How-to
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Homepage & Activity Stream
Introduction Our homepage is a great way for users to understand what has been happening lately and what ac...
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System Notifications
Contents Overview Configuring System Notifications Summary of System Notifications Overview System notifi...
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Languages & Localization
What languages are available in Betterworks? The language feature allows Betterworks customers with emp...
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Adding & Updating Users: Individual Update
If you only wish to add or update a single or a few users, you can do so in the Admin module via: Admin → U...
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Adding & Updating Users: CSV Upload
Contents Building out the user CSV file Uploading the user CSV file Building out the department CSV file U...
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Using Departments, Groups & Teams
Introduction Users are usually assigned to a department within their user profile. However, in addition to ...
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OKR Uploads
Prerequisites A Professional Service Package (as this must be completed on the backend) Spreadsheet applic...
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Creating & Managing Objectives & Key Results
Contents Create Create/Edit An Objective Create/Edit A Key Result Manage — Users Objective Permission...
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Objective Visibility & Exports
Contents Filters & Custom Views Find Missing Objectives Other Ways to Visualize Objectives Export Objectiv...
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Scope & Type
Introduction Previously, the only attribute that could be used to classify an objective or a key result was...
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Objective Weights
Introduction Managers can assign weights to objectives for their direct reports. An objective weight score ...
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Measuring Progress
Settings Metrics Being able to count on accurate and up-to-date objective progress lends to confidence and ...
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Designing Your Feedback Program
Designing your Feedback Program The Feedback Module provides the opportunity to give feedback and/or receiv...
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Configuring Feedback
Contents Why Feedback? Anytime Feedback: Requested by user Anytime Feedback: Requested by user's manager A...
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Feedback Visibility for Skip Level Managers
Introduction The Betterworks Feedback module offers the ability for administrators to provide skip level ma...
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Feedback Notifications
Introduction In a scheduled feedback template (under "Step 5: Set up notifications"), administrators can de...
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Designing Your Recognition Program
Introduction As the BetterWorks Administrator, you have the ability to enable the recognition, set suggeste...
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Giving & Viewing 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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Betterworks Integrations Index
API: Betterworks API cURL & the Betterworks API Developer Documentation HRIS: HRIS Integration Using A...
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SSO Overview
Contents What is SSO? Why Use SSO with Betterworks? Using SAML 2.0 Using Google OAuth Mobile Apps with SSO...
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Configuring SSO (SAML 2.0)
What does it do? This article explains how to configure Single Sign-On (SAML 2.0) for your Betterworks inst...
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Configuring SSO (Google OAuth 2.0)
To configure Google OAuth 2.0 in Betterworks, simply reach out to Support Team — support@betterworks.com. I...
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Common SSO Errors & Troubleshooting
Contents Introduction User Cannot Log In (Prompt to enter Betterworks-specific password) User Cannot Log I...
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HRIS Integration
Contents Introduction Security Requirements Common HRIS Providers Basic Setup Advance Setup CSV Templates ...
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Designing Your Conversations Program
Introduction Betterworks Conversations are designed to support continuous performance development that is l...
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Configuring & Managing Conversations
Contents Enabling Conversations Anytime Conversations Configuring Anytime Conversations Scheduled Conversa...
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Using Conversations
Contents Access Scheduled Conversations Skip Level Visibility Launch An Anytime Conversation Take Ownershi...
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Conversation Notifications
Contents Received by managers and/or direct reports Conversation Start Mid-cycle Reminder Conversation Ow...
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Using Administrator Reports
What are Administrator reports? Administrators can generate reports that show usage and adoption metrics in...
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Using the Usage Dashboard
The usage dashboard helps you manage and communicate the value of your betterworks program. You can easily...
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Custom Fields
Overview You can add up to 50 custom fields for your users with custom naming conventions that will display...
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Performance Snapshot
Who is the Performance Snapshot for? The Performance Snapshot is a feature for people managers and administ...
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Execution Insights Overview
Introduction Execution Insights offers the ability for administrators and managers to view progress and act...
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Manager Insights v2
Introduction Note: To enable this feature, please contact your Customer Success Manager or the Support Team...
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Engage: Multi-Language Surveys
Contents Introduction Setting Languages Uploading Translations FAQs Introduction Note: This feature needs...
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Engage: Focus Areas
Introduction With focus areas, people leaders and managers can: Analyze survey results Shortlist improveme...
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Introduction to Polls
Contents Introduction Understanding Polls Editing a Poll General Settings Poll Question Settings Poll Acce...
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Engage: Organization-wide Survey Links
Introduction With the capability of administering surveys through a single organization-wide survey link (a...
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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
Contents Creating Custom Roles Modifying Existing Roles Assigning Roles to Users Introduction Roles are...
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OKR Team Edition: Program Design
As you set out to implement OKRs with Betterworks Team Edition, begin by defining the guidelines of your OK...
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OKR Team Edition: Platform Configuration
Name your OKR and Conversation Modules Set your Time Zone & Language Business Calendar Grant Support Acces...
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OKR Team Edition: Recorded Webinars
Program Design Webinar | 20m This session will help you understand how to design an OKR program as well as ...
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OKR Team Edition: Measuring Success
Introduction Now that you've launched OKR Team Edition with your organization, it's important to monitor an...
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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: Localization
Overview Companies expanding into global markets or supporting a multilingual user base need to publish con...
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In-app Guides: Segments
Overview Segments are used throughout Betterworks Guides to filter users for analytics and target users for...
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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: Analytics
Overview The analytics view offers insights into your visitors’ activity with your application. Betterworks...
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In-app Guides: v2 Overview & FAQs
Overview In Guides v2, Guides organizations will transition to a new navigational UI. The new UI provides o...