How-to
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Objective Weights
Managers can now assign weights to objectives for their direct reports. An objective weight score will be...
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Cloning Objectives & Key Results
Why clone? Do you have objectives that are similar to those of your teammates? Do you have similar object...
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Assessing your Objectives
Why Assess? One can perform assessments on active objectives, completed objectives, objectives that have pa...
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Convert A Key Result Into An Objective
Why do this? Turning a key result into an objective allows for nested objectives. This is referred to as a...
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How To Find Missing Objectives
Why can't I find my goals? If you are not seeing one of your goals, there are a few reasons that may be: ...
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Creating Key Results (Milestones)
Creating Milestones To create Milestones/Key Results, simply navigate to the section of the goal/objectiv...
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Viewing Past Conversations
Where is my Conversation? When a Conversation cycle is over, meaning when you have passed both the due date...
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Skip Level Conversations
What does it do? This feature allows managers to view the conversations of those managers who report to the...
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Take Ownership of A Conversation
Why would I need to transfer a Conversation? In some cases, an employee may be promoted or transferred out ...
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Notifications: Conversations
Introduction When you enable Conversations in Betterworks, members of your company can receive notification...
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Configuring & Managing Conversations
Enabling Conversations Anytime Conversations Configuring Anytime Conversations Scheduled Conversations Con...
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Skip Level Feedback
Introduction The Betterworks Feedback module now offers the ability for administrators to provide Skip leve...
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Template Cloning
What is template cloning? Template cloning allows admins to copy settings and content from existing templat...
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Anytime Manager Requested Feedback
What does it do? When enabled, managers can request Feedback about their direct reports, anytime! As a mana...
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Cheering and Nudging Goals
Why cheer or nudge someone's Goal? Cheering and Nudging are great ways to individually motivate and encoura...
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How to Give and View Recognition
There are three ways to give Recognition. 1) Comment on a goal with a #hashtag (your company may have sugge...
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Feedback: Email Notifications
Recommended Reader(s): Super Admins, Users When you enable Feedback in Betterworks, members of your compan...
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Microsoft Teams Integration
What is the Betterworks Microsoft Teams integration? The Betterworks Microsoft Teams integration allows you...
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Betterworks API
What does it do? The Betterworks REST API allows applications to programmatically access and update data wi...
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Salesforce Integration
Recommended Reader(s): Super Admins, Admins Contents What Is It? Prerequisites Deployment Creating A Conne...
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Udemy Integration
How do I enable the integration? Note: In order to activate this integration, an organization must have bot...
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Activate the Slack Integration
What is the Betterworks Slack Integrations? The Betterworks Slack integration allows users to receive notif...
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Using An SFTP Server
Why SFTP? SFTP: SSH File Transfer Protocol SSH: Secure SHell If it's your first time connecting to an SFTP ...
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Adding Dynamic Custom Fields
Overview You can now add up to 50 custom fields for your users with custom naming conventions that will dis...
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Updating User's Languages & Locale
Introduction The preferred language option for a user can be automatically set when creating or updating us...
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Exporting Data from the Betterworks Platform
How do I export our data? To export data from the Betterworks platform, you'll want to utilize the Admin re...
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Calibration
Overview of Calibration Configuring Calibration Turn On Calibration Set Up a Conversation Create a Calibr...
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Goal & Milestone CSV Upload
What you will need: A Professional Service Package, as this must be done by Betterworks in our backend. P...
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Configuring Goal Scoring
What are Goal Settings? Super Admins have some options to consider when configuring the Goal settings for ...
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Execution Insights Overview
What does it do? Execution Insights offers the ability for managers to view progress and activities for goa...
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Engage: Linking Action Plans to Betterworks OKRs
Introduction Engage action plans help managers take relevant actions based on survey/poll results to build ...
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Engage: Understanding Roles
Roles are a helpful tool when assigning the appropriate access levels to a user within the Betterworks En...
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Engage: Sample Python Code to Setup SFTP Automation
Encrypt and load in SFTP server: import requests import json import csv import gnupg import datetime import...
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Engage: Poll Statuses & Actions
Every Poll will have one of the four statuses - “Draft”, “Active”, “Paused” or “Closed“. From the polls Lis...
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Engage: Understanding Poll List
All of the company’s polls would be listed on the polls listing page. On the left menu by clicking the thir...
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Engage: Poll Summary Settings
After completing the 4 steps of settings, question, audience and access, this will be the final step Summar...
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My Settings
Recommended Reader(s): All Users What does this do? The My Settings section is where each individual user...
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Preview Environment
Recommended Reader(s): Super Admins What is the Preview environment? The Preview environment is available ...
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In-app Guides: Localization
Overview Companies expanding into global markets or supporting a multilingual user base need to publish con...
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In-app Guides: Glossary of Terms
Account If you are like many SaaS companies, you will have individual users or visitors signing into ...
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In-app Guides: Analytics
Overview The analytics view offers insights into your visitors’ activity with your application. Betterworks...
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In-app Guides: Metrics
Overview After your guide has been published, you may want to see how it is performing. The Metrics tab giv...
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In-app Guides: Segments
Overview Segments are used throughout Betterworks Guides to filter users for analytics and target users for...