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. It's designed to increase work engagement on your team and within your company.

Understand terminology associated with Content Resources and Action Plans

This terminology assists with understanding how Glint sets up Suggestion 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 is attached to a Suggested Action template.
Custom content Content that you, as the Viva Glint customer, have uploaded 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 50 K+
Rich text 50 K+
Image file name 255, include file extension
PDF file name 255, include file extension
Video link URL 5048

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.

Follow this guidance to embed LinkedIn Learning videos

Add Content Resources to Action Plans

Access Suggested Action templates from the Action Taking section on your admin dashboard.

Screenshot of admin dashboard access to Suggested Action Templates.

Map to Content Resources

Follow this guidance to map Content Resources to Action Plans