LEM v3: What’s New?
Feature
Updated look and feel. New Navigation Bars.
Revised Sort Lists for leader selection
Job Title on Annual Evaluation Page
Customization of term “pillar”. Customization of
term “Evaluatee” and “Evaluator” for comments
Description
Overall Functionality
Simpler format and more neutral colors
Users and Admins can sort the list of LEM users
by just those in their hierarchy, Division,
Department, Job Title or “Show All” if
transparent
Job Title now shows at the header of each page
alongside Leader Name, Reports To, Division and
Department
Organizations can fill in other terms for Pillar,
Evaluator or Evaluatee
This is located in the “Admin” tab under
“Organization Setup” for customization
Updated Sample Goals
Help Menu now contains the most recent best
practice goals for VBP, Readmissions, and other
key metrics Studer Group finds as best practice.
Individuals can no longer add these goals to their
own evaluations, but the Administrator still has
the ability to copy these goals in as individual
goal templates for your organization.
User Features
Benefit
Stronger user interface and ease in moving around the
application
Time savings via quicker identification of what the leader
is seeking. Ability to easier drill in on evaluations by
desired group.
Ex: everyone with the same Job Title across multiple
Departments.
The LEM will now remember which view you were logged
in as last, so if you leave the page with the list sorted by
“My Hierarchy” which is your direct reports, it will
remain that way on your next login.
LEM has always had this information and it’s now seen
inside the LEM vs. just at the portal. The new sort lists
also allow sorting by Job Title.
Allows customization if an organization uses another
term for categorization of pillars. For comments, some
organizations wish to use the “Evaluator/Evaluatee”
fields to capture an unweighted component of the
evaluation – this allows for the header to be customized
by organization to expand functionality.
Saves time in transferring best practices. Enables your
organization to maximize the templates that may apply
to your key desired outcomes
Monthly Report Card available on Annual
Evaluation
Leaders can input individual scores directly on
the Annual Evaluation page for their evaluation
and for those in their hierarchy
Leaders no longer have to click on the Monthly Report
Card to make these changes. The monthly breakdown is
now visible and editable on both pages. Note, if a leader
isn’t in another leader’s hierarchy, they cannot see the
scores on the Annual Eval page, only on the Monthly
Report Card, and only if that piece is made transparent
by the organization.
Actions Button
A central “Actions” button exists for each goal.
When you click “Actions”, you’ll see add goal,
remove goal and edit goal (if the goal is editable)
This is designed to save space on the page and centralize
all “actions” to one button.
Copy Goals (from another leader, and from past
evaluations)
Ability to “Add Notes” to a goal on Annual
Evaluation
You’ll also see the “align to Overarching Goal”
button if your organization enables individuals to
perform this task. *see Admin section for details
on this feature
When a leader adds a goal via copying from
Prevents the user from having to click on each pillar to
another leader, all goals show vs. just those by an copy the goals – all goals for that individual appear and
individual pillar
are eligible to be copied.
You will see this when you click on “Actions”,
then “add goal”, then “copy another goal”.
Leaders and those in their hierarchy can input
brief notes for each goal if necessary
LEM keeps a log of date/time/edited by. The
“Notes” will lock when the evaluation is locked.
Months Included in Scoring now easily
identifiable
If a month is excluded from scoring, you’ll see a
bar around the box on the Monthly Report Card
Numerator/Denominator choices are now
The default is “whole number” unless a user
When copying your goals from a “past evaluation”,
templates from past years will not show up to be copied.
Occasionally a leader may have a notation about a
particular goal, especially if an annotation to a “noneditable” goal template. For example, a user may
indicate that their selection of a particular template is
intended to roll-up multiple departments in their result.
They may also take note of when results are available for
this particular goal.
Helps those months become easier to identify when
used, and prevents user error when inputting monthly
scores. If your organization uses (or unintentionally
selects) this, you can easily see it.
Prevents user error and saves time goal auditing if a user
“Advanced Calculation Methods”
New 90 Day Plan
Overarching Goals
Align to Overarching Goals
selects “Advanced”. This then produces the list
of Numerator/Denominator options
90 Day Plan
New layout, enhanced auto-save, ability to add
action steps one by one so that levels and results
align, Red/Yellow/Green Status rating available,
spell check, ability to expand/collapse pillars
Administrator Features
Administrator can assign selected goal templates
as “Overarching Goal”
selects Numerator/Denominator in error. By showing
this as “Advanced”, fewer leaders will feel the need to
select in error.
Improved ease of use. Ability to work in action plan far
easier.
