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Customize Suggested Action templates in Viva Glint

Suggested Action templates contain content that Microsoft Viva Glint includes as suggested resources to help managers achieve team-approved Focus Areas. Resources used in Action Plan templates must first exist in Content Resources.

Viva People Science explains Focus Areas and Suggested Action templates

Focused and streamlined action planning is essential. A Suggested Action plan is a written commitment to make incremental improvements to the employee experience and can help to increase work engagement on your team and within your company.

Viva People Science explains focus areas and action taking

Understand terminology associated with Content Resources and Action Plans

This terminology assists with understanding how Glint sets up Suggested Action templates:

Term Definition
Driver A factor that affects employee engagement, such as growth or culture. Survey items are developed to surface key - also referred to as "core" - drivers
Suggested Action Templates The overall template associated with a survey item. Choosing a Focus Area from survey results directs managers to the Suggested Action Template associated with the chosen key driver
Suggested Action Items The components of a Suggested Action Template
Content Resources Articles, images, PDFs, and videos that are available to managers in a Suggested Action Template
Standard content Content that is prepopulated into Glint Content Resources. Content must first exist or be added in Content Resources before it's attached to a Suggested Action template.
Custom content Content that you, as the Viva Glint customer, upload to your Content Resources

Familiarize yourself with the Content Resources feature

Access Content Resources from the Action Taking section on your admin dashboard.

Screenshot of admin dashboard access to Content Resources.

Character limits for Content Resources

Field Character limit
Name 100, no spaces
Title 2048
Description 50K+
Rich text 50K+
Image file name 255, include file extension
PDF file name 255, include file extension
Video link URL 5048

Add external links to Content Resources

Screenshot of the **+ New** button for access to add new content resources.

  1. From the admin dashboard, select Configuration and then in Action Taking, choose Content Resources.
  2. Select + New.
  3. Select OK to confirm that you understand that adding a new resource adds it for all program languages.
    1. To modify text for translations, select each language from the dropdown menu in the Content Resource.
  4. Add a title in the Untitled Resource and Title sections.
  5. In the Resource Type dropdown menu, select Rich Text.
  6. Add a short summary of the resource in the Description section.
  7. In the Rich Text field, select External Link from the Insert dropdown menu.
  8. Enter the link in the Url field and enter a Label and Title.
  9. Select OK.
  10. Preview the link in the right edit pane and ensure that the right page appears when the link is selected.
  11. Select Save and then select Publish.

Screenshot of the window that opens to name and identify a new content resource.

Add videos to Content Resources

Many LinkedIn Learning videos are already linked to Viva Glint templates. If you’re a LinkedIn Learning customer and want to add different course content to your Viva Glint template, check out LinkedIn Learning Customer Success: Course Content Corner.

Important

Videos that aren't the property of LinkedIn Learning can also be used as resources in your templates. Follow the LinkedIn Learning instructions, as much as possible, to achieve your upload.

Choose a LinkedIn Learning video to add to Content Resources

  1. Select the video to add. The preview screen displays.

    1. Select Watch full course.
    2. Use the share arrow symbol and then select Embed.
    3. Select Unlock Video to Embed.
    4. Select Copy Code.

  2. Paste the code into a document to save the entire URL, such as a Word or Google document. Locate the section of the URL, which is within quotes: 'https://linkedin.com/learning/embed/' Copy just that part of the URL.

Add the new video to Content Resources

From your Glint admin dashboard, select the Configuration symbol and then Content Resources.

Screenshot of where to access Content Resources setup from the admin dashboard.

  1. Select + New.

  2. Select Ok on the Adding a new item adds it for all languages window.

    Screenshot of *New item languages* dialog box.

  3. Describe and name your new resource.

    1. In the Untitled Resource bar, enter the actual video title.
    2. For Title, select a title that helps you easily identify the video.
    3. For Type, use the dropdown menu to select Video.
    4. Choose the default language.
    5. Enter a description of the video content.
    6. Paste the copied code - just that small piece - into the Video Link box. A video preview displays.

  4. Select Save.

  5. Select Publish.

Embed the video into the Suggested Action Plan

  1. From your Viva Glint admin dashboard, select the Configuration symbol and then Content Resources.

  2. Search for the Suggested Action Item and open it.

  3. Place the cursor where you want to embed the video.

  4. Select Insert and then Video Link to search for or link to the resource.

  5. Copy and paste the link to move the embedded video in Rich Text. A preview displays.

  6. Select Save.

    Important

    To clone this resource, create a new name.

  7. Select Publish.

Add a LinkedIn Learning Video to a Focus Area

  1. From your Viva Glint admin dashboard, select the Configuration symbol and then Suggested Action Templates.

  2. Search and select the name of the Focus Area.

  3. Delete the old Suggested Action.

    Screenshot of hovering over and using the trash can symbol to delete a Suggested Action Item.

  4. Add the cloned copy of the Suggested Action.

  5. Select Save.

  6. Select Publish.

  7. Confirm the update.

Edit Content Resources connected to Focus Areas

Depending on the status of Focus Areas in your organization, edits to Content Resources already connected to Focus Areas and their Action Items apply differently. Review the following table to see how Content Resource edits flow to users' Focus Areas and Action Items.

Focus Area status Add or edit content from Focus Areas Add or edit content from Results
Complete Original content retained in Focus Area Updated content appears in Focus Area
Open (On track, Off track) Original content retained in Focus Area Original content retained in Focus Area
Not created Updated content appears in Focus Area Updated content appears in Focus Area
Deleted Updated content appears in Focus Area Updated content appears in Focus Area

To make Content Resource edits appear in users' Focus Areas in cases where Viva Glint would usually retain the original content for a user:

  • Reassign Focus Areas: Users can deselect and reselect a Focus Area to pull in the latest content from the Suggested Action Template and its Content Resources.
  • Use Dashboard access: Encourage users to always access Focus Areas and Action Items from their Dashboards to see the most recent content.
  • Update Content Resources: Ensure that Viva Glint Admins keep content updated in Content Resources, which flow into Suggested Action Templates.

Learn more about linking custom content to Suggested Action Templates.

Note

If Content Resources can be removed completely instead of edited, consider using the Deprecation feature to deprecate content. Content is removed from all Focus Areas, regardless of status, after users log out and log in again.