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Initiatives have to keep same metric format as Key Results
Hi everyone, is it bug or feature that Key Results aligned to Objective can have mixed format of metric while Initiatives underneath can't? Probably hard to understand, so let's explain it like this: Objectives' Outcome is always set as percentage of completion Key results' Metric may be set as numeric, percentage, even currency and still may contribute to Objective above Initiative has to keep same metric format as Key results otherwise contribution is not available to set Example: KR set as reach 2 (number), Initiatives set with milestones as percentage completed, "Manage contributions" dialog doesn't allow to choose some of those Initiatives as they have no metric or wrong metric format. Is that by reason and could I understand why? It is possible to combine KRs contributing to Os but why not Is to KR?
How to select the "type" of an OKR?
In the documentation for Viva Goals it says that you can choose the "Type" of an OKR, i.e. Organizational, Team or Individual. There is even a screenshot showing this option in the UI here: https://learn.microsoft.com/en-gb/training/modules/viva-goals-create-track-close-okrs/how-to-enter-okrs However, when I enter an OKR, I do not get this option: I am a global admin and have just set Viva Goals up. I have enabled the "default organisation" and do not have any teams. Any ideas? Thanks, Frans
Understanding OKR permissions and privacy: not obvious parent-child logic!
Hi, Wanted to share our experience and evolving understanding of OKR permissions and privacy to see if it matches with what others see and need. Step 1 - Viva Goals provides a feature to make Objectives or Key Results "private" by setting the permissions to "Only selected people can view and align". Given we have some Key Results that expose sensitive financial results, for those KR we set the permissions to just a limited set of people. This all feels good as a little "lock" appears beside the KR. Step 2 - Some of those private KRs are grouped under a parent Objective that we also make "Private" as everything under the Objective is private. However, some of the private KRs are grouped under Objectives that also have KRs that are public, so those parent objectives are kept "public". Outcome: we assumed that all the KRs that we made private are indeed private. But to our surprise, this does not seem to be the case. When the private KR is child to a public Objective, then people who are NOT in the permission list can this see the KR and its result. Exactly what we wanted to avoid! In the case of private KRs that are child to a private Objective, the general public can see the private Objective but they can not open it and see any of its child: which is good! (even though we thought they would not even see the private objective!). So our conclusion is that to make KRs truly private they NEED to be grouped under a Private objective, not a public one. And it needs to be clear that this private Objective is actually visible to all. This is a relatively acceptable workaround once one is aware of it. However the User Interface of Viva Goals is deceptive in the way that it lets the KR creator think that its KR is private, when it actually is not. Have others used the OKR privacy settings and see similar outcomes? Other experiences or recommendations on how to make sure private OKRs are truly private?Is there a way to Update Actual goal via excel?
I am looking one help regarding Viva Goal. We have around 1000+ goal and post import the goal for each employee i don't want to map each field and column to update the actual goal achieved. Is there a way to upload the actual achievement numbers also from excel?
Viva Goals Product Tips!
Hello everyone! Welcome back to reading! February is the bridge between winter's longing and spring's promise, where hope whispers through the frost and dreams take flight on the wings of possibility. I'm excited to share some insightful product tips with you all today. The top trends continue to remain the same - Creating/Managing OKRs, Purchasing Viva Goals licenses, Integrations and Enabling users. Let's dive into some tips to enhance your product experience. 1. Integration sync errors - Have you stumbled upon errors while syncing your data from other applications to Viva Goals? There could also be cases where the updated values do not reflect in Viva Goals. One common reason to this is the expiry of the tokens or credentials used to setup the connection. You could try to reauthenticate your connection from Account Settings > Preferences > My Integrations > click on Manage next to the desired application > Reauthenticate. 2. Export API - Have you been manually exporting the OKRs from the Viva Goals Explorer? We heard you! You will now be able to programmatically export Viva Goals data in an Explorer View via Microsoft Graph APIs. All you have to do is create an export job and fetch the content once it's successful. You can read more about it here. 3. Users Deleted in Entra - Did you know? When users are deleted from Microsoft Entra ID, they're not deleted/deactivated in Viva Goals immediately. In Entra, when a user is deleted, it is in a soft-deleted phase for a 30-day period. During this period, the admin has the possibility to retrieve the account. If the account isn't retrieved for 30 days, it's then permanently deleted from Entra, and we get an update to delete/deactivate the same in Viva Goals. Thanks for taking the time to read this post. I'll come back with new tips next month.Predefine items differently - based on user's credentials
Hi all, I have provocative idea coming through my mind during these days. Every time when you select hierarchy icon ("Add child item") on some of the items (Objective, Key Result, Initiative), new creation dialogue is predefined with data from origin item. I can imagine it should be more helpful and intuitive to respect the user who is creating new item instead. So if I select an item I wanna contribute to (OKR), it will be most probably me who will be an Owner, to be Check-in owner and my Team to be pre-set on new item, isn't it? By default now all these three are set same as they're on the item I clicked on "Add child item" upon. My thinking process is, that first I select OKR I want to contribute to and then I create my own one. With current approach I start with "+ Objective" (new Objective) and with alignment I have to search for relevant OKR. It's easy if there are few OKRS and somewhere around (Company, level above, team), but with more OKRs respectively with cross-functional contribution it's more and more tricky as the dialog for "Alignment" is as it is. Or ... if I use "Add new item", I have to change all three fields shown above. Would be great to have an option per user to switch from current to mentioned above, as I can expect not everyone has the same thinking process or procedure to build the OKR structure in Viva Goals. Is that feasible, do you think? Share your thoughts, comments? Did I miss something while adopting Viva Goals for our company? 😉Viva Goals Product Tips!
Happy New Year! January, a chapter of new beginnings, a canvas for fresh dreams, and a month to paint the year with vibrant possibilities. Embrace the journey ahead! I'm excited to come back with some fresh product tips this month. The top trends continue to remain the same - Creating/Managing OKRs, Purchasing Viva Goals licenses, Integrations and Enabling users. Let's dive into the tips: Zapier Integration - Viva Goals support integration with industry-leading tools and platforms you use every day. However, for the few applications that are not supported, we do have an alternate method. Our integration with Zapier will allow you to connect Viva Goals with all the tools you use every day. With the Zapier integration, you can automate the check-ins in Viva Goals when an event occurs in the other tool. You can check this doc for more details. Email notifications - Are you not receiving emails like check-in reminders, explorer exports, summary updates from Goals? Here's something you can check - by default all emails from Goals are sent to the UPN ID of the user profile in Entra ID. If your UPN doesn't have an inbox associated with it, you'd not be receiving the emails from us. We've seen cases where customers want to route the emails to the alias field in Entra ID instead of the UPN. If that's your requirement, you can contact the support team and they'll help you fix this. Approval Workflow - We're seeing customers mention that they're missing the option to change the approval workflow status for their OKRs. This happens when you're in a view with multiple time periods. The workflow status has to be updated individually for each entity and each time period. When multiple time periods are selected, you'll not see the option to change the status. Thanks for taking the time to read this post. I'll come back with new tips next month.
