Employee Ratings for Jira Cloud - Getting Started

Assessing Work (new issue view)

1. Open the task which you are a reporter in.
   
2. Click the Rate  button. The Rate section appears.
   
3. Set the ratings for each metric.
4. Click Save.

Assessing Work (old issue view)

1. Open the task which you are a reporter in.
   
2. Click Rate it!
   
3. In the Assess work form, set the ratings for each metric.
4. Click Submit.

Viewing Metrics for Users

The app shows and calculates metrics per project.

1. Open the project in which you want to view metrics.
2. On the navigational sidebar, select Employee Ratings.
3. The page with the employees' performance metrics opens, as follows:
   
4. To view details on metrics, click the card of the specific user. The page with details opens, as follows:
   

Integration with Customer Portal of Jira Service Desk

The Employee Performance Ratings app integrates with the customer portal of Jira Service Desk. This means that your customers can assess your customer support services and work of individual support agents.

Enabling the Rate assignee button for all statuses

1. Navigate to Jira administration section > Apps.
2. Locate the Employee Performance Ratings section, and select Configuration.
3. Move the toggle right.

Enabling the task assessment by multiple users

You can allow multiple users to assess the same task. In this case, the app will calculate the average value for each metric on the basis of ratings from these people.

1. Navigate to User Management.
2. Create the user group and name it as 'task-evaluators'.
3. Add users within this user group.

All the users within this group will be able to assess tasks.

Exporting ratings data to CSV

You can export the ratings data for further evaluation. You need to create the rating-reviewers user group and add users into this group.

1. Open the project which ratings data you want to export.
2. Select Employee Ratings.
3. To the right side of the search bar, locate the icon and click it.
4. In the Download CSV form, click the corresponding to download the raw or aggregated data. 

Management of metrics sets

You can manage sets of metrics that you want to track within your Jira projects. This way you can variate the metrics that you want to track per project and depending on the project type.

1. Navigate to Jira administration > Apps.
2. On the sidebar, locate the Employee Performance Ratings section.
3. Select Metrics.

Once the page opens, you will see the list of metrics sets, as follows:

You can perform the following operations on metrics sets:

1. create new metrics sets
2. edit the existing metrics sets
3. delete the no longer needed metrics sets

Creating a new metrics set

1. Open the list with metrics sets.
2. Click Add metric set.
3. On the opened page, enter the name of a new metrics set.
   
4. Click Add metric to create new metrics. Enter names for the added metrics and provide their description if needed.
5. Select projects which should use the metrics set.
6. Click Add projects to associate the metrics set with selected projects.
7. Click Save when complete.

Editing the metrics set

1. On the list with metrics sets, locate the one which you want to edit.
2. Click Edit.
3. Make the appropriate modifications in the metrics set.
4. Click Save when complete.

Deleting the metrics set

1. On the list with metrics sets, locate the one which you want to edit.
2. Click Delete.
3. In the confirmation form, select I acknowledge these points.
4. Click Delete.

All the collected data for the current metrics set will be deleted.

Setting the default metrics set

1. Open the list with metrics set.
2. Locate the one which you want to make as the default metrics set.
3. Move the toggle right.

The default metrics set will be automatically applied to the newly created projects.