Qualtrics 360 Peer Review Survey Instructions

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Qualtrics 360 Peer Review Survey Instructions
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What 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

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Creating a Qualtrics Account
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Creating a Qualtrics Account

• The 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.

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Logging In

• Navigate 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.

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Copying the Survey from the Library
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Select Create Survey
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Select Survey Library
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1. Select Organization Library Duke University
Hospital HR from the drop down for Please Select
a Library2. Then select 360 Peer Review for
Category3. Select 2014 Peer Review Survey-
Sample for Survey4. Create a survey name in
the New Survey Name field5. Click on Create
Survey
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Click on My Surveys tab to find your new copied
survey
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Distributing the Survey
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Find the copied survey.
Click on the Survey
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To make a review for each employee select copy
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Highlight and type in the employees name that
you are going to create a review for.
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Find the created survey and click on it.
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Select Look and Feel
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(No Transcript)
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Select Advanced
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Use the slider to find where it states employee
name and highlight and type in the employees
name for whom the review is being created.
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Click Save
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Repeat the steps for each employee making sure to
use the original survey to make a copy
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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
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Once you have created all surveys for each
employee, to send to reviewers click send
Repeat the steps for each employee making sure to
use the original survey to make a copy
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To activate your employees survey click Activate
Survey
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Copy the employee link and email the link to the
reviewer(s)
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Analyzing the Survey Results
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When ready to close the review to responders,
return to the My Survey tab and remove the check
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You will have a second chance to ensure that you
really want to deactivate your survey
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Download data from Qualtrics

• Click on the Results Icon next to the survey
• 2. Click on Initial Report

Please complete for each employee report
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Download data from Qualtrics cont.

• 3. In the upper right hand corner choose the
  Export Report to Excel icon.

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Download data from Qualtrics cont.

• 4. Open/Save file in Microsoft Excel.

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Qualtrics Excel File

• 5. Copy Data from Question column (B) to Total
  Responses column (H) for each section

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Performance Review Template file

• 6. Open Performance Review Template.xlsx
  (Initial Data tab)

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Ensure macros are enabled

• 7. You may get a warning at the top of the
  spreadsheet. Hit Options. and select Enable
  this content.

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Performance Review Template file

• 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)

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Performance Review Template file

• 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.

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Performance Review Template file

• The graphs have been sized and formatted for easy
  copying to a blank PowerPoint slide.

N-R-S the of Never, Rarely, Sometimes
responses
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Tips

• 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 werent included in, however, one
  can also copy/paste and use as needed.
• Complete the process for creating survey results
  for each employee