Administrative Actions
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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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Adding & Updating Users Manually: Individual Update
If you only wish to update, create, deactivate or reactivate a single or a few users, you can do so in the ...
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Using Departments, Groups or Teams
Introduction People in the Betterworks platform (called users) are usually assigned to a Department in the ...
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Organizing Users Into Groups
What Are Groups? Groups are used by Super Admins to manage users into specific categories to be used elsewh...
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Enabling Anytime Manager Requested Feedback
What does it do? Administrators can enable an Anytime Manager Requested Feedback template in 'Feedback sett...
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Program Insights: Recognition
What does it do? The Recognition feature within the new Program Insights module adds reporting power to you...
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Program Insights: Feedback
What does it do? The Feedback feature within the new Program Insights module adds reporting power to your O...
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Program Insights: Conversations
What does it do? Program Insights offers the ability to view analytics by modules. In Conversations module,...
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Program Insights: Goals
What does it do? Program Insights offers the ability to view analytics by Modules. In Goals module, the d...
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Program Insights: Overview
What is Program Insights? It's a set of dashboards that puts advanced visualization and analytical tools in...
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Localization and Languages
Recommended Reader(s): All Users This article reviews the languages available in the Betterworks platform...
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How to Use System Notifications
Recommended Reader(s): Super Admins, Admins, Users Contents Contents Configuring system notifications Summ...
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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
Why feedback? Feedback cycles can be configured for a variety of use cases. A few examples include: 360 f...
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Building your Recognition Program
The betterworks Recognition module provides an individual the opportunity to give recognition to and/or rec...
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Automated & Manual Program Emails
Recommended Reader(s): Super Admins, Admins Contents Automated & Manual Program Emails Getting Started wit...
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Bulk Deactivate Users
What you'll need: BetterWorks admin rights. Spreadsheet software such as Microsoft Excel or Google Sheets....
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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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Designing Your Conversations Program
Betterworks Conversations are designed to support continuous performance development that is lightweight, d...
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Manage Administrators
Recommended Reader(s): Super Admins How do I manage administrators? Users with Super Admin privileges can v...
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Understanding Administrator Abilities
What is an administrator? Administrators are users with additional permissions that affect your organizatio...
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Adding & Updating Users Manually: CSV Upload
Building Out the User CSV File Uploading the User CSV File Building Out the Department CSV File Uploading ...
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Configuring Single Sign-On (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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Creating and Managing Goal Categories
Why use Categories? Categories are a quick, simple way to get extra specificity when you’re sorting Goals. ...
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Allowing Customer Support to Help Even More
What is support access? Sometimes an important issue can’t wait. Now you can grant betterworks support agen...
