A quick guide to completing a formal review

• Login to your Immerse Works account.
• Click on the Performance icon at the top of the page.
• Once on the Performance dashboard, click on Formal Reviews.
• This then shows you all of your available formal reviews, you can view both current and past reviews here. Find the review you wish to complete and click Start Review.
• This will then open up your review. to complete a review you will need to complete 3 sections:
  • Company Values,
  • Behavioural & Technical Competencies,
  • Objectives, Development goals and Summary Questions
• Once these three sections are complete, click Send to Manager and you're done.

A more in-depth guide on how to complete your formal review

• First, log into your Immerse Works account. Once logged in, you will find yourself on the Home Dashboard. You will find quick link buttons to the different applications on here, as well as your home widgets. To access your formal reviews, click on the Performance icon at the top of the page.

• You should now be on the Performance dashboard. To access your formal reviews you will need to navigate to the Formal Reviews page which you can find the link to located on the left-hand side, or on your widgets.

• The My Formal Reviews page will show you a list of all your current and previous reviews. To start editing an open review, click Start Review. 

• The first section of your formal review is labelled Step 1 - Values. This section is all about your company values and how you as an individual feel you are adhering to them. Each value can be broken into 5 sections:
  1. The Value title.
  2. Value Outcomes: This is how you grade yourself, simply click on one of the outcomes.
  3. Your Outcome response: Once you have selected an outcome, it will appear here.
  4. This text box is for justifying your choice: Fill out why you think your outcome is correct and back it up with evidence.
  5. Click Save & Continue to continue onto the next value.
• Once you have completed all the Values, you can continue onto the next section by clicking on Continue to Competencies.

• This section is labelled Step 2 - Competencies. This section is all about your behavioural and technical competencies and how you as an individual feel you measure up to them. Similarly to the values, these competencies can be broken into 4 sections:
  1. The Competency title.
  2. Competency Outcomes: This is how you grade yourself, simply click on one of the outcomes.
  3. This text box is for justifying your choice: Fill out why you think your outcome is correct and back it up with evidence.
  4. Click Save & Continue to continue onto the next competency.
• Once all values are complete you can continue onto the next section by clicking on Continue to Objectives.

• The third and final section is titled: Step 3 - Objectives, PDP & Summary. There are three parts in this section.
  
  The first part is Objectives. In this section, you can edit old objectives, as well as create new ones. To create an objective, click Add new objective +. You should get a new modal with the following fields:
  1. Accountability Area: is a heading created by your system admin to help categorise objectives for reporting purposes. From the dropdown list, choose the area that you think best suits your objective.
  2. Objective Heading: is what you wish to name your objective.
  3. Objective Start Date: is when you plan to start working on this objective.
  4. Objective Target Date: is when you plan to achieve your objective.
  5. Objective/Target Detail: use this area to explain how you plan to achieve the objective.
  6. Measured/ Evidenced By: use this area to explain how you will know when the objective has been met.
  7. Status: use this to set the status of your objective. The status can be selected from the dropdown list. 
  8. Outcome: use this to show how you are progressing with the objective. The outcome status can be selected from the dropdown list. 
  9. Select Progress: using the slider, set your progress for achieving the objective. This is shown as a percentage.
  10. A check box is used to show if the objective has been agreed with the line manager.
  11. The display on the dashboard checkbox is used for displaying key objectives on your dashboard. (maximum of 4)
  12. Achievements/Comments: use this to record any achievements or comments relating to the objective. 
  13. Upload Document: you have the option to upload any documents to show what you have done towards achieving the objective. For example, certificates.

Step 12 and 13 can be completed at the end of the review period.

               Click Save when you have completed the information for the new objective. 

The second part is Development Goals (PDP). This part functions almost identically to objectives, as you can edit old development goals, as well as create new ones. To create a development goal, click Add new development goal +. You should then get a new modal with the following fields:

1. Development Area: is a heading created by your system admin to help categorise goals for reporting purposes. From the dropdown list, choose the area that you think best suits your development goal.
2. Development Programme: is for the programme you wish for your development goal to be in.
3. Development Goal Heading: is the name you wish to give your development goal.
4. Development Goal Start Date: is when you plan to start working on the development goal.
5. Development Goal Target Date: is when you plan to achieve your development goal.
6. Development goal/Target Detail: This area is for you to explain how you wish to achieve your development goal.
7. Measured/Evidenced By: use this are to explain how you will know when the development goal has been met. 
8. Status: use this to set the status of your development goal.
9. Outcome: is useful to show your line manager if you are on track or not.
10. Select Progress: using the slider, set your progress for achieving your development goal. This is shown as a percentage. 
11. Achievements/Comments: use this to record any achievements or comments relating to the development goal.
12. Upload Document: you have the option to upload any documents to show what you have done towards achieving the development goal. For example, certificates.

Step 11 and 12 can be completed at the end of the review period.

               Click Save when you have completed the information for the new development goal. 

And finally, the third part is all about summary questions. This part will comprise of a few questions set up by your employer. Answer these questions to the best of your ability. Once done, click Send To Manager, to set your completed review to your manager. An email will be sent to your line manager to let them know you have completed the review. 

That's it! You have completed a formal review! There may be the occasion where your line manager sends the review back to you. Simply repeat the steps above until everyone is happy.

For more support articles visit https://pdwgroupuk.freshdesk.com/support/home