A quick guide to adding an objective

• Login to your Immerse Works account.
• Click on the Performance icon at the top of the page.
• Once on the Performance dashboard, click on Objectives.
• This then shows you all of your current objectives, you can view both active and archived objectives here. To add a new objective, click on the + Add Objective button in the top-right of the page. 
• This will display a modal window. Complete the form and click Save. 

A more in-depth guide on how to add a new objective

• 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 objectives, click on the Performance icon at the top of the page.

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

• The Objectives page will show you a list of all your active and archived objectives. You can edit current objectives, as well as create new ones. To create an objective, click the + Add Objective button in the top-right of the page. 

• You will now 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.

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

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