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Administration
Administration
- Anand Inamdar
- Annu
Owned by Anand Inamdar
General Settings
Articles
- What Email notifications can be configured under email notifications tab?
- How do I change my company name in UpRaise?
- How do I manage project restrictions in UpRaise?
- How do I use only certain features in UpRaise?
- What is the contact support configuration under features tab?
- What is the support messenger configuration under general settings?
Company Directory
Articles
- How to publish company directory to non-admin users?
- Concepts - Users, Roles, Designations, Managers & Teams
- How do I create, edit & delete designations?
- How do I create, edit & delete users from UpRaise?
- Import users and teams or integrate with different HRMS tools for centralized user management
- UpRaise roles and permissions
- How to bulk sync Jira users with UpRaise company directory?
- What are 'Units' and how to use them in UpRaise?
- How to manage team types?
- How do I manage roles of users in Employee Success company directory?
- How do I manage teams & team members?
- How to import Jira users to UpRaise?
- How to manage Employee Success access?
- How to sync UpRaise teams with Jira groups?
- What different roles are available within Employee Success?
Objectives & Key Results
Articles
- Concepts - OKRs & objective cycles
- How do I add UpRaise attributes to Jira issues as custom fields?
- How to view UpRaise OKRs on Jira board?
- How do I create, edit & delete an objective cycle?
- How do I modify grading settings for company, team or individual OKRs?
- Jira issues/epics as KRs or Jira issues/epics as actions?
- Reopen an objective
- What are the attributes of an objective cycle?
- What are the different statuses of an objective cycle?
- Manage tab (previously OKR advanced settings) on OKR page
- Company OKR settings
Continuous Feedback
Articles
- What is manage (previously advanced) tab on continuous feedback page?
- Can I use UpRaise for receiving feedback from service desk portal?
- Concepts - Feedback, Tags, Labels
- How can I create, edit & delete feedback tags?
- How do I disable a feedback tag?
- How do I update sequence of tags that appears while giving feedback?
- How to I modify sharing or delete given feedback of any UpRaise user?
Review Forms
Articles - Basics
- How to add email reminders while distributing a form?
- How to clone a template?
- How to clone distribution?
- 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 categorise form templates?
- How to check number of distributions and their statuses?
- How to create section wise weighted forms?
- How to use the form builder?
- What are the different statuses of a distribution?
- What are the open, close actions on a distribution?
- What type of questions can be added using the form builder?
Review Forms
Articles - Self & Manager (previously, Performance) Review
- View responses page for self & manager review form
- One on one performance review
- Add import OKRs option in the template
- How to design a self & manager (previously, performance) review template?
- How to distribute a self & manager (previously, performance) review template?
- When to use self & manager (previously, performance) review template?
- Workflows for self & manager (previously, performance) review base template
Review Forms
Articles - 360 Degree
Review Forms
Articles - Confidential (previously, single person) Review
, multiple selections available,
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