From eb11a7703413248c29c999bdbce8057005d8fc05 Mon Sep 17 00:00:00 2001 From: zachminers <138257873+zachminers@users.noreply.github.com> Date: Mon, 7 Oct 2024 16:15:20 -0600 Subject: [PATCH 1/8] Update introduction-to-templates.md --- .../templates/introduction-to-templates.md | 47 ++----------------- 1 file changed, 4 insertions(+), 43 deletions(-) diff --git a/Viva/insights/advanced/analyst/templates/introduction-to-templates.md b/Viva/insights/advanced/analyst/templates/introduction-to-templates.md index 34568f239..b59880aa7 100644 --- a/Viva/insights/advanced/analyst/templates/introduction-to-templates.md +++ b/Viva/insights/advanced/analyst/templates/introduction-to-templates.md @@ -1,5 +1,5 @@ --- -ms.date: 07/14/2022 +ms.date: 10/08/2024 title: Introduction to Power BI templates in Microsoft Viva Insights description: Learn about Microsoft Viva Insights Power BI templates author: zachminers @@ -24,49 +24,10 @@ Before analysts can get to work, they’ll need to be assigned the **Insights An ### Licensing notes -* To use analyst features, an employee needs only to have the **Insights Analyst** role assigned. They don’t need to have been assigned a Viva Insights license. +* To use analyst features, an employee needs only to have the **Insights Analyst** role assigned. + * The predefined templates available in the Analysis page require the use of the Power BI Desktop, December 2022 version or newer. You don’t need a license for Power BI Desktop; you can download it for free by going to [Getting started with Power BI](https://powerbi.microsoft.com/getting-started-with-power-bi/). If you have an earlier version of Power BI desktop installed, uninstall it before reinstalling the new version. > [!VIDEO https://www.microsoft.com/videoplayer/embed/RW1lhYT] -## Power BI reports - -On the **Analysis** page in Viva Insights, you'll find templates for the following Power BI reports. Select the links below to learn more about each template and to view an interactive demo. - -**[Business resilience](business-resilience.md)** - -Keep a pulse on business resilience and employee wellbeing while navigating large shifts in the way your company works. - -**[Hybrid workforce experience](hybrid-workforce-experience.md)** - -Understand how hybrid work affects the experience of onsite, hybrid, and remote employees differently. - -**[Impact explorer](impact-explorer.md)** - -Estimate the impact of taking actions that can help employees stay productive and engaged.​ - -**[Manager effectiveness](manager-effectiveness.md)** - -Gain insight into collaboration patterns of people managers and find ways to improve their effectiveness. - -**[Meeting effectiveness](meeting-effectiveness.md)** - -Identify whether employees practice habits that lead to more effective meetings. - -**[Onboarding and development](onboarding.md)** - -Identify opportunities to help employees develop in their new roles. - -**[Recurring meeting audit](recurring-meeting.md)** - -Investigate whether large and long recurring meetings are too expensive. - -**[Ways of working](ways-of-working.md)** - -Perform a broad study of collaboration patterns, meeting effectiveness, wellbeing, and coaching to uncover areas for improvement. - -**[Wellbeing - balance and flexibility](wellbeing.md)** - -Analyze employee work balance and flexibility at your company, uncover opportunities for improvement, and track trends over time. - - +To learn more about the individual reports, refer to the links in the table to the left of this page. \ No newline at end of file From f51f85e2f41acfdec959598691aca32a6878a0a9 Mon Sep 17 00:00:00 2001 From: zachminers <138257873+zachminers@users.noreply.github.com> Date: Mon, 7 Oct 2024 17:34:08 -0600 Subject: [PATCH 2/8] Update query-results.md --- Viva/insights/advanced/analyst/query-results.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/Viva/insights/advanced/analyst/query-results.md b/Viva/insights/advanced/analyst/query-results.md index 845fa16d2..5acaaee2f 100644 --- a/Viva/insights/advanced/analyst/query-results.md +++ b/Viva/insights/advanced/analyst/query-results.md @@ -1,5 +1,5 @@ --- -ms.date: 10/07/2024 +ms.date: 10/08/2024 title: Access query results and modify existing queries description: Learn how to access query results in the advanced insights app author: zachminers @@ -161,7 +161,7 @@ Deleting a query removes it from the results list for everyone in the organizati When you define a query, you select metrics and employee attributes. After the query runs, its results are organized into columns and rows. The column headers in the results match the attribute names and metric names that you selected while defining the query. To learn how to download these results, read on. >[!Note] ->"NULL" values