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User Guide
User Guide
- Annu
- Anand Inamdar
Owned by Annu
Objectives & Key Results
Articles
- How to add KR punch-in reminders?
- How does automatic confidence score calculation work?
- What are different OKR confidence statuses(default) in UpRaise?
- Default confidence status calculations
- How to use KR progress automation?
- How to move Key results?
- Use cases for Browse OKR filters
- Create, edit or delete objectives
- How to browse through your OKRs from browse OKRs page?
- Concepts - Objectives, Key Results, Punch-ins, Alignment, Weightage, Grading, Labels
- How do I add & delete objective alignments?
- How do I adjust weightage of a KR?
- How do I create, edit & delete key results?
- How do I grade my OKRs?
- How do I mark progress on objectives or key results?
- How does progress roll up work in alignment?
- How does the progress calculation of Jira issues and epics works?
- How does weightage of a KR impact the objective progress?
- How to add Jira issue KR via JQL?
- How to add Jira issues as actions in metrics and to do KRs?
- How to carry forward an objective?
- How to clone an objective?
- How to convert objective from one level to another?
- How to move an objective?
- How to use objective details page?
- Is alignment possible only for objectives?
- What are different objective statuses?
- What is hierarchy view & how does it work?
- What is KR detail page?
- What is objective cycle?
- What is the impact of objective visibility on alignment?
- What type of KRs are possible in Employee Success?
- What type of objective visibility options are available?
- When to use each type of KR - To do, Metric, Jira issue & Jira issue via JQL?
- Why I can't create / edit company level, team level or individual level objectives?
- Why isn't the punch-in action available on my objective?
Continuous Feedback
Articles
- Can I see feedback for another UpRaise user?
- Can admins view all the feedback messages within Employee Success?
- Concepts - Continuous feedback, Conversations
- How can I give, edit or delete feedback?
- How can I request feedback?
- How can I respond to a feedback request?
- How can I share the feedback with selected users or teams?
- How can I start a private conversation?
- How can I tie a feedback to one of the Jira issues?
- How can I use continuous feedback in review forms?
- How do I modify sharing of received feedback?
- How to delete a feedback request?
- How to use insight view?
- Is there any restriction on who can I give my feedback for?
- What information does my feedback page show?
Performance Reviews
Articles
- Tracking of user activities of the distributed form
- How does score calculation work in all UpRaise forms (without sections)?
- How does score calculation work for section wise weighted forms?
- How to import OKRs in the form?
- How to use My Forms page?
- What is Jira issue tab on view form page?
- What is the lifecycle of a 360 degree type of form?
- What is the lifecycle of a confidential (previously, single person) review type of base template?
- What is the lifecycle of a self & manager (previously, performance) review type of base template?
- What is the lifecycle of a survey type of base template?
Dashboards & Gadgets
Articles
- Dashboards
- How to create new or manage existing JIRA dashboard ?
- UpRaise ToDo gadget
- What is Employee Success (UpRaise) feed gadget?
- What is individual OKRs compliance gadget?
- What is team OKRs compliance gadget?
- What is UpRaise objective cycle - individual OKRs gadget?
- What is UpRaise objective cycle - team OKRs gadget?
- What type of gadgets are available within UpRaise?