Admin setup for Viva Glint Team Conversations

To learn more about Team Conversation, see Team Conversation.

Setting up Team Conversations in Program Summary

1. From your admin dashboard, select Survey Programs from the Surveys section.
2. Select the program for which you want Team Conversations to be enabled.

Within Program Summary, follow these procedures:

Program Setup page

There are two enablement options to consider on this page:

• Enable Team Conversations – Toggle to YES.
• Team Conversations sharing - managers can share their Team Conversations Presentation Kit with users who have View My Surveys permissions.

Tip

Team Conversations are only generated for managers with survey results that meet confidentiality threshold requirements.

Note

Ensure user roles have the permissions of "View My Surveys" and "View Dashboard and Reports.

Schedule page

Indicate how many days the Team Conversations Window should remain open for. This drives the reminder schedule for Team Conversations. Even after the Team Conversation window has closed, users can still access their Team Conversation via My Surveys. Once set, the program indicates the conversation start and end date scheduled and how many days remain.

Tip

The default response window is 28 days, although the window can be set for up to 180 days. Response window refers to the number of days the survey is open to responders and is not specific to Team Conversations.

Reporting page

There are two items to configure on the Reporting page for each User Role that should have access to Team Conversations. Select the down-facing arrow next to the User Role in the Program Roles section and then:

1. Enable Team Conversations for that role by toggling Team Conversations button to ON.
2. Select Team Summary as the default dashboard from the dropdown menu for that role.

Communications page

Default Team Conversations email presets:

• Conversation Start Notification: Seven days after survey results are released
• Reminder 1: If conversation isn't done, send seven days before due date
• Reminder 2: If conversation isn't done, send three days before due date
• Conversation Summary Notification
• Conversation Overdue Reminder 1: Sent three days after conversation due date

Rules for when to edit communications

Emails send if these circumstances are met:

• Team Conversations is ON
• The cycle is closed
• Seven days have passed since live access
• Less than 45 days have passed since the survey close date

Emails won't send under these circumstances:

• Team Conversations is OFF
• The cycle is closed
• Seven days have passed since live access
• More than 45 days have passed since the survey close date

If you enable Team Conversations for a User Role after the conversation start date, emails will immediately send once Team Conversations is switched to ON.

Note

Nudges can coexist with Team Conversations but will not send when the Team Conversation window is open.

Tip

When Team Conversations are enabled, don't enable Nudges for that User Role.

Are Team Conversations on?	Is the cycle Live	Have 7 days passed since live access?	Can emails be edited?
Yes	Yes	N/A	Yes
No	Yes	N/A	Yes
Yes	No	No	Yes
Yes	No	Yes	No, emails have already sent
No	No	No	Yes, Team Conversations can be turned on and emails can be edited
No	No	Yes	No, but emails send if Teams Conversations is switched to ON

Edit communications

Edit and preview by selecting Edit. Edits made to notifications are only for the current program. Switching from Edit to Preview (and languages) automatically saves changes.

Conversation Start Notification

• Can be enabled or disabled
• Can be edited for the number of days after survey results are released
• Our default and Best Practice are seven days after survey results are released
• Can be sent in any languages enabled for this survey
• Can be previewed

Conversation Reminders

Reminders begin when the User Role group gets Live access. This may be different if role groups are scheduled for Live Access at various times. The Conversation Start email can be turned on or off until the day it's sent but not after the start of the Team Conversations. An existing Reminder email (before the Conversation End date) can be deleted or modified until the day before the last group of users are scheduled to receive it.

• Can be sent any number of days before Conversation End date. Our default and Best Practice are to send both seven and three days before Conversation End date.
• Additional reminders can be added by selecting + Conversation Reminder
• Can be sent in any language enabled for the survey
• Can be previewed

Conversation Summary Notification

• Can only be enabled or disabled, no date changes
• Broader Team Insights (BTI) links appear when appropriate
• Can be sent in any language enabled for the survey
• Can be previewed

Conversation Overdue Reminder

• Can be edited for a specified number of days after Conversation End date. The default and Viva Glint Best Practice is three days.
• Can be sent in any language enabled for this survey
• Can be previewed

Customize Team Conversations email content

Learn more about customizing Team Conversations email content.

Coaching page

This is where you set up the Team Conversations presentation kit for your manager to share with their teams. See Coaching Setup for Admins.