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In the release version 3.6, we made available the on-boarding wizard for the server version. It lets the Jira admin make informed decisions and set up UpRaise for Employee Success app for Jira in just 4 steps. The primary reasoning behind this change was to reduce friction & number of steps required to get you up n running.

Once installed, all the Jira administrators will be able to see 'UpRaise - Getting Started' menu. Idea is, any Jira admin - irrespective of whether he has installed UpRaise for Employee Success or not, can log in & just complete the setup. Main UpRaise for Employee Success menu will be available only after the initial setup is complete.

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Until all the steps in the setup are not complete, users who are not Jira administrators - will not see the 'UpRaise - Get Started' option.

A quick walkthrough of the onboarding wizard 

Just after Employee Success is installed, this 'Get Started' menu will be visible to all Jira administrators.Image Removed


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


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  • 1st step

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

  • 2nd step

    • Click Next and in the  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 changed later on as well.

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  • 3rd step

    • Setup user access & roles. Here you can add Employee Success administrators & standard users, who should initially have access. Of course you can just make yourself admin & continue. After the setup is completed, you can always navigate to company directory to set up users.

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    • During on-boarding, Employee Success access is set at the user level. It can be changed any time once the setup 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. 

  • 4th step

    • Click on any of the link to navigate to the Employee Success. 

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pageInitial setup by Jira admin