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  1. betterworks
  2. How-To
  3. Administrative Actions

Administrative Actions

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  • Understanding Admin Abilities

    Recommended Reader(s): Super Admins, Admins, HR Admins What is an Admin? Administrators are users with addi...

    The Betterworks Team
    March 23, 2016 00:48
  • 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...

    The Betterworks Team
    April 01, 2020 16:13
  • Calibration

    Overview of Calibration Configuring Calibration Turn On Calibration Set Up a Conversation Create a Calibr...

    The Betterworks Team
    March 09, 2020 18:17
  • Enabling the Feedback Summary

    As a Super Admin, you can enable the Feedback Summary to help your users more readily understand trends in ...

    Sydney Phelon
    December 17, 2019 19:50
  • OKR CSV Upload

     What you will need: A Professional Service Package, as this must be done by betterworks in our backend.  ...

    Sydney Phelon
    August 30, 2019 19:19
  • Configuring Goal Scoring

    What are Goal Settings?  Super Admins have some options to consider when configuring the Goal settings for ...

    Sydney Phelon
    August 27, 2019 19:04
  • Adding/Updating Users Individually

    If you only wish to update, create, deactivate, or reactivate a few or a single user's information, you can...

    Sydney Phelon
    August 07, 2019 18:37
  • Using Departments, Groups or Teams

    Introduction People in the Betterworks platform (called users) are usually assigned to a Department in the ...

    Sydney Phelon
    August 06, 2019 18:40
  • Organizing users into Groups

    Recommended Reader(s): Super Admins What are Groups? Groups are used by Super Admins to manage users into s...

    The Betterworks Team
    July 18, 2019 18:58
  • Viewing Conversations as an Administrator

    How do I view the Conversations of the users I support? As a Super Admin or HR Admin, you can view the Con...

    Sydney Phelon
    July 12, 2019 20:11
  • Confidential Questions

    What are they? Confidential questions are used to give the HR Team an indication of how well the Conversati...

    The Betterworks Team
    April 18, 2019 20:29
  • Enabling Anytime Manager Requested Feedback

    What does it do? Administrators can enable an Anytime Manager Requested Feedback template in 'Feedback sett...

    Sydney Phelon
    April 05, 2019 17:51
  • Approve or Deny a Request to Edit Conversation

    How can I approve an edit request? When a team member requests to edit a past due Conversation, this is wha...

    Sydney Phelon
    February 06, 2019 20:49
  • Program Insights: Recognition

    What does it do? The Recognition feature within the new Program Insights module adds reporting power to you...

    Fred Pukay
    December 12, 2018 17:46
  • Program Insights: Feedback

    What does it do? The Feedback feature within the new Program Insights module adds reporting power to your O...

    Sydney Phelon
    December 11, 2018 21:41
  • Program Insights: Conversations

    What does it do? Program Insights offers the ability to view analytics by modules. In Conversations module,...

    Albert Díaz
    December 10, 2018 23:53
  • Program Insights: Goals

      What does it do? Program Insights offers the ability to view analytics by Modules. In Goals module, the d...

    Albert Díaz
    December 10, 2018 16:44
  • Program Insights: Overview

    What is Program Insights? It's a set of dashboards that puts advanced visualization and analytical tools in...

    Sydney Phelon
    December 07, 2018 18:58
  • Localization and Languages

    Recommended Reader(s): All Users What does it do? The new language feature allows Betterworks customers wit...

    The Betterworks Team
    November 05, 2018 20:44
  • Configuring Conversations

    Where can I begin? To access the Conversations, navigate to Admin > Program Management > Conversations/Sett...

    The Betterworks Team
    October 02, 2018 15:07
  • Admin and Skip Level Manager Permissions for Conversations

    These Permissions allow for Super Admins, HR Admins, and/or Skip Level Managers to access the conversations...

    Gloria Liou
    June 15, 2018 23:15
  • How to Use System Notifications

    Recommended Reader(s): Super Admins, Admins, Users Contents Contents Configuring system notifications Summ...

    The Betterworks Team
    March 22, 2018 02:41
  • Designing Your Feedback Program

    Designing your Feedback Program The Feedback Module provides the opportunity to give feedback and/or receiv...

    Morty Frey
    December 18, 2017 22:19
  • Performance Reviews: Recommended Conversations Configurations

    Use Case Attributes: Includes both a self-evaluation and a manager evaluation Output of the conversation i...

    The Betterworks Team
    December 07, 2017 00:14
  • Configuring Feedback

    Why Feedback? Feedback cycles can be configured for a variety of use cases. A few examples include: 360 fe...

    Gloria Liou
    February 06, 2017 16:38
  • Building your Recognition Program

    The betterworks Recognition module provides an individual the opportunity to give recognition to and/or rec...

    Gloria Liou
    February 03, 2017 20:31
  • Automated & Manual Program Emails

    Recommended Reader(s): Super Admins, Admins Contents Automated & Manual Program Emails Getting Started wit...

    The Betterworks Team
    November 10, 2016 17:55
  • Conversation Participant Selection

    When it comes to Conversations in your organization, you might have varying needs across your departments a...

    Jason Milliken
    October 25, 2016 22:11
  • Bulk Deactivate Users

    What you'll need: BetterWorks admin rights. Spreadsheet software such as Microsoft Excel or Google Sheets....

    Dave Zinsman
    September 20, 2016 20:35
  • Using the Usage Dashboard

    The usage dashboard helps you manage and communicate the value of your betterworks program. You can easily...

    Gloria Liou
    August 05, 2016 22:34
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