How-To
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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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Betterworks 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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Betterworks Engage: Sample Code to setup SFTP Automation
Sample Python Code that can be used as reference to set up the SFTP automation - Encrypt and Load in SFTP s...
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Betterworks 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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Betterworks 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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Betterworks 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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Betterworks Engage: Poll Access Settings
POLLS > CREATING A POLL ACCESS SETTINGS After completing the first step of general settings and second step...
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Platform Tour
When logging into Betterworks as a new user, you can get started by taking the tour! Start the Tour Convers...
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Homepage
Welcome to your homepage! To enable, you must be an Admin or Super Admin. Simply navigate to Admin > Progra...
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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 Betterworks Preview Environment i...
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Aligning Objectives
Recommended Reader(s): All Users How do I align my objectives? Objective alignment is based on the contribu...
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Cloning Objectives & Key Results
Recommended Reader(s): All Users Why clone? Do you have objectives that are similar to some of your tea...
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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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Make a Key Result into an Objective
Why do this? Making a Key Result into an Objective can allow for nested Objectives. This is referred to as...
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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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Using the Conversations Module
What are Conversations? Conversations are great for doing check-ins with your manager or direct report. The...
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Conversation Statuses Defined
What are Conversation statuses, and why are they helpful? The statuses of a Conversation keep all parties o...
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Request to Edit a Conversation
What if I need to edit a conversation that's past due? Notes: A conversation is able to be edited until th...
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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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Template Cloning
What is template cloning? Template cloning allows admins to copy settings and content from existing templat...
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Feedback Summary
All of your scheduled feedback is now in one place! Viewing the Feedback Summary tab in your feedback modul...
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Why is my Feedback template locked?
We think about each cycle of a Feedback template as a snapshot view of someone’s performance as seen by the...
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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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Microsoft Teams Integration
Recommended Reader(s): All Users What is the Betterworks Microsoft Teams integration? The Betterworks Micro...
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Using An SFTP Server
Recommended Reader(s): Super Admins What's going on? If it's your first time connecting to an SFTP server, ...
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Using the Slack Integration
Recommended Reader(s): All Users What does it do? The Betterworks Slack integration allows you to privately...
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Configuring the Slack Integration
Recommended Reader(s): Super Admins What is Betterworks Slack integration? The Betterworks Slack integrati...
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HRIS Integration
Recommended Reader(s): Super Admins What is an HRIS Connector? The Betterworks HRIS Connector allows you to...
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Betterworks API
Recommended Reader(s): Super Admins What does it do? The Betterworks REST API allows applications to progra...
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Understanding Admin Abilities
Recommended Reader(s): Super Admins, Admins, HR Admins What is an Admin? Administrators are users with addi...
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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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Enabling the Feedback Summary
As a Super Admin, you can enable the Feedback Summary to help your users more readily understand trends in ...
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OKR CSV Upload
What you will need: A Professional Service Package, as this must be done by betterworks in our backend. ...
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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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