Siebel Performance Management Guide
What's New in This Release
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Getting Started
Administrator Setup Tasks
Configuring Performance Management for a GUESTERM User
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Setting Up Objectives and Reviews
Scenario for Objectives and Reviews
Process of Setting Up Objectives and Reviews
Employee Objective Hierarchy
Publication of Objectives on Microsites
Defining a Rating Scale with Rating Values
Defining Review Periods and Rollups
Defining Review Components
Creating Objectives Templates
Defining 360-Degree Evaluation Forms
Creating Review Definitions
Managing Objectives and Reviews by Organization
Defining Objectives Before the Next Period Begins
Managing and Updating Objectives and Reviews
Unlocking Approved Objectives for Midperiod Updates
Performance Management for Direct Reports
Navigating the Manager's Performance Dashboard
Delegating a Performance Review
Approving and Declining Submitted Performance Reviews
Copying Previous Objectives (End User)
Adding Performance Assessments During the Cycle (End User)
Tracking Progress on Objectives (End User)
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Working with Ratings Distributions
About Ratings Distribution Adjustments
Process of Working with Ratings Distributions
Specifying Review Periods for Ratings Distributions
Compensation and the Ratings Distribution
Performance Reviews and Example Ratings Distribution Timeline
Adjusting and Submitting Team Ratings
Rolling Up and Rolling Down Compensation Plans
Submitting Compensation Plans for Ratings Distribution Approval
Ratings Distribution and Plan Approvals
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Setting Up Competency Management
Assessment of Skills and Achievements for Competency Management
Employee Information Management and Competencies
Competencies, Categories, and the Skills Hierarchy
Scenario for Competency Management
Process of Setting Up Competency Management
Creating a Ratings Scale for Competency Skills
Creating Skills and Assigning a Rating Scale
Creating Job Profiles
Associating Competencies with a Job Profile
Creating Career Path Options for a Job Profile
Syncing Required Skills for Employee Competency
About Competencies and Assignment Manager
Integrating the Competency Management System with Assignment Manager
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Setting Up Compensation Planning
Scenario for Compensation Planning
Process of Setting Up Compensation Planning
Creating a Salary Grade
Creating a Salary Plan
Adding a Salary Grade to a Salary Plan
Creating a Job Family
Creating a Job Code
Employee Information Updates for Compensation
Creating Compensation Guidelines
Associating a Compensation Salary Plan and Grade with the Guideline Table
Defining Compensation Guideline Ranges
Defining Compensation Eligibility Rules
Defining the Compensation Plan Rollout
Managing Compensation Budgets
Creating a Compensation Budget and Budget Type
Compensation Budget Expressions
Calculating the Compensation Budget
Locking the Compensation Budget
Adding Employees to the Locked Compensation Budget
Defining Compensation Planning Cycles
Associating a Compensation Component with a Planning Cycle
Generating and Releasing Compensation Plans
Viewing All Compensation Plans
Viewing Employee Compensation History
Navigating the Compensation Planning Screen (Managers)
Selecting the Compensation Plan for Rollout
Defining Compensation Changes for Direct Reports
Adding Justification Comments to the Compensation Plan
Tracking Compensation Plan Recommendations Status
Submitting a Compensation Plan for Approval
Approving and Rejecting a Compensation Plan
Assigning Compensation Support Team Members to Employees
Exchange Rates for Compensation Planning
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Setting Up and Administering Performance Scorecard
Process of Setting Up Performance Scorecard
Enabling Component Groups for Performance Scorecard
Setting the File System Parameter During Analytics Server Setup
Preserving Analytics Web Catalogs
Activating Workflows to Request Scorecard KPI Values
Configuring Web Services for KPI Analytics Load
Setting Up Symbolic URL for KPI Views
Configuring Server Parameters for ERMAdmin Object Manager
Scheduling a Repeating Server Job for KPIs
Configuring the Performance Scorecard Dashboard
Configuring the Root Path for KPIs in Siebel Analytics Data Load Catalog
KPIs and Scorecard Administration
Performance Scorecard Components
Performance Scorecard Administration Concepts
Working with the KPI Administration Screen
Process of Administering and Using KPIs and Performance Scorecard
Specifying a Different Analytics Server for KPI Value Calculation
Creating List Subject Areas and Setting Responsibilities for Analytics KPIs
Creating a KPI Request in Siebel Analytics
Defining a Global KPI Request
Creating an Employee-Specific KPI Request
Defining Key Performance Indicators, Update Methods and Access Groups
Creating a KPI Definition
Selecting KPI Access Groups
Adding Employees for an Employee-Specific KPI
Working with Objectives, KPIs and Scorecard (End User)
Selecting a KPI for an Objective
Adding Attributes to Key Performance Indicators
Reviewing the Objectives Scorecard
Reviewing an Employee's Performance Against KPIs
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Performance Scorecard Reference
About the Analytics Data Loader Process
Performance Scorecard End User Process Flows
Process for Refreshing a KPI
Process for Selecting a KPI from the Siebel Analytics Catalog
Process for Selecting a KPI in Objectives and Reviews
Process for Synchronizing KPIs
Process for Tracking KPIs
Process for Manual Refresh of KPIs
Performance Scorecard Usability Solutions
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