Review Viva Glint settings and survey programs before launch
Article
To prepare for a smooth launch for your Microsoft Viva Glint survey programs, use the guidance and checklists available here to confirm that all of your platform and survey settings are correct.
Confirm selections in General Settings
Selections that admins make in General Settings lay the groundwork for users' survey-taking and reporting experiences. Verify that your choices for important fields here appear as expected.
Note
Not all General Settings fields are included here, but settings that have the biggest impact to survey takers are included.
Section
Item
Confirm that...
Company Information
Client Name
The organization name here is correct; it appears in surveys and email invites and reminders.
Client Time Zone
The correct default time zone that Glint uses to send communications is selected.
Company Privacy Policy (optional)
If configured, the correct link to your company policy is included. Learn more
Company Message to Survey Participants (optional)
If configured, the message and translations here are accurate. To customize for each survey, add in Program Setup.
Attributes are selected to use for populations in the Alerts Report. When blank, no alerts are generated.
Primary Hierarchy
The correct primary hierarchy is selected for default reporting views and sections (usually Manager Hierarchy).
Secondary Hierarchy
The correct secondary hierarchy is selected for default reporting views and sections.
Engage Survey Details
Require Azure AD for links in survey emails
This setting is switched to:
Yes to require survey participants to authenticate with Entra ID to access surveys. No to allow survey participants to access surveys with personalized links. Learn more.
Attribute-based Survey Access
If needed, attributes are selected for an alternate survey access method for deskless workers. Learn more
Features
Employee Post-Survey Action Taking
This is set to Yes or No to determine if survey participants see recommended LinkedIn Learning videos on their survey Thank you page. This applies to all surveys.
Technical Configuration
SFTP Setup
Secure File Transfer Protocol (SFTP) setup is complete if your organization imports employee data with this method. Learn more.
Localization
Comments Analytics Languages
Languages that should be translated to English for comment analysis are selected. Languages must be selected before a survey launches to successfully analyze non-English comments.
Default Survey Language
The correct default language is selected for survey participants.
Supported Survey Languages
Correct additional languages for survey participants are selected.
Default Dashboard Language
The correct default language is selected for dashboard users.
Supported Dashboard Languages
Correct additional languages for dashboard users are selected.
Review survey programs
Choose a tab based on your survey type (for example: Recurring for an Engagement survey) and use checklists to review each section of your survey program's setup.
The correct value is entered and there are no spelling errors.
Low
Yes
Administrators
The correct User Roles are selected as program admins.
Low
Yes
Default Language
The correct default language is selected.
Medium
Yes
Additional Languages
Correct additional survey languages are selected. Languages available are based on Supported Survey Languages selected in General Settings
Medium
Yes*
Admin Notifications To
The correct user is selected for admin notification emails for this program.
Medium
Yes
Suggested Actions Available
This setting is set to Yes or No correctly to allow or disallow users to create Focus Areas based on suggestion action templates.
High
Yes
Eligible for Nudges
This setting is set to Yes or No correctly to enable or disable Nudges for managers to act on survey results.
High
Yes
Allow Survey Resubmission
This setting is set to Yes or No correctly to allow or disallow users to reset their own surveys and resubmit during live surveys.
High
No
Enable Team Conversations
This setting is set to Yes or No correctly to enable or disable Team Conversations for managers to act on results with a guided, in-platform experience.
High
Yes
Confidential Responses
This setting is set to Yes or No correctly. This setting can only be switched to No for Employee Lifecycle surveys.
High
No
Enable Export of Raw Survey Responses
This setting is set to Yes or No correctly to allow or disallow the export of raw respondent data for this program.
High
No
Company Message to Survey Participants
Any optional custom messaging to survey participants and accompanying translations are entered correctly.
High
Yes
Tip
*Viva Glint standard translations become available immediately for newly added languages.
Distribution
Item
Confirm that...
Impact
Editable during live survey
Distribution For This Program
The correct Distribution Lists are selected to include users.
High
No*
Exclude Groups
The correct Distribution lists are selected to exclude users.
High
No
Tip
*Use the Send Survey option from a user’s profile to add individual users to live surveys
Schedule
Item
Confirm that...
Impact
Editable during live survey
The surveys go out every
The survey frequency is correct (for example, every 4 months).
Low
Yes
Send the next survey on
The survey start date is accurate.
High
Yes
Schedule Preview
Upcoming survey dates are accurate based on frequency and survey start date.
Low
Yes
Response Window
The number of days the survey is open for responses is correct.
