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Qualtrics 360 Peer Review Survey Instructions
What will be reviewedWhat will be reviewed
In these slides the following will be reviewed:
◦Basic Qualtrics’ instructions How to create an account and log into Qualtrics
◦How to copy the survey from the library◦How to distribute the survey◦How to compile and analyze the survey results
Creating a Qualtrics Account
Creating a Qualtrics AccountCreating a Qualtrics AccountThe Qualtrics survey tool is available free
for Duke Users at http://duke.qualtrics.com
Qualtrics is integrated with Duke's NetID authentication system but also allows sharing of surveys with non‐Duke users.
To create a Qualtrics account, log in from http://duke.qualtrics.com using your NetID and NetID password.
Logging InLogging InNavigate your browser to
http://www.duke.qualtrics.com/ and log in with your NetID and password. You will first be asked to confirm and update your account information, via a popup box.
Once you have logged in, you will be able to create and view surveys in the main dashboard area.
Copying the Survey from the Library
Select Create SurveySelect Create Survey
Select Survey LibrarySelect Survey Library
1. Select Organization Library: Duke University Hospital HR from the drop 1. Select Organization Library: Duke University Hospital HR from the drop down for Please Select a Librarydown for Please Select a Library2. Then select 360 Peer Review for “Category”2. Then select 360 Peer Review for “Category”3. Select 2014 Peer Review Survey- Sample for “Survey”3. Select 2014 Peer Review Survey- Sample for “Survey”4. Create a survey name in the New Survey Name field4. Create a survey name in the New Survey Name field5. Click on Create Survey5. Click on Create Survey
Click on My Surveys tab to find your new copied survey Click on My Surveys tab to find your new copied survey
Distributing the Survey
Click on the Survey
Find the copied survey.
To make a review for each employee select copy
Highlight and type in the employee’s name that you are going to create a review for.
Find the created survey and click on
it.
Select “Look and Feel”
Select Advanced
Use the slider to find where it states “employee name” and highlight and type in the employee’s
name for whom the review is being created.
Click “Save”
Repeat the steps for each employee making sure to use the original survey to
make a copy
Repeat the steps for each employee making sure to use the original survey to
make a copy
Repeat the steps for each employee making sure to use the original survey to
make a copy
Repeat the steps for each employee making sure to use the original survey to
make a copy
Once you have created all
surveys for each employee, to
send to reviewers click send
To activate your employee’s survey click
Activate Survey
Copy the employee link
and email the link to the reviewer(s)
Analyzing the Survey Results
When ready to close the review to responders,
return to the My Survey tab and
remove the check
You will have a second chance to ensure that you really want to deactivate your You will have a second chance to ensure that you really want to deactivate your surveysurvey
Download data from QualtricsDownload data from Qualtrics
1. Click on the Results Icon next to the survey
2. Click on Initial Report
29
Please complete for each
employee report
Download data from Qualtrics Download data from Qualtrics cont.cont.
3. In the upper right hand corner – choose the Export Report to Excel icon.
30
Download data from Qualtrics Download data from Qualtrics cont.cont.
4. Open/Save file in Microsoft Excel.
31
Qualtrics Excel FileQualtrics Excel File
5. Copy Data from Question column (B) to Total Responses column (H) for each section
32
Performance Review – Template Performance Review – Template filefile
6. Open Performance Review – Template.xlsx (Initial Data tab)
33
Ensure macros are enabledEnsure macros are enabled
7. You may get a warning at the top of the spreadsheet. Hit Options…. and select Enable this content.
34
Performance Review – Template Performance Review – Template filefile
8. Paste contents into yellow sections. The data is initially sorted in the same order as the initial report from Qualtrics (Teamwork, Integrity, Diversity, Excellence, Safety…)
35
Performance Review – Template Performance Review – Template filefile
9. After copying and pasting data from all sections. Hit the button at the bottom. This will sort the results from best to greatest opportunity for improvement.
The following tabs will display your results corresponding with each of the sections of the survey.
36
Performance Review – Template Performance Review – Template filefile
The graphs have been sized and formatted for easy copying to a blank PowerPoint slide.
37N-R-S = the % of Never, Rarely, Sometimes responses
Always start from a blank Performance Review – Template.xlsx file. This will ensure you are copying the data to the correct cells
Verify that the results are what you expect in the reports before sharing with employee!!
Text comments weren’t included in, however, one can also copy/paste and use as needed.
Complete the process for creating survey results for each employee
38
Tips Tips