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Betterworks Go: Platform Configuration

Contents

Naming Modules

Location: Admin → Platform Configuration → Organization branding → Naming

naming.png

Recommendation: N/A

Implications: Updates the naming convention for the application in the following areas:

  • Top navigation bar
  • Within each module
  • Email notifications
  • Reports

Set Time Zone

Location: Admin → Platform Configuration → Operational settings → Time zone

Recommendation: Set this to the time zone of your HQ.

Implications: Email notifications will rely on this timezone, no matter where individual users are located.

time_zone.png

Set Language

Location: Admin → Platform configuration → Operational settings → Language

Implications: Selecting a language other than English will change the date format from MM/DD/YYYY to DD/MM/YYYY.

language.png

Note: This will be the default language, but users can set their own language settings from their account under "My settings". Our Betterworks Go offering supports English + 1 other language.

Business Calendar

Location: Admin → Platform configuration → Operational settings → Business calendar

Recommendation: Divide this quarterly.

business_calendar.png

Implications: The default end date for new goals will be the end of the current quarter.

Grant Support Access

Location: Admin → Platform Configuration → Security → Support Access

Recommendation: Open access.

Implications: Allows Betterworks Support to access your organization for troubleshooting.

support_access.png

Define Goal Categories, Scope & Type

Location: Admin → Program Management → Goals → Settings → Attributes

Recommendation: Enable categories, scope & type. 

categories_scope_type.png

Implications:

    • Allows for additional filtering for custom filters that can be created by each user.
    • Allows for additional reporting filtering for administrators.

Note: Categories default to alphabetical order, but if you'd like them arranged differently, you can add a number to the beginning of the category name (i.e. "1. Category Name"). 

Confirm Goal Assessment Configuration

Location: Program Management → Goals → Settings → Assessments

Recommendation: Enable goal scoring.

assessments_goal_scoring.png

Implications:

    • Progress made against a goal is already tracked through regular progress updates.
    • Less asks for your employees when just starting this program.

Set Program Emails

Location: Admin → Program Management → Notifications → Program emails

Recommendation: Set to 14 days after the start of the business period. Enable all.

program_emails.png

Implications: Automated emails will be sent to all users based on the dates set relative to the due date.

Enable System Notifications

Location: Admin → Program Management → Notifications → System notifications

Recommendation: Enable all. 

Implications: All activity will trigger notification emails. To learn more, see this article. 

Note: If a notification is set to "Custom" users will be able to update notification settings from their account under "My settings".

Set Top Company Goals

Location: Admin → Program management → Goals → Management

Recommendation: Select goals owned by individual executives each quarter. 

top_company_goals.png

Implications:

    • The active goals identified will show in the Top Company Goals each quarter.
    • All past Top Company Goals will be available when users go to past quarters.

Note: There is no need to remove goals from past quarters.