employee Garrison & People apps.
Once you have checked all above points you can roll out UpRaise by using relevant UpRaise access options. Read General settings - UpRaise Access.