Checklist before you role out UpRaise for your teams

Once the app is installed & Jira admin had handed over the UpRaise administration to relevant user. As UpRaise admin make sure following things are done before you provide UpRaise access to all employees in the organization.

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. Read

• 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 withing 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

• In forms, there is nothing to set up for non-admin users as this module is entirely managed by UpRaise admins or users with sufficient users.