*Note, your 90 day plans from v2 will migrate into v3 and
appear in the first “action step” box. For future inputting
of plans, leaders can maximize the “add step” feature for
a more user friendly experience.
Where is this selection made? When you add a
new goal template, you can click the checkbox if
it’s an “Overarching Goal” goal.
These templates are the top goals for the organization,
and individual templates and goals can be “aligned” to
these Overarching Goals in order to show linkage
between metrics. Your organization can choose whether
this function is restricted to the Administrator, or if
individuals can align their own.
Goal Templates and individual leader goals can
be “aligned” to those Overarching Goal
Templates that the Administrator builds
Examples of Overarching Goals are Operating Margin,
Process of Care Measures, VBP Rollup Results, and other
organizational goals. Individual metrics cascaded
throughout your organization will align to those.
As metrics are cascaded throughout the organization,
“Align Goals” gives you the ability to link metrics
together.
The Administrator can align all Goal Templates
and individual goals to Overarching Goals under
the “Admin” tab and “Align Overarching Goals”.
Your organization can also choose whether the
“align” function is restricted to the
Administrator, or if individuals can align their
All common goals (Goal Templates) can align to
Overarching Goals. For example, Budget and
Productivity goal templates could align to the
Overarching Goal Operating Margin goal.
Individual, non-template goals created from scratch or
the goal wizard can also be aligned to those that your
individual non-template goals to Overarching
Goal. This selection is made under the “Admin”
tab and “Organization Setup”. If your
organization chooses to allow individuals to do
align their non-template goals, there will be an
“Align to Overarching Goal” link under the
“Actions” button on the Evaluation page.
Push Weights
In addition to pushing goals, Administrators can
now push goal weights
organization chooses as “Overarching”. Examples
include:
- Registration leader goal of upfront collections
could align to the Overarching Goal of Net
Operating Income
- ED leader goal of reducing wait time could align
to the Overarching Goal of HCAHPS/VBP
- EVS leader goal of bed turnaround time could
align to the Overarching Goal of Length of Stay
- finance leader goal of AR days could align to
Overarching Goal of Operating Margin
This feature allows for central updates after an audit and
one place to designate weights vs. clicking through page
by page.
Studer Group still strongly recommends
individual discussion between leader and boss
about what appropriate weights should be for
each goal.
Single/Multiple Result uploading now in the MRC
Tab
This is located under the “Annual Evaluation”
tab.
For data owners, they can now access the results
pages without being a LEM Administrator
Goal Templates are now built by fiscal year
In the “Goal Templates” menu, the Administrator
will need to select a fiscal year for that template
to exist
Ability to build new pillars each fiscal year
Administrators now go into LEM to customize the
structure for each new FY
This is located under the “Admin” tab and “Pillar
Maintenance”
This reduces the number of people that need full
Administrator access. Also, these drop downs will only
show for those that have rights to update Single/Multiple
results.
Prevents the need for a LEM Administrator to deactivate
templates each year. They will just start fresh each year
with a new list (copying will still be available).
Pillar structure can evolve or change if your organization
decides to add or delete, and this won’t impact past
evaluations.
New Global Locks on Evaluations, Plans and
Report Cards
Audit Logs
Aligned Goals
Equity Review
Monthly Report Card Compliance
Gives the Administrator access to “lock” down
past years in LEM. This feature is located under
the “Admin” tab
Once the Global Lock has occurred for
evaluations, it can also occur for 90 day plans
and Monthly Report Cards.
Administrators can audit:
1. who edited a goal template
2. who accessed LEM and when
3. when evaluations were locked and
unlocked
Reports
Ability to determine which leaders have goals
aligned to Overarching Goal goals
Ability to see which leaders are using which
templates at which weights
To run data on which months are missing scores
by Leader
Once an evaluation year has ended, and evaluations have
been closed out entirely (all results updated, etc.), the
admin can lock down past years. This feature prevents
changes from happening once the full FY is locked and
provides a non-editable record of how a particular FY
ended.
For additional verification as requested by partners,
these audit logs have been added to enhance LEM.
Alignment/Audit Report Capability
Alignment/Auditing Report Capability
A quick way to identify which leaders are missing scores
for certain months. Keeping in mind not every month
necessarily has a score, but this report gives you a faster
way to identify these.
A
D
B
C
A.
B.
C.
D.
Menu Bar and improved ease of navigation
Example of a unit HCAHPS goal that is aligned to an Overarching Goal
Report Card Results: can now be updated on Annual Evaluation Page and Monthly Report Card
New User Lists: available sorts by Department, Job Title, Division and “My Hierarchy”