Set up a Viva Glint Recurring Engagement or Productivity survey

Use Microsoft Viva Glint Recurring surveys to measure employee sentiment on topics that you want regular feedback on over time. Recurring surveys help track important themes like engagement, productivity, manager effectiveness, or culture at regular intervals. Learn about survey types.

Set up a Recurring survey

  1. From your admin dashboard, select Configuration.

  2. In the Surveys section, choose Survey Programs.

  3. Select + New Program.

  4. Choose a survey template or start with a blank template in the Recurring section.

    Important

    The blank recurring survey template doesn't currently support adding multiple cycles. To ensure that new survey cycles are supported, use a preloaded Recurring survey template and remove unneeded questions.

    Screenshot of Viva Glint Recurring survey templates available to admins.

  5. Hover over a template and select Create Program.

  6. After creating a new survey program from a template, follow the guidance listed for each section of your Recurring survey setup.

    Setup section Description
    Program Setup Define basics like languages, optional features, and confidentiality settings.
    Distribution Select Distribution Lists or User Roles to include in or exclude from the survey invite list.
    Schedule Set the next start date and recurrence for future surveys.
    Questions Add survey introduction text, select questions, and add a survey thank you message.
    Reporting Define which roles have access to this survey's results and determine key reporting views.
    Communications Set a schedule and customize content for survey invites, reminders, survey results notification, and conversation emails (when Team Conversations are enabled).
    Coaching Confirm or customize content that helps users interpret results on their dashboards and use Team Conversations (when enabled).

    As you set up each section, a checkmark indicates that the section is set up completely and allows you to move to the next setup section.

    Screenshot of a completed Program Summary. A checkmark appears on the right of each row.

  7. Preview your survey after completing each setup section.

  8. Review survey setup before survey launch.

  9. Enable and launch your survey.