If you are looking for a guide to help you complete a formal review for an employee on Immerse Works, then this article is for you.

Please note that this article is to support 'line managers' in completing a formal review for an employee (direct report). 

A quick guide to completing a formal review for an employee:

• Login to your Immerse Works system.
• Click on the Performance icon at the top of the page.
• Once on the Performance dashboard, click on Formal Reviews.
• This shows you all of your personal open formal reviews. To view your team's formal reviews, click Team Formal Reviews, either at the top of the page or in the menu bar on the left-hand side.
• Use the drop-down to select the employee you wish to complete the review for. 
• Find the review you wish to complete and click Edit Review.
• This will open up the employee's review. The review has 3 sections you will need to complete:
  • Company Values.
  • Behavioural & Technical Competencies.
  • Objectives, Development goals and Summary Questions.
• Once these three sections are complete, click Continue to Set Objectives and you're done.

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

• First, log into Immerse Works. 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 employee's formal reviews you will first need to click on the Performance icon at the top of the page.

• This will then bring you to the Performance dashboard. Navigate to the Formal Reviews page which you can find the link located in the menu on the left-hand side.

• You should now be on the My Formal Reviews page. This page shows all your current and previous reviews. To access your employee reviews you will need to click on Team Formal Review, this is located at the top of the page and also in the side menu. Use the drop-down that is presented to select the employee you wish to fill the review out for.

• You will now be presented with a page that shows all current and previous reviews for that employee. You can use this page to look back at their previous reviews, as well accessing current ones. To edit an open review, click Edit Review. This will then start the managerial side of the review process. 

• The first section is labelled Step 1 - Values. This section is all about your company values and how the individual feels they are adhering to each of them. Each value can be broken into 7 parts:
  1. The Value title.
  2. The employee's value outcome: This is how the employee rated themselves.
  3. Your outcome response for the employee: This is where your raring will appear once selected.
  4. The employee's value outcome for this particular value.
  5. Your outcome response for the employee: Click on the rating you think the individual has demonstrated during the review period.
  6. The employee's comments: This should justify their choice for the rating.
  7. The text box is for justifying your choice of value rating.
     

Once you have completed all the values, you can continue onto the next section by clicking on Continue to Competencies.

• Now you should be in the competencies section of the review: Step 2 - Competencies. This section is all about the employee's behavioural and technical competencies and how they as an individual feel they measure up to them. Similarly to the values, these competencies can be broken into 7 parts:
  1. The Competency title.
  2. The employee's competency outcomes: This is how the employee rated themselves.
  3. Your outcome response for the employee: This is where your rating will appear once selected.
  4. The employee's competency outcome for this particular competency.
  5. Your outcome response for the employee: Click on the rating you think the individual has demonstrated during the review period.
  6. The employee's comments: These should justify their choice for the rating.
  7. This text box is for justifying your choice of competency rating.

Once you have completed all the competencies, you can continue onto the next section by clicking on Continue to Objectives.

• You should now be on the third section titled: Step 3 - Objectives and Reviews this is split into three parts.

The first part is Objectives. In this section, you can edit a employee's old objectives, as well as create new ones. To create an objective, click + Add new objective. You should then get a new modal with the following:

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 the development goal.
2. Objective Heading: is what you wish to name the objective.
3. Objective Start Date: is when you expect the employee to start working on this objective.
4. Objective Target Date: is when you expect the employee to achieve this objective.
5. Objective/Target Detail: use this area to explain how you expect the objective to be achieved.
6. Measured/ Evidenced By: use this area to explain how you will be measuring the achievement of the objective.
7. Status: use this to set the status of the objective. The status can be selected from the dropdown list. 
8. Outcome: use this to show how the objective goal is progressing. The outcome status can be selected from the dropdown list. 
9. Select Progress: using the slider, set the progress percentage of the objective. This is shown as a percentage.
10. A check box is used to show if the objective has been agreed with the employee.
11. The display on the dashboard checkbox is used for displaying key objectives on the employee's 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 the employee has done towards achieving the objective. For example, certificates.
14. Click on Save, once you have completed this. 

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

1. Development Area: is a heading created by the system admins to help categorise goals for reporting purposes, choose the area that you think best suits the development goal.
2. Development Programme: is the programme category you want the development goal to be in.
3. Development Goal Heading: is the title given to the development goal.
4. Development Goal Start Date: is when you expect the employee to start working on the development goal.
5. Development Goal Target Date: is when you expect the employee to complete the development goal.
6. Development goal/Target Detail: this area is for the employee to explain how they wish to complete the development goal.
7. Measured/Evidenced By - This is how the employee will measure and evidence their development goal so they know when the development goal is complete.
8. The status of the Development goal, used for showing you the line manager the status of their Development goal.
9. The outcome is to show if they are on track or not.
10. Progress can also be shown by using the slider, this is shown as a percentage.
11. A text box is used for recording any achievements or comments.
12. A document upload option, this is used for uploading any documents (such as certificates) to show what they have done towards the development goal.
13. Click on Save, once you have completed this. 

The third part is the Summary Questions. This part will compromise of a few questions that have been answered by the employee. As the line manager, you will be able to go through these questions and add any comments you feel is necessary for the user. 

Finally is the employee's Overall Performance Rating. From the dropdown list, select the overall performance rating for the employee. 

Once this section has been completed, click Continue to set Objectives to proceed. 

• The final section of the review gives you a list of all the objectives and development goals and allows you to set new objectives and development goals the exact same way explained in the previous section. Once you are happy with the review, click on the Finalise and return to user button.

That's it you've completed a formal review! The review is now returned to the employee to sign off, marking the end of the review period. 

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