Use the Viva Glint Broader Team Insights feature

Managers’ teams are often too small to allow them access to their own team’s survey results. Microsoft Viva Glint considers a small team as a team with less than five team members or a team who's survey respondents didn't meet the required confidentiality threshold. Empower managers of small team managers with feedback and action-taking capabilities by enabling the Broader Team Insights (BTI) bridges feature.

And BTI isn't only limited to managers of small teams. Team leaders at all levels who use BTI are better able to anchor their team’s feedback in the context of their larger department. Enabling BTI empowers all managers to impact employee engagement, even when their own team's data can't be viewed or shared.

The BTI dashboard shows a high-level summary of a direct team leader’s results or rollup hierarchy results. BTI provides:

• Visibility into broader team’s strengths and opportunities
• Access to dashboard and action-taking capabilities
• Starters for ACT and 1:1 conversations
• Ownership and accountability for their team’s scores

When a role has BTI enabled, cascaded results are based on custom permissions set by the admin.

When feedback results are ready, the manager receives an email with a link to view their results. The email may indicate that while results are available, there's no access to the manager's own results. However, with BTI enabled, a summary of results of the next team who did meet confidentiality requirements are available for reviewing and sharing. Managers can follow in-platform guidance.

See an example of direct BTI reporting

This example shows how a manager can view "direct's" BTI reports:

Terence, manager of a small team, sees a message on the dashboard stating their own team results aren't available. With BTI enabled, however, a message shows with guidance on how to view a BTI summary.

Without BTI enabled, Terence can't see feedback results.

With BTI, Terence can view the reports of their direct leader's team. Kira's results show, and they include data from Terence's team's responses.

In the summary view, Terence views customized guidance on how to have a team conversation about the broader results. An abbreviated view of the executive summary report is available. The summary report is also accessible from the Reports tab.

See an example of rollup BTI reporting

While BTI is essential for supporting managers of small teams, it also benefits managers of large teams. With Broader Team Insights, managers with their own results also see a summary with the added context of their rollup hierarchy. This functionality increases transparency across the organization.

This example shows how a manager can view "rollup" BTI reports:

Without BTI enabled, Kira can see their own results and rollup results from lower on the organizational chart. Kira can't see higher level manager reports.

With BTI enabled, Kira can also see a higher level manager's results.

Enable Broader Team Insights

1. From your admin dashboard, select Survey Programs.
2. In Program Summary, navigate to the Reporting tab. Choose the down-facing arrow to set up or view permissions for a role.
3. In the Reporting section, on the Broader Team Insights row, ON enables sharing of the BTI report. OFF disables the role from sharing or viewing reports.
4. Use the dropdown menu to choose between:

• Visible to Direct Reports Only, or
• Visible to Rollup Hierarchy

In this example, you see the permissions for the manager role.

Live and Phased access in Broader Team Insights

BTI functionality honors Live or Phased setting for the leader of the team whose report date is being used by a small team manager using BTI. This functionality overrides the original manager's access. Read about Live vs Phased access. Set a calendar reminder to grant Phased access to leaders who have Live access permission only.

Example: If a small team manager's direct leader is enabled for Live access, the access level of the small team manager with BTI enabled also has Live access to results for this survey. The small team manager's access changes to Live, even if their own access is set to Phased.

How turnover affects what Broader Team Insights results display

Turnover within roles is inevitable. For this reason, as with action taking, we recommend that either Human Resources or the next level-up manager exports all feedback results to save and share offline as needed.

A manager’s feedback doesn't transfer to a new manager that fills that position. Feedback is specific to a manager at the time the survey is taken. Survey results are point-in-time and only reflect results of the manager in that position at that time.

Change BTI access once User Roles are set

BTI access can be changed in Program Summary for upcoming cycles and during live cycles. All upcoming surveys for that program are changed.

1. In Program Summary switch the Approved status from YES to NO.
2. Follow the enablement procedure for BTI.
3. Select Save Changes, then switch Approved status from NO to YES.