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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