Enable and manage the Team Summary dashboard
Team Summary is an enhanced survey results dashboard for managers, which captures employee feedback in an easy-to-use and insightful way. Team Summary is compatible with all recurring and ad hoc feedback surveys.
Team Summary is designed to:
- Empower managers to approach feedback with a growth mindset
- Understand the unique strengths and opportunities that drive team engagement
- Encourage the next steps in sharing results and seeking team input on Focus Areas
Why use Team Summary?
The likelihood of employee feedback fueling organizational success hinges on the actions taken based on that feedback. While many companies build energy and excitement around taking the survey, momentum can slow after managers receive and view their results. This energy slow-down can happen because:
- Data can feel overwhelming and difficult to make actionable.
- Next steps aren't always clear.
- Engagement feedback is interpreted by a manager as only a reflection of their performance.
Team Summary provides simple dashboard guidance for managers
| Team Summary benefit | How Team Summary guides managers |
|---|---|
| Clarification of insights | Data is presented in a simple, narrative format, so that managers at all levels can clearly understand and interpret their team’s feedback. Personalized opportunity areas and tailored guidance help managers focus directly on what is important to their team. |
| On-screen guidance | Provides reflection advice to reinforce interpretation of feedback with the intent in which it was given. |
| Manager Concierge | Guides managers through key next steps toward leading meaningful Team Conversations and setting Focus Areas to continue the ongoing process of improving engagement. Enforces that viewing feedback results is only the first step in improving engagement. |
Enable Team Summary as the default dashboard
Admins are encouraged to enable the Team Summary dashboard for their managers.
- From the Glint dashboard, select Configure and then Survey Programs.
- Select the survey.
- In Program Summary, select Reporting.
- In Program Roles, open the role section by selecting the down arrow on the right.
- In Default Dashboard, use the dropdown menu to select Team Summary.
- Select Save Changes.
Enable roles and add roles to Team Summary
If a program is approved in Program Summary, the Approved status must be changed to NO to add roles.
- From the dashboard, select Configure and then Survey Programs.
- Select the survey.
- In Program Summary, choose Reporting.
- Select Add Role. From the dropdown menu, select the new role title. The new role is added to the Program Roles section. Now, enable Team Summary for the new role.
- Select Save Changes.
Preview the Team Summary manager dashboard
Prepare your manager to use their dashboard by previewing what they see.
- From the dashboard, select Configure and then User Roles.
- Select the User Role Team Summary is enabled for.
- In the All Members tab, select an active employee with that role only (not multiple roles).
- Select Login As on the employee information page.
- Choose the program that is enabled for Team Summary in Switch Program.