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:
- They can no longer log into Betterworks.
- They will no longer be counted towards licenses (aka "seats").
- Their user profile will not be searchable.
- Their manager will be notified via email.
- 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.
- 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.
FAQs
How are name changes reflected in Betterworks?
If an employee's name changes, it should be updated in their Betterworks user profile. For organizations that are not using one of our user management integrations (i.e. HRIS, BamooHR, TriNet Zenefits, or UKG Pro), a Super Admin can update the employee's name manually through an individual update or CSV upload.
For organizations that are using one of our user management integrations, someone from the organization with the necessary permissions will need to update the employee's name in their HRIS. The name change will then be sent to Betterworks as part of the next data sync.
Name changes apply to most areas of the Betterworks application. However, some areas that display static data (i.e. the text in a past conversation response) will still contain the employee's previous name.