in your results indicate employees without a Microsoft 365 Copilot license, which signifies no activity due to the absence of a license. A "0" value, on the other hand, indicates users with a license but who did not engage in any activity for the specified day, week, or month. +>For queries that include Microsoft 365 Copilot metrics, "NULL" values in your results indicate employees without a Microsoft 365 Copilot license, which signifies no activity due to the absence of a license. A "0" value, on the other hand, indicates users with a license but who did not engage in any activity for the specified day, week, or month. #### Downloading and connecting to results From a6e4c64279e833aa49095c19f98806f4103ee4a2 Mon Sep 17 00:00:00 2001 From: Gary Moore <5432776+garycentric@users.noreply.github.com> Date: Tue, 8 Oct 2024 09:42:18 -0700 Subject: [PATCH 3/8] Update 360-overview.md --- Viva/glint/setup/360-overview.md | 2 ++ 1 file changed, 2 insertions(+) diff --git a/Viva/glint/setup/360-overview.md b/Viva/glint/setup/360-overview.md index 551d510a4..9d196f117 100644 --- a/Viva/glint/setup/360-overview.md +++ b/Viva/glint/setup/360-overview.md @@ -29,6 +29,8 @@ The Viva Glint 360 Feedback process gives employees insight into their strengths **Research shows that 85% of people struggle with self-awareness - even though 95% of people believe they are self-aware.** The goal of a 360 is to increase self-awareness about key strengths, uncertainties, and the impact a leader has on others. Results identify opportunities to improve. 360s are a foundational step to professional growth and meaningful change. A 360 isn't a performance evaluation but is focused on a participant’s development. +> [!VIDEO https://www.microsoft.com/en-us/videoplayer/embed/RW1nzWM] + ## 360 feedback program The 360 program is a set of related measures with a specific, long-term focus. Program components include real-time survey analysis, engagement metrics, employee lifecycle, and focus area management techniques. From 4aa66886d762a6e13a510a18a8088024c0f1127c Mon Sep 17 00:00:00 2001 From: Alicia Weixelman Date: Tue, 8 Oct 2024 13:07:12 -0500 Subject: [PATCH 4/8] Update program-summary-communications.md --- Viva/glint/setup/program-summary-communications.md | 7 +++++-- 1 file changed, 5 insertions(+), 2 deletions(-) diff --git a/Viva/glint/setup/program-summary-communications.md b/Viva/glint/setup/program-summary-communications.md index eb92115d2..79f78a487 100644 --- a/Viva/glint/setup/program-summary-communications.md +++ b/Viva/glint/setup/program-summary-communications.md @@ -14,7 +14,7 @@ search-appverid: MET150 ms.topic: article ms.service: viva-glint ms.localizationpriority: high -ms.date: 08/14/2024 +ms.date: 10/08/2024 --- # Communications setup in Program Summary @@ -34,7 +34,10 @@ There are two sections to set up: :::image type="content" source="../../media/glint/setup/program-summary-comms-notification-timing.png" alt-text="Screenshot of the Notifications Timing section in Communications setup."::: -Send survey invites and reminders between the times that you set. Your organization's default time zone is preset in [General Settings](https://go.microsoft.com/fwlink/?linkid=2230744). +Send survey invites and reminders between the times that you set. Your organization's default time zone is preset in [General Settings](https://go.microsoft.com/fwlink/?linkid=2230744). + +> [!IMPORTANT] +> Viva Glint can successfully process 10,000 - 15,000 surveys and email invites per hour. Factor in these processing limitations and the number of employees in your distribution list when selecting a delivery window. ## Configure Notifications From 649ff8e1816845db1ad9f8ba7206a21652f090a8 Mon Sep 17 00:00:00 2001 From: zachminers <138257873+zachminers@users.noreply.github.com> Date: Tue, 8 Oct 2024 12:28:23 -0600 Subject: [PATCH 5/8] Deprecating doc --- .openpublishing.redirection.json | 5 + .../templates/introduction-to-templates.md | 2 +- .../setup-maint/transferring-from-wpa.md | 112 ------------------ Viva/insights/toc.yml | 2 - 4 files changed, 6 insertions(+), 115 deletions(-) delete mode 100644 Viva/insights/advanced/setup-maint/transferring-from-wpa.md diff --git a/.openpublishing.redirection.json b/.openpublishing.redirection.json index a14a1d430..4593189b0 100644 --- a/.openpublishing.redirection.json +++ b/.openpublishing.redirection.json @@ -310,6 +310,11 @@ "redirect_url": "/viva/insights/personal/use/use-insights", "redirect_document_id": false }, + { + "source_path": "viva/insights/advanced/setup-maint/transferring-from-wpa.md", + "redirect_url": "/viva/insights/introduction", + "redirect_document_id": false + }, { "source_path": "viva/insights/advanced/analyst/templates/diversity-equity-inclusion.md", "redirect_url": "/viva/insights/advanced/analyst/templates/growth-inclusion-engagement", diff --git a/Viva/insights/advanced/analyst/templates/introduction-to-templates.md b/Viva/insights/advanced/analyst/templates/introduction-to-templates.md index b59880aa7..8471d42f0 100644 --- a/Viva/insights/advanced/analyst/templates/introduction-to-templates.md +++ b/Viva/insights/advanced/analyst/templates/introduction-to-templates.md @@ -30,4 +30,4 @@ Before analysts can get to work, they’ll need to be assigned the **Insights An > [!VIDEO https://www.microsoft.com/videoplayer/embed/RW1lhYT] -To learn more about the individual reports, refer to the links in the table to the left of this page. \ No newline at end of file +To learn more about the individual reports, refer to our articles here on Microsoft Learn. \ No newline at end of file diff --git a/Viva/insights/advanced/setup-maint/transferring-from-wpa.md b/Viva/insights/advanced/setup-maint/transferring-from-wpa.md deleted file mode 100644 index b02a9b0e5..000000000 --- a/Viva/insights/advanced/setup-maint/transferring-from-wpa.md +++ /dev/null @@ -1,112 +0,0 @@ ---- -ms.date: 07/05/2024 -title: Transferring from Workplace Analytics to the advanced insights app -description: Learn about difference in settings between Workplace Analytics and the advanced insights app -author: zachminers -ms.author: v-zachminers -ms.topic: article -ms.collection: -- viva-insights-manager -- viva-insights-leader -ms.localizationpriority: medium -ms.service: viva-insights -manager: anirudhbajaj -audience: Admin ---- - - -# Transferring from Workplace Analytics to the advanced insights app - ->[!Note] ->This document applies to customers who've moved from our legacy platform, Workplace Analytics, to the advanced insights app. - -Welcome to the new advanced insights app! We’re excited to have you on board. - -We launched our new app to provide improved insights and data-analysis experiences. The updated platform uses new technology so that our calculations are faster and more comprehensive than before. - -As you make your transition from Workplace Analytics, our legacy analyst platform, to our new advanced insights app, here are a few things about setup we want you to know: - -* Roles and role assignment look different in the advanced insights app: - * Some roles remain the same, while we’ve removed others. - * A Microsoft 365 admin now uses the Microsoft admin center to assign roles to their team, of the Insights Administrator using Microsoft Entra ID. -* We’ve changed the minimum group size requirement. -* We’ve made a few improvements to privacy settings. -* You'll need to add meeting and subject line exclusions through [Keyword suppression](../admin/keyword-suppression.md). Meeting and subject line exclusions set in Workplace Analytics don't transfer over to the advanced insights app. -* Licensing hasn’t changed for existing licenses. Previously licensed users will have access to the updated platform. However, to [assign new licenses](assign-licenses.md), you'll need to use Microsoft admin center. - -## Roles and role assignments - -### Role types - -Here’s how roles have changed between Workplace Analytics and the advanced insights app. Notice that the Analyst (Limited Access), Program Manager, and Workplace Analytics admin roles have been retired. - ->[!Important] -> The new advanced insights platform recognizes users who were assigned the analyst or administrator roles on Workplace Analytics. However, it’s highly recommended to assign these users *current* roles through the advanced insights platform. New roles offer better security and privacy management. Learn how to assign new roles in [Assign roles](assign-user-roles.md). Once you assign the new roles, you can remove the old roles. -> ->If your organization uses Privileged Identity Management (PIM), you’ll need to assign roles through Microsoft Entra PIM. - -| |Workplace Analytics |Advanced insights app| -|------------------|---------|--------| -|**Analyst (Limited Access)**|X | | -|**Insights Administrator**|X |X| -|**Insights Analyst**|X|X -|**Insights Business Leader**|X|X -|**Program Manager**|X| -|**Workplace Analytics admin** |X| - -Insights Administrators still assign roles and upload organizational data into the system, and Insights Analysts still analyze employee data (but do so through the advanced insights app). Insights Business Leaders access organization insights within the Viva Insights app in Teams and on the web. - -For more information about roles in the advanced insights app—including which roles can access which features—refer to [Roles in Viva Insights](user-roles.md). - -### Role assignment - -In Workplace Analytics, Microsoft Entra Application