- Name Your Goals & Conversation Modules
- Set your Time Zone & Language
- Business Calendar
- Grant Support Access
- Define Your Goal Categories
- Understand & Confirm Team-Owned Goals Enabled
- Understand & Confirm Goal Assessment Configuration
- Configure Your Quarterly Conversation
- Set Program Emails
- Enable System Notifications
- Set Top Company Goals
Name Your Goal & Conversation Modules
- Location: Admin → Platform Configuration → Organization branding → Naming
- Recommendation: N/A
- Implications:
- Updates the naming convention for the platform in the following areas:
- Top navigation bar
- Within each module
- Email notifications
- Updates the naming convention for the platform in the following areas:
Set Your Time Zone & Language
- Location: Admin → Platform Configuration → Operational settings → Time zone
- Recommendation: Set this to the time zone of your HQ.
- Implications:
- Scheduled notifications from Conversation and Feedback templates are sent around 8am of the time zone that you set.
- Location: Admin → Platform configuration → Operational settings → Language
- Implications:
- Selecting a language other than English will also change the date format (from mm/dd/yyy to dd/mm/yyyy).
Note: Betterworks Go only supports English + 1 additional language.
Business Calendar
- Location: Admin → Platform configuration → Operational settings → Business calendar
- Recommendation: Divide this quarterly.
- Implications:
- The default end date for new goals will be set at the end of the current quarter.
- All date pickers will be by quarters.
Grant Support Access
- Location: Admin → Platform Configuration → Security → Support Access
- Recommendation: Open access.
- Implications:
- Allows Betterworks support to access your org for troubleshooting.
Define Your Goal Categories
- Location: Admin → Program Management → Goals → Settings → Attributes
- Recommendation: Enable categories.
- Implications:
- Allows for additional filtering for custom filters that can be created by each user.
- Allows for additional reporting filtering for administrators.
Notes:
- You can also implement scope & type.
- Categories default to alphabetical order, but if you'd like them arranged differently, you can add a number to the beginning of the category name (i.e. "1. Category Name").
Understand & Confirm Team-Owned Goals Enabled
- Location: Your name (top-right corner of account) → Teams
- Recommendation: Allow users to create their own cross-functional teams to own goals.
- Implications:
- Each user is able to create their own teams and assign goals to this team.
- If an individual is part of a team, the goals will show in the "My Goals" filter, even if they do not directly own a key result.
Understand & Confirm Goal Assessment Configuration
- Location: Program Management → Goals → Settings → Assessments
- Recommendation: Enable goal scoring.
- Implications:
- Progress made against a goal is already tracked through regular progress updates.
- Less asks for your employees when just starting this program.
Configure Your Quarterly Conversation
- Location: Admin → Program Management → Conversations → Settings → New Scheduled Conversation
- Recommendation: Follow this article and use the questions below:
- Implications:
- Creates an opportunity to reflect on the last quarter's goals and plan for the coming quarter.
Set Program Emails
- Location: Admin → Program Management → Notifications → Program emails
- Recommendation: Set to 14 days after the start of the business period. Turn all on and click "Save".
- Implications:
- Automated emails will be sent to all employees based on the dates set relative to the due date.
Enable System Notifications
- Location: Admin → Program Management → Notifications → System notifications
- Recommendation: Turn all on and click "Save".
- Implications:
- All activity will trigger email notifications.
- Users can update their notification settings within "My settings".
Note: To lear more, see the following articles:
Set Top Company Goals
- Location: Admin → Program management → Goals → Management
- Recommendation: Select goals (owned by individual executives) each quarter to add to the filter. Search for goals on the left-side menu, move them to the right-side menu and click "Save".
- It will take up to an hour for goals to appear under the Top Company Goal filter
- Implications:
- The currently active goals identified will show in the Top Company Goals each quarter.
- All past Top Company Goals will be available when users go to past quarters.
Note: There is no need to remove goals from past quarters.