High
Yes*
Tip
*Use the ellipses menu on the live survey cycle and choose Manage Schedule & Invites to make changes during a live survey.
Questions
Item
Confirm that...
Impact
Editable during live survey
Welcome text and translations
Welcome text and translations are accurate.
High
Yes
Questions
All questions are part of the survey and that the upcoming cycle number is selected for the right questions.
High
No
Questions: Order
Questions are in the correct order.
High
Yes
Questions: Text and translations
Customized question text and translations are accurate.
High
Yes*
Questions: Targeting
Distribution lists selected to target questions are accurate.
High
No
Questions: Display Logic
Questions that should only appear based on certain responses to other questions are set up correctly.
High
No
Sections and translations
Section break/header text and translations are correct.
Section break: User scrolls and it disappears as you take the survey.
Survey section: A persistent header with questions tied to it that remains at the top of the screen as the user responds.
Reporting
Item
Confirm that...
Impact
Editable during live survey
Program Roles
Roles who should be added to the program are present and that they're granted live or phased access correctly.
High
Yes
Reporting View
Live View or Phased Access is selected appropriately, depending on whether the role should have access to live survey data.
Medium
Yes
Concierge Visibility
This setting is set to On or Off correctly to give managers a concierge experience in dashboards.
Medium
Yes
Broader Team Insights
This setting is set to On or Off to allow direct reports visibility to a summary report of users' scores in this role.
Medium
Yes
Copilot in Viva Glint
This setting is set to On or Off to allow users to access Copilot comment summarization.
Medium
Yes
Team Conversations
This setting is set to On or Off correctly to allow managers to use in-platform Team Conversations.
Medium
Yes
Dashboard Default
The correct report, typically Team Summary, is selected for the dashboard view.
Medium
Yes
Report Template Access
Report templates are selected correctly to grant users access to specific reports.
High
Yes
Question Reporting Access
Users in the role have access to the correct questions.
Medium
Yes
Aggregate Indices
Question aggregates are set up and labeled correctly.
Medium
Yes
Key Outcome
The correct item or aggregate is selected.
Medium
Yes
Driver Impact Outcomes
The correct items or aggregates are selected.
Medium
Yes
Manager Report Defaults
The correct items are selected to appear on the Manager report.
Medium
Yes
PowerPoint Export Template
The correct template is selected.
Low
Yes
Broader Team Insights PowerPoint Export Template
The correct template is selected.
Low
Yes
Note
The Team Conversations setting only appears in a Program Role when Team Conversations have been enabled in Program Setup.
Aggregate Indices can't be deleted after they're setup.
Communications
Item
Confirm that...
Impact
Editable during live survey
Notification Timing
The correct timeframe is selected to deliver emails.
High
Yes
Email Settings*
The correct email types are selected to deliver emails.
Medium
Yes
Configure Notifications
Survey start, reminder, and results emails follow the correct schedule.
High
Yes**
Translations
Survey start, reminder, and results emails have accurate translations.
High
Yes**
Note
*This setting only appears when your organization has a Personal Email Optional System Attribute set up. Personal emails are recommended for contacting exiting employees.
**Reminder emails can be added/edited at the survey cycle level if the added reminders aren't scheduled to send for at least 24 hours. New reminders can't be added to sent the same day.
Coaching
Item
Confirm that...
Impact
Editable during live survey
Interpretation
The correct content is selected for the Interpretation Guide.
Medium
Yes
Top Strengths
The correct content is selected for Top Strengths.
Medium
Yes
Top Opportunities
The correct content is selected for Top Opportunities
Medium
Yes
Tip
Save and continue without edits to keep default selections for Coaching content.
Program Setup
Item
Confirm that...
Impact
Editable during live survey
Program Name
The correct value is entered and there are no spelling errors.
Low
Yes
Administrators
The correct User Roles are selected as program admins.
Low
Yes
Default Language
The correct default language is selected.
Medium
Yes
Additional Languages
Correct additional survey languages are selected. Languages available are based on Supported Survey Languages selected in General Settings
Medium
Yes*
Suggested Actions Available
This setting is set to Yes or No correctly to allow or disallow users to create Focus Areas based on suggestion action templates.
High
Yes
Response Window
The correct number of days is selected.
High
Yes**
Waiting Period Between Surveys
The correct number of days is selected.
High
Yes**
Allow Survey Resubmission
This setting is set to Yes or No correctly to allow or disallow users to reset their own surveys and resubmit during live surveys.
High
No
Confidential Responses
This setting is set to Yes or No correctly. This setting can only be switched to No for Employee Lifecycle surveys.
