Onboarding wizard - server version

Owned by Annu
Last updated: Oct 05, 2020
3 min read

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.

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.





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





  • 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.

 

 

  • 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.



    • 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.