Administrators would assign advanced insights roles to users in the Microsoft Entra admin center. Now, the Microsoft 365 Global Administrator assigns all Viva Insights-related roles within the Microsoft admin center, unless your organization is using PIM. - -To learn how to assign roles, refer to [Assign roles](user-roles.md). - -## Minimum group size - -The minimum group size is the minimum aggregation threshold in Viva Insights—that is, the minimum number of people Viva Insights considers a group. - -In Workplace Analytics, you could set this number to at least 5. In the advanced insights app, you need to set it to at least **five** on the **Privacy settings** page. - -This setting affects what managers and leaders see in organization insights. To protect individual privacy, managers and leaders will only see organization insights when the number of active group members meets the minimum group size your Insights admin set. Some groups might have a group size close to the minimum. In these cases, if enough people are away from work and the number of active people dips below the minimum, we won't show organization insights for that week. - -## End user opt out - -On the **Privacy settings** page, admins can choose whether to turn on the **End-user opt-out** control. When this control is on, users can choose to opt out of having their metrics—which are always de-identified—appear in person query results. - ->[!Note] ->Users can always [opt out](https://support.microsoft.com/topic/ecfd76f9-52ef-4882-9235-be1f59c25967) of personal insights. - -## Keyword suppression - -Through the **Privacy settings** page, you can exclude sensitive keywords from query results. Learn how to exclude certain keywords in [Keyword suppression](../admin/keyword-suppression.md). - -## Partitions - -We’re working on improving partitions from the Workplace Analytics experience. This feature isn’t available quite yet, but it will be soon. To find out when we’ve released this feature, stay tuned on our [Insights Community](https://techcommunity.microsoft.com/t5/viva-insights/ct-p/VivaInsights). - -## System defaults - -In Workplace Analytics, admins could set the following defaults through the **System defaults** page: - -* Time zone -* Working days -* Working hours -* Hourly rate -* Reclassification of external domains - -In the updated advanced insights app, admins don’t need to adjust these settings manually, because Viva Insights pulls this information from different sources. The exception is reclassification of external domains—this feature isn’t available in the updated platform. - -|Default field| Source| -|-------------|---------| -Time zone| User Outlook settings -Working days| User Outlook settings -Working hours| User Outlook settings -Hourly rate| Organizational data file, if you choose to include it -Reclassification of external domains| N/A – this feature isn’t available in the advanced insights app yet, but it will soon become part of **Privacy settings**. - -## Metric rules - -In Workplace Analytics, you could set meeting exclusions and attendee exclusions through **Analysis settings**. In the advanced insights app, analysts can create these exclusions through [Metric rules](../analyst/metric-rules.md), and set one rule as default to apply to all future queries. Any exclusions set in Workplace Analytics don't transfer over to the advanced insights app. diff --git a/Viva/insights/toc.yml b/Viva/insights/toc.yml index b02239610..fee009d0d 100644 --- a/Viva/insights/toc.yml +++ b/Viva/insights/toc.yml @@ -50,8 +50,6 @@ items: href: advanced/setup-maint/upload-data.md - name: About roles in Viva Insights href: advanced/setup-maint/user-roles.md - - name: Transferring from Workplace Analytics - href: advanced/setup-maint/transferring-from-wpa.md - name: Activity report href: personal/overview/activity-report.md - name: Support From 31a0f1c889a875e87bbde26a1df865a377fc4aff Mon Sep 17 00:00:00 2001 From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com> Date: Tue, 8 Oct 2024 14:47:09 -0400 Subject: [PATCH 6/8] Update insights-to-glint.md --- Viva/glint/setup/insights-to-glint.md | 15 ++++++++++----- 1 file changed, 10 insertions(+), 5 deletions(-) diff --git a/Viva/glint/setup/insights-to-glint.md b/Viva/glint/setup/insights-to-glint.md index 27784067f..e7d58e125 100644 --- a/Viva/glint/setup/insights-to-glint.md +++ b/Viva/glint/setup/insights-to-glint.md @@ -14,7 +14,7 @@ search.appverid: MET150 ms.topic: article ms.service: viva-glint ms.localizationpriority: high -ms.date: 09/10/2024 +ms.date: 10/08/2024 --- # Send Viva Insights data into Viva Glint (public preview) @@ -26,9 +26,9 @@ The following procedure requires these roles: >[!IMPORTANT] >This feature is currently available to