High
No
Enable Export of Raw Survey Responses
This setting is set to Yes or No correctly to allow or disallow the export of raw respondent data for this program.
High
No
Company Message to Survey Participants
Any optional custom messaging to survey participants and accompanying translations are entered correctly.
High
Yes
Tip
*Viva Glint standard translations become available immediately for newly added languages.
Note
**Updating the Response Window and Waiting Period Between Surveys affects future surveys only.
Distribution
Item
Confirm that...
Impact
Editable during live survey
Employee Attribute
The correct date (hire or exit) is selected as a trigger date for surveys.
High
No
Distribution For This Program
The correct Distribution Lists are selected to include users.
High
No*
Exclude Groups
The correct Distribution lists are selected to exclude users.
High
No
Tip
*Use the Send Survey option from a user’s profile to add individual users to live surveys.
Questions
Item
Confirm that...
Impact
Editable during live survey
Welcome text and translations
Welcome text and translations are accurate.
High
Yes
Questions
All questions are part of the survey and that the upcoming cycle number is selected for the right questions.
High
No
Questions: Order
Questions are in the correct order.
High
Yes
Questions: Text and translations
Customized question text and translations are accurate.
High
Yes*
Questions: Targeting
Distribution lists selected to target questions are accurate.
High
No
Questions: Display Logic
Questions that should only appear based on certain responses to other questions are set up correctly.
High
No
Sections and translations
Section break/header text and translations are correct.
Section break: User scrolls and it disappears as you take the survey.
Survey section: A persistent header with questions tied to it that remains at the top of the screen as the user responds.
Reporting
Item
Confirm that...
Impact
Editable during live survey
Program Roles
Roles who should be added to the program are present and that they're granted live or phased access correctly.
High
Yes
Dashboard Default
The correct report, typically Team Summary, is selected for the dashboard view.
Medium
Yes
Report Template Access
Report templates are selected correctly to grant users access to specific reports.
High
Yes
Question Reporting Access
Users in the role have access to the correct questions.
Medium
Yes
Aggregate Indices
Question aggregates are set up and labeled correctly.
Medium
Yes
Key Outcome
The correct item or aggregate is selected.
Medium
Yes
Driver Impact Outcomes
The correct items or aggregates are selected.
Medium
Yes
Manager Report Defaults
The correct items are selected to appear on the Manager report.
Medium
Yes
PowerPoint Export Template
The correct template is selected.
Low
Yes
Broader Team Insights PowerPoint Export Template
The correct template is selected.
Low
Yes
Note
Aggregate Indices can't be deleted after they're setup.
Communications
Item
Confirm that...
Impact
Editable during live survey
Notification Timing
The correct timeframe is selected to deliver emails.
High
Yes
Email Settings*
The correct email types are selected to deliver emails.
Medium
Yes
Configure Notifications
Survey start, reminder, and results emails follow the correct schedule.
High
Yes**
Translations
Survey start, reminder, and results emails have accurate translations.
High
Yes**
Note
*This setting only appears when your organization has a Personal Email Optional System Attribute set up. Personal emails are recommended for contacting exiting employees.
**Reminder emails can be added/edited at the survey cycle level if the added reminders aren't scheduled to send for at least 24 hours. New reminders can't be added to sent the same day.
Coaching
Item
Confirm that...
Impact
Editable during live survey
Interpretation
The correct content is selected for the Interpretation Guide.
Medium
Yes
Top Strengths
The correct content is selected for Top Strengths.
Medium
Yes
Top Opportunities
The correct content is selected for Top Opportunities
Medium
Yes
Tip
Save and continue without edits to keep default selections for Coaching content.
Program Setup
Item
Confirm that...
Impact
Editable during live survey
Program Name
The correct value is entered and there are no spelling errors.
Low
Yes
Administrators
The correct User Roles are selected as program admins.
Low
Yes
Default Language
The correct default language is selected.
Medium
Yes
Additional Languages
Correct additional survey languages are selected. Languages available are based on Supported Survey Languages selected in General Settings
Medium
Yes*
Admin Notifications To
The correct user is selected for admin notification emails for this program.
Medium
Yes
Suggested Actions Available
This setting is set to Yes or No correctly to allow or disallow users to create Focus Areas based on suggestion action templates.
High
Yes
Eligible for Nudges
This setting is set to Yes or No correctly to enable or disable Nudges for managers to act on survey results.
High
Yes
Allow Survey Resubmission
This setting is set to Yes or No correctly to allow or disallow users to reset their own surveys and resubmit during live surveys.
