- Naming Modules
- Set Time Zone
- Set Language
- Business Calendar
- Grant Support Access
- Define Goal Categories
- Confirm Goal Assessment Configuration
- Set Program Emails
- Enable System Notifications
- Set Top Company Goals
Location: Admin → Platform Configuration → Organization branding → Naming
Implications: Updates the naming convention for the application in the following areas:
- Top navigation bar
- Within each module
- Email notifications
Set Time Zone
Location: Admin → Platform Configuration → Operational settings → Time zone
Recommendation: Set this to the time zone of your HQ.
Implications: Email notifications will rely on this timezone, no matter where individual users are located.
Location: Admin → Platform configuration → Operational settings → Language
Implications: Selecting a language other than English will change the date format from MM/DD/YYYY to DD/MM/YYYY.
Note: This will be the default language, but users can set their own language settings from their account under "My settings". Our Betterworks Go offering supports English + 1 other language.
Location: Admin → Platform configuration → Operational settings → Business calendar
Recommendation: Divide this quarterly.
Implications: The default end date for new goals will be the end of the current quarter.
Grant Support Access
Location: Admin → Platform Configuration → Security → Support Access
Recommendation: Open access.
Implications: Allows Betterworks Support to access your organization for troubleshooting.
Define Goal Categories, Scope & Type
Location: Admin → Program Management → Goals → Settings → Attributes
Recommendation: Enable categories, scope & type.
- Allows for additional filtering for custom filters that can be created by each user.
- Allows for additional reporting filtering for administrators.
Note: 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").
Confirm Goal Assessment Configuration
Location: Program Management → Goals → Settings → Assessments
Recommendation: Enable goal scoring.
- Progress made against a goal is already tracked through regular progress updates.
- Less asks for your employees when just starting this program.
Set Program Emails
Location: Admin → Program Management → Notifications → Program emails
Recommendation: Set to 14 days after the start of the business period. Enable all.
Implications: Automated emails will be sent to all users based on the dates set relative to the due date.
Enable System Notifications
Location: Admin → Program Management → Notifications → System notifications
Recommendation: Enable all.
Implications: All activity will trigger notification emails. To learn more, see this article.
Note: If a notification is set to "Custom" users will be able to update notification settings from their account under "My settings".
Set Top Company Goals
Location: Admin → Program management → Goals → Management
Recommendation: Select goals owned by individual executives each quarter.
- The 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.