public preview customers only. Features described here are subject to change. > ->Also, please be advised of a current limitation in the Glint admin UI: *All* Viva Insights purchased license counts are showing instead of on the applied/deployed license counts. Expect this bug to be fixed by the end of September 2024. - -Glint can import behavioral data from Microsoft Viva Insights to supplement their Microsoft Viva Glint survey data for a better understanding of how your organization’s way of working impacts the employee experience. +>Also, please be advised of a current limitation in the Glint admin UI: *All* Viva Insights purchased license counts are showing instead of only the applied/deployed license counts. +> +Glint customers can import behavioral data from Microsoft Viva Insights to supplement their Viva Glint survey data for a better understanding of how your organization’s way of working impacts the employee experience. - Explore employee sentiment relative to behaviors - Filter employee sentiment by ways of working @@ -104,12 +104,17 @@ In Step 1 of 2, decide which behavioral attributes to import into Glint. Attribu >[!IMPORTANT] > Glint respects Viva Insights confidentiality thresholds on Glint reports and dashboards. -## Select Viva Insights metrics +## Viva Insights metrics Add a Viva Insights metric as an employee attribute. Assign roles for the attribute. In this example, **after-hours collaboration hours** are chosen as the Insight metric. :::image type="content" source="../../media/glint/setup/glintsights-add-metric.png" alt-text="Screenshot of how to add an Insight metric as an attribute."::: +> [!IMPORTANT] +> **Viva Insights only runs reports from Sunday to Sunday. This means Glint receives Viva Insights data (also referred to as *collaboration data*) on the Sunday directly before a survey start date and the last Sunday before the survey's end date. For this reason, your data is *partial,* excluding data past the last Sunday of the survey window. +> +> **Example:** A survey starting On October 8, 2024, and ending on October 15, 2024, is actually pushed to Glint on October 6-October 13, 2024. Push dates are inclusive of start dates and exclusive of end dates. + ### Make your metric selection from Insights >[!NOTE] From c4f15a585c38f8429ba061ddefc9e36c6c7d4f8e Mon Sep 17 00:00:00 2001 From: donnabouldin <136113888+donnabouldin@users.noreply.github.com> Date: Tue, 8 Oct 2024 14:06:14 -0700 Subject: [PATCH 7/8] Update configure-email-and-viva-engage.md --- .../configure-email-and-viva-engage.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/Viva/engage/configure-your-viva-engage-network/configure-email-and-viva-engage.md b/Viva/engage/configure-your-viva-engage-network/configure-email-and-viva-engage.md index a7783756d..278de6e03 100644 --- a/Viva/engage/configure-your-viva-engage-network/configure-email-and-viva-engage.md +++ b/Viva/engage/configure-your-viva-engage-network/configure-email-and-viva-engage.md @@ -26,7 +26,7 @@ Viva Engage connects to email in several ways: Viva Engage alerts users to new a - Email admins are responsible for setting up email correctly. -- Viva Engage admins can customize the logo in email messages Viva Engage sends, and can require verification before users can post to Viva Engage by email. +- Viva Engage administrators customize the logo in email messages Viva Engage sends, and can require verification before users can post to Viva Engage by email. - Users can choose the types of notifications they receive. From 2312038e67a70a9174d7aa4ec0a0aaebaa3e0dd0 Mon Sep 17 00:00:00 2001 From: Rebecca Agiewich <16087112+rjagiewich@users.noreply.github.com> Date: Tue, 8 Oct 2024 14:37:29 -0700 Subject: [PATCH 8/8] grammar fix --- .../configure-email-and-viva-engage.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/Viva/engage/configure-your-viva-engage-network/configure-email-and-viva-engage.md b/Viva/engage/configure-your-viva-engage-network/configure-email-and-viva-engage.md index 278de6e03..46abe9550 100644 --- a/Viva/engage/configure-your-viva-engage-network/configure-email-and-viva-engage.md +++ b/Viva/engage/configure-your-viva-engage-network/configure-email-and-viva-engage.md @@ -26,7 +26,7 @@ Viva Engage connects to email in several ways: Viva Engage alerts users to new a - Email admins are responsible for setting up email correctly. -- Viva Engage administrators customize the logo in email messages Viva Engage sends, and can require verification before users can post to Viva Engage by email. +- Viva Engage administrators customize the logo in email messages that Viva Engage sends, and can require verification before users can post to Viva Engage by email. - Users can choose the types of notifications they receive.