Viva Goals - Product Tips!

Happy Monday!

 

As the holiday season approaches and the weather changes, I'm back with some helpful tips for November. I repeat - for those who are seeing this post for the first time - this is Meena, a Senior Program Manager from the Viva Goals team. I've been part of the product for close to 3 yrs. If you're looking for some tips and tricks that would make your experience with Viva Goals smoother, and more efficient, let's get started.

 

There's not much change in the top trends, our customers are mostly interested in Creating/Managing OKRs, Purchasing Viva Goals licenses, Integrations, and Enabling users. Below are some tips that would help you use Viva Goals more effectively:

 

1. Auditing - Global admins can audit activities on Viva Goals by searching the audit section of the https://nam06.safelinks.protection.outlook.com/?url=https%3A%2F%2Fcompliance.microsoft.com%2F&data=05%7C01%7Csusbhatia%40microsoft.com%7Cfe608d17064441d9162308db152377d1%7C72f988bf86f141af91ab2d7cd011db47%7C1%7C0%7C638127014381975186%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=3sf6iXmnIV1JUmfwymJOQkjWW%2BAUFBVxj58GX6e5w9k%3D&reserved=0. In the MAC portal, users with the 'Audit Log Reader' role will be able to access the audit logs. This is useful when you want to find the users who performed actions like adding/deleting users/OKRs/teams.

 

 

The list of user and admin activities in Viva Goals that are logged for auditing can be seen at https://learn.microsoft.com/en-us/microsoft-365/compliance/audit-log-activities?.

 

2. Integrations - When trying to setup the Jira On Prem integration, if your org is using SAML SSO based authentication to access Jira On Prem, the same SSO credentials cannot be used to complete the setup. We recommend that you use a username/password based Jira account and its credentials to complete the integration. This is required only for the connection setup. You can find this covered https://learn.microsoft.com/en-us/viva/goals/jira-on-prem-integration#faq-frequently-asked-questions.

 

3. License Management - Are you already using Microsoft Entra Groups for managing licenses? With Microsoft Entra groups, you can grant access and permissions to a group of users instead of for each individual user. When groups are used, only members of those groups can access the resource. You can assign a Viva Goals license to the Microsoft Entra groups and these groups can be invited as users to your Viva Goals org. You can read more about it ⁠https://learn.microsoft.com/en-us/viva/goals/viva-goals-deployment-guide#assign-licenses.

 

Thanks for taking the time to read this post. I'll come back with new tips next month.