1. Qualtrics 360 Peer Review Survey Instructions

2. 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

3. Creating a Qualtrics Account

4. Creating a Qualtrics Account
The Qualtrics survey tool is available free for Duke Users at
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 using your NetID and NetID password.

5. Logging In
Navigate your browser to 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.

6. Copying the Survey from the Library

7. Select Create Survey

8. Select Survey Library

9. 1. Select Organization Library: Duke University Hospital HR from the drop down for Please Select a Library 2. Then select 360 Peer Review for “Category” 3. Select 2014 Peer Review Survey- Sample for “Survey” 4. Create a survey name in the New Survey Name field 5. Click on Create Survey

10. Click on My Surveys tab to find your new copied survey

11. Distributing the Survey

12. Find the copied survey.
Click on the Survey

13. To make a review for each employee select copy

14. Highlight and type in the employee’s name that you are going to create a review for.

15. Find the created survey and click on it.

16. Select “Look and Feel”

18. Select Advanced

19. 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.

20. Click “Save”

21. Repeat the steps for each employee making sure to use the original survey to make a copy

22. Repeat the steps for each employee making sure to use the original survey to make a copy

23. 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

24. To activate your employee’s survey click Activate Survey

25. Copy the employee link and email the link to the reviewer(s)

26. Analyzing the Survey Results

27. When ready to close the review to responders, return to the My Survey tab and remove the check

28. You will have a second chance to ensure that you really want to deactivate your survey

29. Download data from Qualtrics
Click on the Results Icon next to the survey
2. Click on Initial Report
Please complete for each employee report
Download data from Qualtrics

30. Download data from Qualtrics cont.
3. In the upper right hand corner – choose the Export Report to Excel icon.
Download data from Qualtrics cont.

31. Download data from Qualtrics cont.
4. Open/Save file in Microsoft Excel.
Download data from Qualtrics cont.

32. 5. Copy Data from Question column (B) to Total Responses column (H) for each section
Qualtrics Excel File

33. Performance Review – Template file
6. Open Performance Review – Template.xlsx (Initial Data tab)
Performance Review – Template file

34. Ensure macros are enabled
7. You may get a warning at the top of the spreadsheet. Hit Options…. and select Enable this content.
Ensure macros are enabled

35. 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…)
Performance Review – Template file

36. 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.
Performance Review – Template file

37. Performance Review – Template file
The graphs have been sized and formatted for easy copying to a blank PowerPoint slide.
Performance Review – Template file
N-R-S = the % of Never, Rarely, Sometimes responses

38. 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 weren’t included in, however, one can also copy/paste and use as needed.
Complete the process for creating survey results for each employee