The BetterWorks Conversations module opens up a new way to manage frequent performance development at your organization. BetterWorks Conversations builds on a team member's goals data in BetterWorks to improve the quality of performance conversations - all while reducing overhead. Your users’ goals data will be available during the conversation to drive contextual and focused conversations. If you’d like to interact with the Conversations module for the first time, navigate to the Preview Environment.
BetterWorks Conversations allow you to:
1) Structure OKR setting and reflection across your organization
2) Improve quality of progress updates throughout the year
3) Help employees give valuable upward feedback
4) Create a culture of frequent feedback and coaching
5) Integrate career growth conversations to all of the above
6) Conduct performance reviews
As an Admin, you have the ability to configure the Conversations and questions for your entire organization.
To turn on Conversations in BetterWorks, head to the Admin tab and choose Conversations on the bottom left. This is where Administrators can enable the module.
Once enabled, an admin will see two options - Anytime conversations and Scheduled conversations. Anytime conversations allow managers and employees to pick from a list of conversation templates and and have their own one-on-one conversation in BetterWorks at the time of their choosing. Scheduled conversations are conducted by a BetterWorks admin and will be pushed either to all or a predefined list of employees.
Configuring a Conversation:
The first step is to name the conversation. The conversation name and description will be visible to all employees. The description is a great opportunity to give employees some context around the conversation as well as to provide links to any relevant company resources.
Admins decide the direction of each Conversation - each BetterWorks Conversation can be either one-way or bidirectional but will always be held between a manager and their report.
Now, it's time to write the questions that the managers and employees should complete. You will be able to clone the questions and copy and paste from field to field. Click “Save” at the top right.
For Scheduled conversations, there is an option to define notifications to automatically send email reminders to conversation participants. Finally, a cycle must be set during which the conversation will run - you cannot set a conversation to start on the same day and the end date cannot be the same as the start date.
There are some advanced options which can be configured as well. Special Lock Dates allow an admin to ensure that an employee is unable to edit their answers without approval after they've shared their answers. Adding an Admin Review period will change the Share button that a user would normally see to a Submit button - this allows employees and/or managers to submit responses which can be reviewed by HR before being shared. Both of these features can help facilitate a more formal review process and may not be needed for a recurring check-in or other more frequent conversation type.
Finally, a conversation must be set to "On" in order for it to be made visible to your BetterWorks user base:
This deployment toggle allows you to keep conversation templates without making them visible to end users. Templates can be toggled "off" and will no longer appear in a users current conversations list (all previous instances of this conversation will still be available in their past conversation view).