Merge pull request #7740 from MicrosoftDocs/main

Publish main to live 05/24/2024, 3:30 PM

Viva/engage/configure-your-viva-engage-network/configure-viva-engage.md

@@ -5,7 +5,7 @@ f1.keywords:
 ms.author: v-bvrana
 author: Starshine89
 manager: elizapo
-ms.date: 11/01/2023
+ms.date: 05/24/2024
 audience: Admin
 ms.topic: article
 ms.localizationpriority: medium
@@ -21,57 +21,61 @@ description: "Use the Viva Engage admin tools to set up your Viva Engage network
 
 # Configure your Viva Engage tenant
 
-To ensure that your users have a consistent experience, complete these tenant configuration tasks in the Viva Engage admin center before inviting users to Microsoft Viva Engage Enterprise.
+Configuring the Viva Engage tenant requires Microsoft 365 Global administrator or Engage administrator privileges. Administrators don't need to be assigned a Viva Engage license to configure Viva Engage core or premium.
 
 As you get started with Viva Engage, review the links in the [Viva Engage admin help](../eac-overview.md) for other tasks you might want to do, such as [reviewing security and compliance settings](../manage-security-and-compliance/security-and-compliance.md).
+
+To ensure that your users have a consistent experience, complete these tenant configuration tasks in the Viva Engage admin center before inviting users to Microsoft Viva Engage Enterprise.
 
 To access the Viva Engage tenant settings:
 
 - In Viva Engage, select the settings icon and go to the admin center.
 - In the admin center, on the **Setup and configuration** tab, select **Tenant settings**.
 
-#### Set the tenant name
+>[!NOTE]
+> Because Viva Engage is powered by Yammer technology, configuring the tenant through the Yammer admin center publishes changes to both Yammer and Viva Engage. We are working to bring these configuration options to the Viva Engage admin center as part of our admin roadmap.
+
+## Set the tenant name
 
 > [!IMPORTANT]
 > For Microsoft 365 Viva Engage tenants, the name in the Microsoft 365 company profile overrides the tenant name setting in Viva Engage. To change the company profile settings, see [Change your organization's address, technical contact, and more](/microsoft-365/admin/manage/change-address-contact-and-more)
+
 - On the **Tenant settings** page, set the tenant name.
 
-#### Set a usage policy
+## Set a usage policy
 
 To ensure that content is office‐appropriate, you may want to create a usage policy for engagement. For instructions and best practices, see [set up a usage policy](../set-up-usage-policy.md).
 
-#### Upload a tenant logo
+## Upload a tenant logo
+
+As an Engage admin, network admin, or verified admin, you can choose to upload the org’s logo on the Viva Engage tenant. This logo appears on the user’s home feed and leadership corner header.
 
-As an Engage admin, network admin, or verified admin, you can choose to upload the org’s logo on the Viva Engage tenant. This logo appears on the user’s home feed and leadership corner header. 
 - Use the **Tenant logo** setting to add an image. Only one image can be uploaded at a time.
 
-#### Choose a language for system messages
+## Choose a language for system messages
 
-The system generates messages in response to user actions. These messages let the user know if the action was successful. Actions that trigger system messages include changes to the network configuration and within the app. For example, if you create a community, the system generates a banner message confirming that a new community was successfully created.
+The system generates messages in response to user actions. These messages let the user know if the action was successful. Actions that trigger system messages include changes to the network configuration and within the app. 
 
  - From the **Language** setting, choose a language for system messages.
  All future system messages appear in the language you choose. Existing system messages appear in the previous language.
 
-#### Set media configurations through the Yammer admin center
+## Set media configurations through the Yammer admin center
 
 To access the Yammer admin center:
-- From the Viva Engage admin center, on the **Setup & Configuration** tab, select **Tenant settings**. On the Tenant settings page, under **Other**, select **Manage other tenant configurations through the Yammer admin center**.
-- From Viva Engage, select the settings icon, and select **Edit Network admin Settings**.
 
