Contents
Overview
User management in Betterworks allows you to:
- Create accounts for new employees.
- Update the accounts of existing employees (e.g., manager change, title change, etc.).
- Deactivate the accounts of employees who are no longer with your organization.
We offer many options to address user management. However, if you would like to automate user management and we do not have a direct integration with your HRIS vendor, or our direct integrations don't suit your needs, you can schedule a daily export from your HRIS to the Betterworks SFTP server.
Process
Dedicated Contact
If your organization has a dedicated contact at Betterworks (e.g., a Program Architect, Custom Success Manager, or Support Account Manager), please reach out to them.
No Dedicated Contact
If your organization does not have a dedicated contact at Betterworks, please reach out to the Betterworks Support Team (support@betterworks.com) with the required information outlined below. They will reply with the next steps for your situation. They will also answer any questions you may have.
Required Information
The following information is required.
-
Program Lead: The name and email address of the person in your organization who manages the Betterworks Program (a.k.a., the main Betterworks administrator).
-
HRIS Vendor: The name of your organization’s HRIS vendor (e.g., ADP, Oracle, SAP SuccessFactors, etc.).
-
HRIS Administrator: The name and email address of your organization's HRIS administrator.
This person will be responsible for configuring the user data that is sent from the HRIS to the Betterworks SFTP server.
-
Technical Contact: The group email address where automated error notifications should be sent.
An automated error notification will be sent to the group email address if/when an error is found in your organization’s export from your HRIS vendor to the Betterworks SFTP server. Error notifications are batched, meaning that each error will not trigger its own email. If 10 errors are found, they will all be included in one email.
Template
Below is an email template that you can copy and use.
To: support@betterworks.com
Subject: [Organization] - Betterworks SFTP Server
Body:
Hello,
This is [Name] from [Organization]. We would like to address user management in Betterworks by scheduling a daily export from our HRIS vendor to the Betterworks SFTP server. Below is the necessary information.
- Program Lead: [Name] ([email address])
- HRIS Vendor: [HRIS vendor]
- HRIS Administrator: [Name] ([email address])
- Technical Contact: [group email address]
Please reply with the next steps for our situation. Thank you.
Best,
[Name]
Note: To streamline communication and reduce the potential for delays due to confusion about who will tackle each task, we highly recommend limiting the number of people on the email thread. Ideally, the email thread should only include the Program Lead, the HRIS administrator, and a member of the Betterworks Support Team.
Example
Below is an example of the email for clarity.
To: support@betterworks.com
Subject: Acme Corp. - Betterworks SFTP Server
Body:
Hello,
This is Madison from Acme Corp. We would like to address user management in Betterworks by scheduling a daily export from our HRIS vendor to the Betterworks SFTP server. Below is the necessary information.
- Program Lead: Madison Peters (madison.peters@acme.com)
- HRIS Vendor: SAP SuccessFactors
- HRIS Administrator: Oliver Hall (oliver.hall@acme.com)
- Technical Contact: hr@acme.com
Please share the next steps. Thank you.
Best,
Madison
FAQs
Which options support custom fields?
Custom fields are supported by the Betterworks SFTP server, a file upload, and the UKG integration (in limited capacity).