Forum Discussion

Jake_Caddes's avatar
Jake_Caddes
Icon for Microsoft rankMicrosoft
Oct 27, 2021

Privacy Settings and Exclusions

How does a company exclude the following information from analysis:

  1. Certain email domains (eg, @gmail, @yahoo, etc.)
  2. Emails from external employees who have an account with the Company's domain
  3. The subject of emails
  4. Employee activity that took place on a certain date and time (eg exclude activity carried out at night or on weekends)
  • 2. How does a company exclude emails from external employees who have an account with the Company's domain?

    Any Contractors, Vendors, Casual or Part-time employees that work for the Company can be
    included or excluded from analysis in a variety of ways:
    • If they are not included in the License allocation (in other words, not given a license to form part of the analysis
    group) they will not appear in any reports or outputs
    • If they are excluded from the Org Data file (in other words, their email address is not included in the file) they will
    not form part of the analysis
    • You could create an additional Attribute/Column in your Org Data file that will allow you to filter (include or exclude)
    people from reports/analysis based on their Employee Type (e.g. Permanent, Contractor, Part-time, Vendor etc.)

    Supporting documentation
    https://docs.microsoft.com/en-us/viva/insights/setup/assign-licenses-to-population
    https://docs.microsoft.com/en-us/viva/insights/setup/prepare-organizational-data

  • 3. How does a company exclude the subject of emails?

    Subject lines of email addresses do not form part of any analysis in the system
    • However, you can include or exclude Subject lines from meetings (but this would mean that you
    are unable to perform any qualitative analysis on this information)
    • You are also able to exclude specific terms from these subject lines (such as “confidential”,
    “private”, “acquisition”, “legal” etc.)

    Supporting documentation: https://docs.microsoft.com/en-us/viva/insights/use/privacy-settings 

  • 4. How does a company exclude employee activity that took place on a certain date and time (eg exclude activity carried out at night or on weekends) from analysis?

    When setting up the system, the Admin role must select the default Time zone as well as typical Working Days and hours
    • Any collaboration or activity that takes place before or after these set hours (or on non-working
    days) will be flagged as “after hours” and can be either included in or excluded from reports

    Supporting documentation
    https://docs.microsoft.com/en-us/viva/insights/use/analyst-settings

  • 2. How does a company exclude emails from external employees who have an account with the Company's domain?

    Any Contractors, Vendors, Casual or Part-time employees that work for the Company can be
    included or excluded from analysis in a variety of ways:
    • If they are not included in the License allocation (in other words, not given a license to form part of the analysis
    group) they will not appear in any reports or outputs
    • If they are excluded from the Org Data file (in other words, their email address is not included in the file) they will
    not form part of the analysis
    • You could create an additional Attribute/Column in your Org Data file that will allow you to filter (include or exclude)
    people from reports/analysis based on their Employee Type (e.g. Permanent, Contractor, Part-time, Vendor etc.)

    Supporting documentation
    https://docs.microsoft.com/en-us/viva/insights/setup/assign-licenses-to-population
    https://docs.microsoft.com/en-us/viva/insights/setup/prepare-organizational-data

  • 3. How does a company exclude the subject of emails?

    Subject lines of email addresses do not form part of any analysis in the system
    • However, you can include or exclude Subject lines from meetings (but this would mean that you
    are unable to perform any qualitative analysis on this information)
    • You are also able to exclude specific terms from these subject lines (such as “confidential”,
    “private”, “acquisition”, “legal” etc.)

    Supporting documentation: https://docs.microsoft.com/en-us/viva/insights/use/privacy-settings 

  • 4. How does a company exclude employee activity that took place on a certain date and time (eg exclude activity carried out at night or on weekends) from analysis?

    When setting up the system, the Admin role must select the default Time zone as well as typical Working Days and hours
    • Any collaboration or activity that takes place before or after these set hours (or on non-working
    days) will be flagged as “after hours” and can be either included in or excluded from reports

    Supporting documentation
    https://docs.microsoft.com/en-us/viva/insights/use/analyst-settings

Resources