-#### Require users to confirm email messages before posting
+- From the Viva Engage admin center, on the **Setup & Configuration** tab, select **Tenant settings**. On the Tenant settings page, under **Other**, select **Manage other tenant configurations through the Yammer admin center**.
 
-- From the **Configuration** page, use the **Email Settings** to require users to confirm before posting messages using email.
-For more information, see [Configure email and Viva Engage](configure-email-and-viva-engage.md).
+- From Viva Engage, select the settings icon, and select **Edit Network admin Settings**.
 
-#### Turn private messages on or off
+## Turn private messages on or off
 
 You can control whether private messages are allowed on the network at any given time. When you turn this feature off, you remove all reference to private messages in the Engage Inbox and the Share menu on any conversation thread.
 
 Private message content remains ingested for eDiscovery. Users can navigate to old messages through notifications and search, but they can't reply to old messages while the feature is off for the network.
 
 - On the **Configuration** page, in the **Enabled Features** section, select whether to disable private messages.
 
-#### Restrict file upload permissions and file formats
+## Restrict file upload permissions and file formats
 
 1. On the **Configuration** page, in the **File Upload Permissions** section, set which types of files can be uploaded.
 
@@ -103,7 +107,7 @@ Choose from these three options:
 >
 > To delete files, a network admin can select the Viva Engage **Settings** icon and then select **Files**. This opens the **Files** directory for the entire network. Community admins can delete files posted to a group from the **Files** tab in the group they administer.
  
-#### Enable or restrict the use of third-party apps
+## Enable or restrict the use of third-party apps
 
 The growing network of partners and developers in Viva Engage continue to build third-party applications using an API. To find the list of current apps, go to the [App Directory](https://go.microsoft.com/fwlink/?LinkId=524143). There, you can find integrations with Microsoft SharePoint, Microsoft Flow, Microsoft Dynamics, and many other business applications.
 
@@ -118,7 +122,7 @@ The growing network of partners and developers in Viva Engage continue to build
  > 
  > For more information, see [Manage Microsoft 365 Groups with PowerShell](/office365/enterprise/powershell/manage-office-365-groups-with-powershell).
 
-#### Allow Tenor GIFs in messages
+## Allow Tenor GIFs in messages
 
 By default, users can attach GIFs provided by Tenor, a third-party company, to posts.
 
@@ -129,23 +133,24 @@ You can turn off this feature so that users don't see GIFs from Tenor.
 
 - From the **Configuration** page, in the **Enabled Features** section, turn off **Show Tenor GIFs Search**.
 
-#### Control how links are displayed
+## Control how links are displayed
 
 By default, when you create a message with a URL, Viva Engage fetches content associated with third-party websites, including title, summary, images, and GIFs. Existing URLs are cached and retained until the cache expires.
 
 You can turn off the display of this data for links.
 
 - On the **Configuration** page, in the **Enabled Features** section, enable or disable **Fetch URL Content**.
 
-#### Allow message translation
+## Allow message translation
 
 Enable this feature to allow users to translate messages from [any language supported by Microsoft Translator](https://www.microsoft.com/en-us/translator/languages.aspx) into the network's default language. To enable this feature, the network admin must accept a Terms and Services agreement for Microsoft's proprietary translation technology.
 
 When this feature is enabled, users have a **Translate** option with any message posted in a language different than the language they've selected in **Preferences** in their Viva Engage settings.
 
 - On the **Configuration** page, in the **Enabled Features** section, select whether to allow **Message Translation**.
 
-#### Allow abbreviated mentions
+## Allow abbreviated mentions
+
+Enable this feature to allow users to @mention other users without their full name. For example, Carole Poland can be mentioned as Carole.
 
-Enable this feature to allow users to @mention other users without their full name. For example, Carole Poland can be mentioned as Carole. 
 - On the **Configuration** page, in the **Enabled features** section, select **@mention custom usernames**.

