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...
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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 ...
Sydney Phelon -
OKR CSV Upload
What you will need: A Professional Service Package, as this must be done by betterworks in our backend. ...
Sydney Phelon -
Configuring Goal Scoring
What are Goal Settings? Super Admins have some options to consider when configuring the Goal settings for ...
Sydney Phelon -
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 -
Using Departments, Groups or Teams
Introduction People in the Betterworks platform (called users) are usually assigned to a Department in the ...
Sydney Phelon -
Organizing users into Groups
Recommended Reader(s): Super Admins What are Groups? Groups are used by Super Admins to manage users into s...
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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...
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Confidential Questions
What are they? Confidential questions are used to give the HR Team an indication of how well the Conversati...
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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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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...
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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...
Fred Pukay -
Program Insights: Feedback
What does it do? The Feedback feature within the new Program Insights module adds reporting power to your O...
Sydney Phelon -
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 What does it do? The new language feature allows Betterworks customers wit...
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Configuring Conversations
Where can I begin? To access the Conversations, navigate to Admin > Program Management > Conversations/Sett...
Sydney Phelon -
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...
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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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Performance Reviews: Recommended Conversations Configurations
Use Case Attributes: Includes both a self-evaluation and a manager evaluation Output of the conversation i...
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Configuring Feedback
Why Feedback? Feedback cycles can be configured for a variety of use cases. A few examples include: 360 fe...
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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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Conversation Participant Selection
When it comes to Conversations in your organization, you might have varying needs across your departments a...
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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...