High
No
Confidential Responses
This setting is set to Yes or No correctly. This setting can only be switched to No for Employee Lifecycle surveys.
High
No
Enable Export of Raw Survey Responses
This setting is set to Yes or No correctly to allow or disallow the export of raw respondent data for this program.
High
No
Company Message to Survey Participants
Any optional custom messaging to survey participants and accompanying translations are entered correctly.
High
Yes
Tip
*Viva Glint standard translations become available immediately for newly added languages.
Distribution
Item
Confirm that...
Impact
Editable during live survey
Distribution For This Program
The correct Distribution Lists are selected to include users.
High
No*
Exclude Groups
The correct Distribution lists are selected to exclude users.
High
No
Tip
*Use the Send Survey option from a user’s profile to add individual users to live surveys
Schedule
Item
Confirm that...
Impact
Editable during live survey
Send the next survey on
The survey start date is accurate.
High
Yes
Response Window
The number of days the survey is open for responses is correct.
High
Yes*
Tip
*Use the ellipses menu on the live survey cycle and choose Manage Schedule & Invites to make changes during a live survey.
Questions
Item
Confirm that...
Impact
Editable during live survey
Welcome text and translations
Welcome text and translations are accurate.
High
Yes
Questions
All questions are part of the survey and that the upcoming cycle number is selected for the right questions.
High
No
Questions: Order
Questions are in the correct order.
High
Yes
Questions: Text and translations
Customized question text and translations are accurate.
High
Yes*
Questions: Targeting
Distribution lists selected to target questions are accurate.
High
No
Questions: Display Logic
Questions that should only appear based on certain responses to other questions are set up correctly.
High
No
Sections and translations
Section break/header text and translations are correct.
Section break: User scrolls and it disappears as you take the survey.
Survey section: A persistent header with questions tied to it that remains at the top of the screen as the user responds.
Reporting
Item
Confirm that...
Impact
Editable during live survey
Program Roles
Roles who should be added to the program are present and that they're granted live or phased access correctly.
High
Yes
Reporting View
Live View or Phased Access is selected appropriately, depending on whether the role should have access to live survey data.
Medium
Yes
Concierge Visibility
This setting is set to On or Off correctly to give managers a concierge experience in dashboards.
Medium
Yes
Broader Team Insights
This setting is set to On or Off to allow direct reports visibility to a summary report of users' scores in this role.
Medium
Yes
Copilot in Viva Glint
This setting is set to On or Off to allow users to access Copilot comment summarization.
Medium
Yes
Dashboard Default
The correct report, typically Team Summary, is selected for the dashboard view.
Medium
Yes
Report Template Access
Report templates are selected correctly to grant users access to specific reports.
High
Yes
Question Reporting Access
Users in the role have access to the correct questions.
Medium
Yes
Aggregate Indices
Question aggregates are set up and labeled correctly.
Medium
Yes
Key Outcome
The correct item or aggregate is selected.
Medium
Yes
Driver Impact Outcomes
The correct items or aggregates are selected.
Medium
Yes
Manager Report Defaults
The correct items are selected to appear on the Manager report.
Medium
Yes
PowerPoint Export Template
The correct template is selected.
Low
Yes
Broader Team Insights PowerPoint Export Template
The correct template is selected.
Low
Yes
Note
Aggregate Indices can't be deleted after they're setup.
Communications
Item
Confirm that...
Impact
Editable during live survey
Notification Timing
The correct timeframe is selected to deliver emails.
High
Yes
Email Settings*
The correct email types are selected to deliver emails.
Medium
Yes
Configure Notifications
Survey start, reminder, and results emails follow the correct schedule.
High
Yes**
Translations
Survey start, reminder, and results emails have accurate translations.
High
Yes**
Note
*This setting only appears when your organization has a Personal Email Optional System Attribute set up. Personal emails are recommended for contacting exiting employees.
**Reminder emails can be added/edited at the survey cycle level if the added reminders aren't scheduled to send for at least 24 hours. New reminders can't be added to sent the same day.
Coaching
Item
Confirm that...
Impact
Editable during live survey
Interpretation
The correct content is selected for the Interpretation Guide.
Medium
Yes
Top Strengths
The correct content is selected for Top Strengths.
Medium
Yes
Top Opportunities
The correct content is selected for Top Opportunities
Medium
Yes
Tip
Save and continue without edits to keep default selections for Coaching content.
Program Setup
Item
Confirm that...
Impact
Editable during live survey
Program Name
The correct value is entered and there are no spelling errors.
