General Settings
Company Directory
Articles
- Concepts - Users, Roles, Designations, Managers & Teams
- How do I create, edit & delete designations?
- How to create,edit or delete users in UpRaise?
- How do I manage user roles in UpRaise for Employee Success company directory?
- How do I manage teams & team members?
- How to add new attributes in profile sections?
- How to add, delete or edit profile sections?
- How to edit or delete user profile attributes from sections?
- How to manage columns on users page in company directory?
- How to sync UpRaise team to Jira issue custom fields?
- What all filters are available to search users & teams in company directory?
- What are derived attributes & how to use them?
- What is the difference between super admin & admin?
- How do I export user profile attributes from company directory?
- What is global search and how it works?
- UpRaise roles and permissions
- How to mark a team as inactive?
- How to sync & import from Jira users to UpRaise company directory?
- How do I integrate with AD, LDAP & other HRIS tools for centralized user management?
- How can Jira admin/s make someone UpRaise admin/super admin?
- What are 'Units' and how to use them in UpRaise?
- Bulk edit user profile attributes
Objectives & key results
Articles
- Concepts - OKRs & objective cycles
- How do I create, edit & delete an objective cycle?
- What are the attributes of an objective cycle?
- How do I modify grading settings all OKRs?
- What are the different statuses of an objective cycle?
- Jira issues/epics as KRs or Jira issues/epics as actions?
- OKR advanced settings (manage tab on OKR page)
Continuous Feedback
Review Forms
Articles - Basics
- Concepts - Review Forms, Templates, Distributions, Workflows
- How can I delete a distribution?
- How can I schedule a distribution?
- How do I create, edit & delete a template?
- How to print a completed form?
- How to add email reminders while distributing a form?
- Where to check number of distributions and their statuses?
- How to create section wise weighted forms?
- How to use the form builder?
- What are the open, close actions on a distribution?
- What are the different statuses of a distribution?
- What type of questions can be added using the form builder?
- How to extend the due date of the distribution?
- How to clone a template?
- How to export the distribution to Excel?
- How to rename a template?
- How to categorize a template?
- Bulk importing users to a distribution via Excel upload
Review Forms
Articles - Self & Manager Review
- When to use self & manager review template?
- Workflow for self & manager review template
- How to distribute a self & manager review template?
- View responses page for self & manager review distribution
- How to design a self & manager review template?
- Add import OKRs option in the template
- One on one performance review
Rest APIs
Articles
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