1. Nursing at Michigan Performance Evaluations
Online Qualtrics Nursing Framework Performance Evaluation Tools
Overview for Nurses Due for Evaluation
Barb Wetula
Kathy Dunnuck
Laura Galunas
Rob Wonnacott
Target Audience: Nursing at Michigan | Author/Contact: K. Dunnuck | Last reviewed: February 2018

2. New Website (External) Nursing at Michigan Performance Evaluations

3. Easy-to-Use Qualtrics Survey Tools

4. Role of RN Due for Evaluation

5. RN Role
RN role begins upon receiving notice from unit AA

6. Email notice outlines 3 steps for RN:
RN Role cont.
notice outlines 3 steps for RN:

7. RN Role cont. 1. Obtain peer feedback
RN sends a request to at least 3 peers for feedback using the link for Peer Selection and Invitation Qualtrics tool in notice.
Link is also on the website.

8. RN Role cont.
RN opens link to Peer Selection and Invitation Qualtrics Tool and selects Framework
RN ONLY
NOTE: This survey tool should only take the RN a few minutes to complete. It must be completed in one sitting. You cannot leave the program and return later to complete.

9. RN Role cont. Login with Level 1 credentials RN selects first button
Second button allows additional functionality/view of the survey tool -- for peers to get into the survey without an RN invitation (for peers who may have lost their invite, weren’t sent one, or may have been verbally requested by the RN to provide peer feedback)
RN ONLY

10. RN Role cont. Main screen of survey is a worksheet/form
enter brief personal/ unit/clinical nursing director/supervisor info
and
select peers/ domain(s)
RN AND CND

11. RN Role cont. At top of form, RN enters name, uniqname, etc.
Continuing down the form, RN selects Clinical Nursing Director/ Supervisor dept/name/ .
If not listed in dropdown, RN types info, being sure address is correct.
RN ONLY
NOTE: address for clinical nursing director/ supervisor is required.

12. RN Role cont. For peer lookup, use MCommunity link.
Continuing down the form:
RN selects Framework level
RN enters info for at least 3 peers* (name, uniqname, domain/s to evaluate)
Form allows up to 5 peers.
For peer lookup, use MCommunity link.
*Peer who completes the Clinical Skills and Knowledge domain must be an RN
RN ONLY

13. RN Role cont. RN confirms all info on the form before continuing.
RN makes any changes now, then once confirmed, clicks right arrow to advance to final 2 screens.
RN ONLY

14. RN Role cont.
Summary screen appears. RN clicks button to send invitations via Qualtrics.
Qualtrics sends the following s:
RN confirmation
Peer requests
RN 7-day reminder
(This screen is a last chance before sending invites! If any info is incorrect, RN may click link at bottom to start over.)
RN ONLY

15. RN Role cont. RN Confirmation Email
RN receives auto- confirmation titled Confirmation: RN Peer Feedback Selection and Invitation Tool
lists selected peers, their addresses and requested domains
RN + CND

16. RN Role cont. Peer request email
Concurrently, all peers are each sent an individualized request (titled Please provide peer feedback for my annual performance evaluation)
contains:
custom survey link (different link for each peer)
which domain(s) to evaluate
When peer completes/submits their custom survey, a summary of peer responses will be auto- ed to:
peer completing the feedback survey
RN who requested the peer feedback
RN’s clinical nursing director/supervisor
RN + CND

17. RN Role cont. RN 7-day Reminder Email
RN will receive a reminder 7 days later that it’s time to start their self-evaluation (if they haven’t already)
Includes link to self-evaluation survey
RN + CND

18. RN Role Step 1: Obtain Peer Feedback VIDEO duration: 3 min 32 sec
RN + CND

19. RN Role cont. 2. Complete self-evaluation
After receiving peer feedback, and within 3 weeks of receiving AA notice, RN completes self-evaluation survey tool.
RN + CND
Self-evaluation survey link:
In the 7-day reminder
On the website

20. RN Role cont. Self-evaluation survey cont. Level 1 login required
RN selects Employee button
NOTE: there are 3 views built behind-the-scenes within the survey tool:
Employee view
Clinical Nursing Director/Supervisor retake view (via )
Leadership-initiated view (access from website, for use by Clinical Nursing Director/ Supervisor when RN does not provide self-data)
RN + CND

