Note: The following article shows the NextGen user interface. If the steps and/or screenshots do not match what you see in your organization's Betterworks instance, try this article that shows the same feature in the Classic user interface.
Contents
Overview
Using Meetings
Creating a Meeting
Meeting Series Types
Meeting Instances
Agendas, Action Items, and Notes
Calendar Integration
Adding past (ad-hoc) Meeting data
Permissions & Visibility
Notifications
Meetings: Admin Settings
Overview
Meetings (NextGen) provides a dedicated space to plan, run, and track ongoing 1:1 conversations. Meetings help managers and employees stay aligned through shared agendas, action items, and notes, all in one collaborative workspace.
At this time, Meetings supports 1:1 meetings only.
Using Meetings
You can access Meetings from the left-hand navigation in Betterworks.
Meetings are organized into meeting series, which contain one or more meeting instances. This structure makes it easy to manage recurring 1:1s as well as one-off conversations.
Creating a Meeting
To create a meeting:
Go to Meetings.
Create a new meeting series with another person in your organization.
Choose whether the series is recurring or ad-hoc.
Set the meeting details, such as title, date, time, and cadence.
Meeting Series Types
Recurring Series
A recurring series automatically creates future meeting instances based on the cadence you select (for example, weekly or biweekly). New instances are created automatically, and open items can roll over between meetings.
Ad-hoc Series
An ad-hoc series contains only meetings that you create manually. This is useful for one-off or irregular 1:1 conversations.
Meeting Instances
Each meeting series contains individual meeting instances, which represent a specific occurrence of the meeting.
Within each instance, you can:
Review and update the agenda
Track action items
Add notes
See rolled-over items from previous meetings
Agendas, Action Items, and Notes
Each meeting includes tools to support structured, productive conversations:
Agenda topics help define what will be discussed
Action items track follow-ups and responsibilities
Shared notes are visible to both participants
Private notes are visible only to you
Open agenda topics and action items can automatically roll over to the next meeting until they are completed.
Calendar Integration
Meetings can connect with your calendar to make scheduling easier.
When connected, you can:
Create meetings from existing calendar events
Keep meeting details in sync with your calendar
Reschedule meetings without losing context
Meetings currently support connections with Google Calendar and Outlook.
Adding past (Ad-Hoc) Meeting data
This feature enables managers and employees to backdate ad-hoc 1:1 meetings which may have taken place outside of Betterworks, capturing notes, agenda items, and sentiment from conversations that already took place elsewhere. To set these up, the user must;
Navigate to an existing meeting (1:1) series. If no existing meeting series exists yet, it must be created first.
Selects New > Ad Hoc 1:1. A new meeting instance will appear.
From the More Options button (three vertical dots), select “Reschedule This Instance”
A modal with a date-picker and time-picker appears, allowing the user to specify the meeting date.
Select the required date in the past, add agenda items and/or notes, and Save.
This new ad hoc meeting will then be saved with the selected past date and appears in the meeting history at the correct chronological position.
Permissions & Visibility
Same participants who can create ad hoc meetings today can create backdated ones — no new permission model required.
Backdated meetings are visible in meeting history to both participants (same as any other ad hoc meeting).
Admins and HR with existing reporting access can see backdated meetings in meeting history exports.
Notifications
Betterworks may send notifications related to Meetings, such as:
When a new meeting is created
Reminders before an upcoming meeting
Summaries of upcoming meetings
Notification preferences can be adjusted in My Settings.
Meetings: Admin Settings
Organization admins have the option, within Admin > Program Management > Meetings/1:1s to enable this module for all employees, or only for specific user Groups or Departments.
Setting Agenda topics and Action items at Admin level
Administrators have the option to push Agenda Topics and Action Items as defaults across their organization, and can also choose to target these to specific Departments, Groups, or 1:1 types.
This feature can be accessed via Admin > Program Management > 1:1s > Manage Agenda Topics & Action Items
Admins can then enter the Agenda Topics/Action Items they wish to push across the organization, and can target this as follows
- All 1:1s
- Manager 1:1s with Direct Reports - these will only be added to 1:1s where the participants are a Manager and their Direct Report.
- 1:1s from specific Departments or Groups - to select the relevant Department(s) or Group(s), type to search by name in the dialogue box, and select the relevant option(s) to include.
To finalize, click Review & Confirm and then Publish.