Reporting setup in Program Summary

The Reporting page allows admins to see and customize how dashboards are set up for specific User Roles to view survey results.

View and add Program Roles

In the Program Roles section, you see and set how User Roles are permissioned to see survey results.

View Program Roles already permissioned to see feedback

Roles already set up for this program are listed under the Program Roles row, each displaying on its own row. Select the role row to view what is configured. Assigned permissions include:

• Reporting Access - Whether the manager is granted Live or Phased access.
• Concierge Visibility - Whether this user sees the Manager Concierge feature on their dashboard.
• Broader Team Insights - Whether a high-level summary of this role's survey results is visible to their direct reports or roll-up hierarchy. Learn about Broader Team Insights.
• Default Dashboard - Team Summary is the default Viva Glint manager dashboard experience. Change by using the dropdown menu to select a different report. Only one report is available if not using Team Summary.

• Report Template Access - The individual reports this user can view. Select the X to delete a report or use the Search box to add a report. Learn about Viva Glint reports.
• Question Access - By default all roles must have all questions selected. Admins can remove and add questions back as needed.

Add Program Roles to permission them to see feedback for this program

To add User Roles to a program, select Add Role. The dropdown menu displays User Roles already created within the User Role feature. Select any roles that should have reporting permissions for this program. The User Role name now appears as its own row.

Set up question access for roles

Setting up section-level permissions by role

Select Select sections from the Question Reporting Access section. Remove a section by selecting the X next to the question. Add a section back by selecting Add More and then the question to be added.

Removing and adding survey questions by role

Select Select questions from the Question Reporting Access section. Remove a question by selecting the X next to the question. Add a question back by selecting Add More and then the question to be added.

Can the key outcome be changed?

The key outcome is added to all roles by default and can't be removed. If changed, the previous key outcome should remain as previously set. You see this message:

To change the visibility of reporting results related to the previous key question, go to your question level permission setting, and remove the question manually. This will ensure that the results are no longer visible to all roles. The new key outcome will be added to all roles."

Accept or Cancel this change and then add the new key outcome to all roles.

If necessary, admins must remove the previous key outcome from the roles that have permission to it.

Set up reporting for this program

There are six fields to set up.

Aggregate Indices

For most surveys, using aggregate indices is not recommended. Aggregates are groups of questions that are similar. For surveys with a large number of items, however, it can make sense to group similar questions into aggregates. Typically, aggregates are statistically validated constructs which contain highly correlated questions. Only rating-type questions can be a part of aggregate indices.

If adding an Aggregate Index:

1. Select + Add Aggregate Index to open the Create Aggregate slider window.

2. In the new window, enter an aggregate name of your choosing.

3. For Calculation Method, choose from:

   • Select Average - Recommended. Select from all rating questions. Qverage score = (a+b+...+n)/n, with the range from 0 to 100.
   • Select eNPS (employee Net Promoter Score) - Select only one calculated 11-scale rating question. eNPS = (number of promoters - number of detractors) / (number of respondents) x 100, with the range from -100 to 100.

   Caution

   If you change the calculation method, you'll need to reselect at least one question.

   Note

   Viva People Science doesn't recommend the use of an employee Net Promoter Score^TM due to its calculation method and inability to act as the best predictor of employee engagement.

4. In the Add Questions dropdown menu, search and select items to be grouped together. Your questions now appear in the Selected Questions.

5. Select the Include in Driver Impact Report checkbox to see this aggregate in the Driver Impact Report.

6. Select Save and Add to Program.

7. Select X to close the slider window.

Key Outcome

Select the desired Key Outcome from the dropdown menu. The key outcome is the main result of the survey. It can be the score from a single question or an aggregate index. This score appears as the most prominent score displayed in most reports.

Driver Impact Outcomes

Select the Driver Impact Outcomes from the search field. Select a set of outcome questions or aggregates to be used for driver impact analysis. This analysis calculates the impact of each question or aggregate on the selected outcome and shows it on a chart.

Manager Report Defaults

Select the desired Manager Report Defaults. Select up to two questions to appear by default in the manager report.

PowerPoint Export Template

Select your desired PowerPoint Export template. The Viva Glint ACT guide is the default export.

Broader Team Insights Export Template

Select the desired Broader Team Insights PowerPoint Export template.

To complete this page, select the right-facing arrow to Save & Continue.

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