Checklist before you role out UpRaise for your teams

Owned by Annu
Last updated: Jun 30, 2021
2 min read

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 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

  • 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 .