Low
Yes
Administrators
The correct User Roles are selected as program admins.
Low
Yes
Default Language
The correct default language is selected.
Medium
Yes
Additional Languages
Correct additional survey languages are selected. Languages available are based on Supported Survey Languages selected in General Settings
Medium
Yes*
Suggested Actions Available
This setting is set to Yes or No correctly to allow or disallow users to create Focus Areas based on suggestion action templates.
High
Yes
Response Window
The correct number of days is selected.
High
Yes**
Next Survey Available
The correct number of days is selected.
High
Yes**
Confidential Responses
This setting is set to Yes or No correctly. This setting can only be switched to No for Employee Lifecycle surveys.
High
No
Enable Export of Raw Survey Responses
This setting is set to Yes or No correctly to allow or disallow the export of raw respondent data for this program.
High
No
Company Message to Survey Participants
Any optional custom messaging to survey participants and accompanying translations are entered correctly.
High
Yes
Tip
*Viva Glint standard translations become available immediately for newly added languages.
Note
**Updating the Response Window and Waiting Period Between Surveys affects future surveys only.
Distribution
Item
Confirm that...
Impact
Editable during live survey
Distribution For This Program
The correct Distribution Lists are selected to include users.
High
No
Exclude Groups
The correct Distribution lists are selected to exclude users.
High
No
Questions
Item
Confirm that...
Impact
Editable during live survey
Welcome text and translations
Welcome text and translations are accurate.
High
Yes
Questions
All questions are part of the survey and that the upcoming cycle number is selected for the right questions.
High
No
Questions: Order
Questions are in the correct order.
High
Yes
Questions: Text and translations
Customized question text and translations are accurate.
High
Yes*
Questions: Targeting
Distribution lists selected to target questions are accurate.
High
No
Questions: Display Logic
Questions that should only appear based on certain responses to other questions are set up correctly.
High
No
Sections and translations
Section break/header text and translations are correct.
Section break: User scrolls and it disappears as you take the survey.
Survey section: A persistent header with questions tied to it that remains at the top of the screen as the user responds.
Reporting
Item
Confirm that...
Impact
Editable during live survey
Program Roles
Roles who should be added to the program are present and that they're granted live or phased access correctly.
High
Yes
Dashboard Default
The correct report, typically Team Summary, is selected for the dashboard view.
Medium
Yes
Report Template Access
Report templates are selected correctly to grant users access to specific reports.
High
Yes
Question Reporting Access
Users in the role have access to the correct questions.
Medium
Yes
Aggregate Indices
Question aggregates are set up and labeled correctly.
Medium
Yes
Key Outcome
The correct item or aggregate is selected.
Medium
Yes
Driver Impact Outcomes
The correct items or aggregates are selected.
Medium
Yes
Manager Report Defaults
The correct items are selected to appear on the Manager report.
Medium
Yes
PowerPoint Export Template
The correct template is selected.
Low
Yes
Broader Team Insights PowerPoint Export Template
The correct template is selected.
Low
Yes
Note
Aggregate Indices can't be deleted after they're setup.
Coaching
Item
Confirm that...
Impact
Editable during live survey
Interpretation
The correct content is selected for the Interpretation Guide.
Medium
Yes
Top Strengths
The correct content is selected for Top Strengths.
Medium
Yes
Top Opportunities
The correct content is selected for Top Opportunities
Medium
Yes
Tip
Save and continue without edits to keep default selections for Coaching content.
Preview data in reporting
After reviewing your survey setup and confirming that employee data is imported to Glint, use the Generate Report Preview option to preview how attributes and questions look in reports.
Important
The Generate Report Preview option is only available for Recurring and Ad-Hoc survey types.
Launch a test survey
Launch a test survey to your project team to confirm that emails arrive and the survey-taking experience appears as expected. To set up a test survey:
Important
Always create a copy of your survey program to launch a test survey. Test survey programs can be deleted, but test cycles in a survey program can't be deleted.
From the admin dashboard, select Configuration and then choose Survey Programs.
On the far right of your completed survey program, select the ellipses and choose Duplicate from the menu that appears.
A new survey program appears titled "survey name" Copy.
Select the copied survey and go to Distribution.
Select a Distribution List that includes test users in the Distribution For This Program field.
Select Save & Continue to go to Schedule.
Select a date to launch your test survey in the Send the next survey on field.
Select a number of days for the test survey to be open in the Response Window field.
Go to the Communications section to confirm timing and invites/reminders are selected for your test survey's Response Window.