Viva/engage/engage-365-copilot-adoption-platform.md

@@ -8,7 +8,7 @@ author: Starshine89
 manager: elizapo
 ms.date: 04/12/2024
 audience: Admin
-ms.topic: conceptual
+ms.topic: concept-article
 ms.service: viva-engage
 ms.collection: 
  - viva-copilot

Viva/engage/manage-security-and-compliance/data-privacy-security-copilot-engage.md

@@ -7,7 +7,7 @@ author: Starshine89
 manager: elizapo
 ms.date: 01/17/2024
 audience: Admin
-ms.topic: conceptual
+ms.topic: concept-article
 ms.service: viva-engage
 ms.localizationpriority: medium
 ms.collection: 

Viva/glint/setup/360-add-edit-cycle-questions.md

@@ -20,11 +20,14 @@ ROBOTS: NOINDEX, NOFOLLOW
 
 # Add and edit 360 cycle questions
 
+> [!NOTE]
+> This feature is available to preview customers only. Features described here are subject to change.
+
 Add or modify prepopulated 360 program template questions. Add questions from our Question Library by selecting the + symbol. 
 - You can use the **+ symbol under the question list**.
 - You can also use or **+ in the blue circle** at the bottom of the page. The + symbol in the circle takes you directly to rating and open-ended questions.
 
-:::image type="content" source="../../media/glint/setup/360-add-question.png" alt-text="Screenshot of the Survey Questions page and the + button to add or edit.":::
+:::image type="content" source="../../media/glint/setup/360-add-question.png" lightbox="../../media/glint/setup/360-add-question.png" alt-text="Screenshot of the Survey Questions page and the + button to add or edit.":::
 
 ## Use the Question Library 
 When the Question Library window opens, add or edit questions from our list of validated questions or from any custom questions you added to the Question Library. Locate them by using filters.

