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User Management: Users — Individual Update

Contents

Overview

The individual update option allows customers to ensure that their information is up to date. This includes:

  • Creating accounts for new employees.
  • Updating the accounts of existing employees (i.e. manager change, title change, etc.).
  • Deactivating the accounts of employees who are no longer with an organization.

Note: There is another manual user management option (i.e. CSV upload) and several automated user management options (i.e. HRIS, BambooHR, TriNet Zenefits, and UKG Pro integrations). 

Create Users

If you only need to create a single or a few users, you can do so by going to: 

Admin → User Management → Departments and users → Users → Individual Update → Create

A user must have a first name, last name, and email address to be created. We highly recommend using an employee ID as well, but if your organization does not assign employee IDs, you can create users without them. 

Update Users

If you only need to update a single or a few users, you can do so by going to: 

Admin → User Management → Departments and users → Users → Individual Update → Update

Search for the user and make the necessary updates. 

Deactivate Users

If you only need to deactivate a single or a few users, you can do so by going to: 

Admin → User Management → Departments and users → Users → Individual Update → Deactivate

Search for the user and deactivate them. Once a user is deactivated:

  1. They can no longer log into Betterworks.
  2. They will no longer be counted towards licenses (aka "seats").
  3. Their user profile will not be searchable.
  4. Their manager will be notified via email.
  5. Their goals and milestones will remain active and searchable, but their manager or an administrator can delete or re-assign the goals and milestones as they see fit.
  6. The owner of any goals that the deactivated user is associated with (i.e. they owned an associated milestone or had an aligned goal) will be notified via email.

Reactivate Users

If you only need to reactivate a single or a few users, you can do so by going to: 

Admin → User Management → Departments and users → Users → Individual Update → Reactivate

Search for the user and reactivate them.