21. RN Role cont. Personal KEY LINK instructions RN enters personal info
RN selects or types Clinical Nursing Director/ Supervisor info; advances to next screen
Clicks “Send key link to address” button
Occasionally there may be a delay with the key link during high use periods
RN + CND
TIP: RN should have inbox open

22. https://nursing.mivideo.it.umich.edu/media/t/1_7nmb6366
RN Role Step 2: Self-evaluation – Get a KEY LINK VIDEO duration: 1 min 30 sec
RN + CND

23. RN Role cont. Opening the KEY LINK Email
RN goes to inbox, finds/opens titled Personal KEY LINK ENCLOSED – Nursing Performance Evaluation
RN clicks on their personal key link
Save/continue instructions are noted within the .
RN ONLY

24. RN Role cont. Personalized Self- Evaluation survey
Personal info screen is pre-filled
NOTE: THE BROWSER’S BACK BUTTON IS NOT AVAILABLE WITHIN QUALTRICS SURVEYS – must use navigation arrows at bottom of survey
RN ONLY

25. RN Role cont. Taking the Self-Evaluation Survey
RN selects Level (A, C, D or E) then fills in clickable ratings and writes short essay responses as prompted throughout the survey screens.
Content is unchanged from old paper process.
UMHHC Performance Expectations for All Employees
UMHHC Job Specific Performance Expectations (Qualtrics program loads appropriate description for Level A, C, D or E)
BOTH

26. RN Role cont. Taking the Self-Evaluation Survey, cont.
Short essay responses:
Previous Year’s Learning and Self-Development Plan Assessment
Competency/Mandatory Requirement Summary with instructions on how- to obtain and upload MLearning transcript
Annual Plan - with room for up to 3 growth areas (1 area is required)
Required Feedback
Optional final Employee Comments
Note: directions for requesting IN-PROGRESS LINK at bottom of each screen
BOTH

27. RN Role cont. Request IN-PROGRESS LINK screen
RN clicks box to request; submits in next screen
- OR -
RN skips this screen using right navigation arrow.
NOTE: if employee has already used an in-progress link the box will be pre-checked and they’ll simply need to uncheck it.
RN ONLY

28. RN Role cont. IN-PROGRESS LINK Email Sent to RN’s inbox.
Reminder: if RN chooses to use IN-PROGRESS LINK feature, they should be sure to:
PLAN AHEAD if switching computers/locations AGAIN request another in-progress link
CHECK DATES/ TIMES within IN-PROGRESS LINK – if RN adds some responses using this key link then switches; computers/ locations again, MUST get another key link or latest info won’t be there
KNOW THAT THEIR KEY LINK WILL BECOME BLANK
RN ONLY

29. RN Role cont. Response Summary Screen
RN should review all responses here before proceeding to submit screen.
RN can use left navigation arrow to navigate back through screens to change their responses or answer anything they missed
Submit Evaluation Screen
RN will be prompted to provide e-signature and submit.
Notifications
RN will receive summary of responses. RN should save this for their records.
Concurrently, clinical nursing director/supervisor will receive notification and “retake link”.
BOTH

30. https://nursing.mivideo.it.umich.edu/media/t/1_8xai0s43
RN Role Step 2: Self-evaluation – Take the survey VIDEO duration: 3 min 9 sec
RN + CND

31. RN Role cont.
3. Attend 1:1 meeting with clinical nursing director/supervisor
Date set by unit.
To prepare for this meeting – the clinical nursing director/supervisor completes his/her portion of the self-evaluation tool, and also receives/saves/prints peer feedback.
BOTH

32. RN Role cont. REVIEW – More about the emailed survey links
Instructions are at beginning of survey and at bottom of subsequent screens.
Two types of links used:
Personalized KEY LINK (required for starting the survey – this link is what makes the survey personalized)
IN-PROGRESS LINK (optional – for continuing later at a different computer or location)
RN + CND
The KEY LINK and IN-PROGRESS LINK are available in the leadership-initiated view too!

33. RN Role cont.
REMINDER: the self-evaluation survey has two ways to save progress/continue later!
Easiest/quickest way:
Simply close your browser (Internet Explorer, Chrome, etc.) using the “X” at top of your screen and return later
Switching computers/locations?
Use the IN-PROGRESS LINK feature. Follow instructions within the survey.
RN + CND

34. https://nursing.mivideo.it.umich.edu/media/t/1_mi5k7yrx
RN Role: Self-evaluation – IN-PROGRESS LINK VIDEO duration: 1 min 28 sec
RN + CND

35. CND
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