Viva/glint/setup/360-competencies.md

@@ -0,0 +1,109 @@
+---
+title: Viva Glint 360 competencies and reporting
+description: Competencies are verifiable characteristics and skills, which enable and improve the efficiency of performing work. Learn to develop your competency model.
+ms.author: JudithWeiner
+author: JudyWeiner
+manager: MelissaBarry
+audience: admin
+f1.keywords: NOCSH
+keywords: 
+ms.collection: 
+- m365initiative-viva
+- selfserve 
+search.appverid: MET150 
+ms.topic: article
+ms.service: viva-glint
+ms.localizationpriority: high
+ms.date: 5/24/2024
+ROBOTS: NOINDEX, NOFOLLOW
+---
+
+# Viva Glint 360 competencies and reporting
+
+> [!NOTE]
+> This feature is available to preview customers only. Features described here are subject to change.
+
+This section covers program competencies, survey guidance, report access and timing, and global reporting guidance. 
+
+:::image type="content" source="../../media/glint/setup/360-competencies-reporting-access.png" lightbox="../../media/glint/setup/360-competencies-reporting-access.png" alt-text="Screenshot how to access Competencies & Reporting in Cycle Settings.":::
+
+## Competencies
+
+Competencies are a set of verifiable characteristics and skills that enable and improve the efficiency of performing work. 
+
+- A Glint 360 cycle can include a maximum of 150 competencies. 
+- The typical number is in the range 3-10. 
+- Except for the Competency Name and Description, competencies can't be added or deleted once a cycle is live. 
+- Competencies map only to ratings questions. 
+- The Glint Manager 360 template includes 13 competencies mapped to template rating questions. 
+- To go live, a cycle must have at least one competency-question mapping. Each competency must map to at least one question.
+
+## Develop a competency model
+
+Develop a competency model which is relevant to the success criteria for your organization. Follow these recommended steps:
+
+- Collect information on what is considered success behaviors.
+- Draft critical behavioral statements.
+- Validate the competency model by comparing 360 results to desired business outcomes. 
+
+Repeat this process for each major demographic.
+
+## Question mapping
+
+To maximize the reporting experience, map all ratings questions to at least one competency. Although a competency can map to more than one rating question, a rating question can map to only one competency. 
+
+Procedure to map a competency to a question that is already mapped to another competency:
+
+1. Go to the other competency and remove its mapping to that question
+1. Return to the other competency to map the question.
+
+### Customizing a competency and mapping it to a question
+
+:::image type="content" source="../../media/glint/setup/360-competencies-reporting.png"alt-text="Screenshot how to access Competencies & Reporting in Cycle Settings.":::
+
+Repeat this procedure until you have mapped all competencies to at least one question:
+
+1. In Cycle Settings, select **Competencies & Reporting**. The *Competencies & Reporting* page opens. The Competencies section shows the number of questions mapped to each competency.
+2. Select the competency to be customized or mapped.
+3. Assign values to the Competency Name and Competency Description fields. This text is used in reports
+4. Select at least one question to map to the competency. To search for a question, begin entering the question label in the *Search Question* field. 
+5. Select **Save Changes.**
+
+### Adding a competency
+
+To add a competency to a cycle:
+
+1. In Cycle Settings, select **Competencies & Reporting**. 
+2. In Competencies, select **Competency**. The *Add Competency* window opens.
+3. Assign values to the Competency Name and Competency Description fields.
+4. Select at least one question to map to the competency. 
+5. Select **Save Changes.**
+
+### Removing a competency
+
+To remove a competency from a cycle:
+
+1. In *Cycle Settings*, select **Competencies & Reporting**.
+2. Go to **Competencies**. 
+3. Hover over the competency to be removed. 
+4. Select the **trash can symbol** next to the competency. 
+5. Select **Delete** in the confirmation dialog box.
+
+## Survey guidance
+
+Glint offers standard program and report guidance templates. 
+
+1. Toggle Survey Guidance to **ON** to reveal the *Select a content resource* dropdown menu. 
+1. **Key in 360 in the search bar** to access the standard templates. 
+
+:::image type="content" source="../../media/glint/setup/360-survey-guidance.png"alt-text="Screenshot of the dropdown menu to select guidance in Cycle Settings.":::
+
+>[!TIP]
+> We recommend using **360 _Survey_Guidance** for the Survey Guidance. Review and edit the guidance from within *Content Resources*. 
+
+
+
+
+
+
+

Viva/glint/setup/360-core-questions.md

@@ -20,9 +20,12 @@ ROBOTS: NOINDEX, NOFOLLOW
 
 # 360 core survey questions
 
+> [!NOTE]
+> This feature is available to preview customers only. Features described here are subject to change.
+
 In *Cycle Settings*, chooose **Survey Questions**.
 
-:::image type="content" source="../../media/glint/setup/360-cycle-setting-survey-questions.png"alt-text="Screenshot of the second section to set up in Cycle Settings.":::
+:::image type="content" source="../../media/glint/setup/360-cycle-setting-survey-questions.png" lightbox="../../media/glint/setup/360-cycle-setting-survey-questions.png" alt-text="Screenshot of the second section to set up in Cycle Settings.":::
 
 In the Glint Manager 360 Program template, questions are pre-populated. 
 

Viva/glint/setup/360-design-templates.md

@@ -20,6 +20,9 @@ ROBOTS: NOINDEX, NOFOLLOW
 
 # 360 program design and templates
 
+> [!NOTE]
+> This feature is available to preview customers only. Features described here are subject to change.
+
 [Refer to this guidance for Viva Glint best practices for customizing and setting up programs](https://go.microsoft.com/fwlink/?linkid=2240920).
 
 In addition to the guidance linked above, there are items specific to 360 design to keep in mind. Viva People Scientists conducted an extensive study to identify 300+ unique work behaviors. This study resulted in the validated core items populated in the 360 template. Open-ended questions provide additional context and help the subject prioritize developmental opportunities.
@@ -46,6 +49,6 @@ Follow this process:
 
 New cycles are created manually using **+ New Cycle**.
 
- :::image type="content" source="../../media/glint/setup/360-templates.png" alt-text="Screenshot of the Glint manager 360 Program template and a Blank 360 template.":::
+ :::image type="content" source="../../media/glint/setup/360-templates.png" lightbox="../../media/glint/setup/360-templates.png" alt-text="Screenshot of the Glint manager 360 Program template and a Blank 360 template.":::
 
 

Viva/glint/setup/360-general-settings.md

@@ -20,6 +20,9 @@ ROBOTS: NOINDEX, NOFOLLOW
 
 # Viva Glint 360 feedback General Settings
 
+> [!NOTE]
+> This feature is available to preview customers only. Features described here are subject to change.
+
 From the Glint admin dashboard, select the Configuration symbol and then General Settings. Review selections that apply to all your Viva Glint programs and confirm that 360 items are set up. [View, edit, or update the information](https://go.microsoft.com/fwlink/?linkid=2230744), focusing on these three items:
 
 </div>

Viva/glint/setup/360-overview.md

@@ -20,6 +20,9 @@ ROBOTS: NOINDEX, NOFOLLOW
 
 # Viva Glint 360 feedback program overview
 
+> [!NOTE]
+> This feature is available to preview customers only. Features described here are subject to change.
+
 The Microsoft Viva Glint 360 feedback program and process gives insight into a manager's strengths and opportunities with a specific, long-term focus on improvement.
 
 ## 360 feedback process

Viva/glint/setup/360-roles-permissions.md

@@ -20,6 +20,9 @@ ROBOTS: NOINDEX, NOFOLLOW
 
 # 360 User Roles and permissions
 
+> [!NOTE]
+> This feature is available to preview customers only. Features described here are subject to change.
+
 By default, people in the Viva Glint admin role have access to create and edit all Glint programs, including 360s. You may, however, choose to set up an extra user role to *only* have access to edit 360 programs. In this case, you first need to create a user role - or adjust an existing user role - to have exclusive 360 admin permissions. 
 
 More information on [Create a Viva Glint User Role](https://go.microsoft.com/fwlink/?linkid=2230740).
@@ -38,7 +41,7 @@ From the Glint admin dashboard, select the **Configuration symbol** and then **U
 5. Select **Manage Feedback** to allow anyone in this role to edit 360 programs. 
 6. Select **Save Changes** and then **Save Permissions**.
 
- :::image type="content" source="../../media/glint/setup/360-confirm-changes-permissions.png" alt-text="Screenshot of confirming changes to permissions.":::
+ :::image type="content" source="../../media/glint/setup/360-confirm-changes-permissions.png" lightbox="../../media/glint/setup/360-confirm-changes-permissions.png" alt-text="Screenshot of confirming changes to permissions.":::
 
 1. Now, in *All Members*, add all subjects and people who will be granted access to a subject’s 360 report to that user role. Use the search bar to search employee names.
 
@@ -72,7 +75,7 @@ Following the procedure for granting feedback access, enable Create Focus Areas
 
 Use the **Add/Edit Employees** button to open the *Choose a way to add employees* window. Follow the on-screen guidance.
 
-:::image type="content" source="../../media/glint/setup/360-add-edit-user-role.png" alt-text="Screenshot of the Choose a way to add employees pop-up window.":::
+:::image type="content" source="../../media/glint/setup/360-add-edit-user-role.png" lightbox="../../media/glint/setup/360-add-edit-user-role.png" alt-text="Screenshot of the Choose a way to add employees pop-up window.":::
 
 > [!TIP]
 > Within a user’s profile, use the View As feature to confirm a user’s access to a program.