Siebel Performance Management Guide > Setting Up Objectives and Reviews >

Creating Review Definitions

Review Definitions control the format and underlying processes used within objectives and reviews. These processes include the review type, required approval levels, and review components. Review definitions can also be created for specific organizations, divisions, and job families.

CAUTION:  Do not modify or delete a review definition that has been used previously during an objectives and review cycle. Instead, create a new review definition with the desired effective date and inactivate the previous review definition. A review definition should not have more than one component of the same Objective Type.

The selection of review components within a review definition determines the format of the objectives and reviews process. For example, if Individual Objectives, Shared Objectives, and the Training Plan review components are added to a review definition, these components are accessible to employees during the objectives and review process.

The rating scale assigned to an Individual Objectives or Shared Objectives review component determines which rating scale the manager uses when rating the employee's performance in meeting those objectives. By defining the weights of the Individual Objectives and Shared Objectives review components as 75 percent and 25 percent, respectively, the resulting aggregate scores of each component are weighted accordingly when determining the calculated overall rating.

Organizations can control which review definitions are used by different employee subgroups by associating Divisions and Job Families with a review definition. The employee attributes are matched with review definition attributes, as indicated in the following list, to make sure the appropriate review definition is selected for each employee:

• The review definition is matched with the Organization, Division, and Job Family.
• The review definition is matched with the Organization and Division.
• The review definition is matched with the Organization Job Family.
• The review definition is matched with the Organization.

NOTE:  Only the objectives from the review component type Individual Objectives 1 appear within the All Employee Objectives and My Team's Objectives tree views. For employee objectives to appear in these views, you must create an Individual Objectives 1 review component and associate it with the desired review definition.

This task is a step in Process of Setting Up Objectives and Reviews.

To create a review definition

1. Navigate to the Administration - Performance Management screen > Review Configuration view.
2. From the visibility filters, select Review Definitions.
3. In the Review Definitions list, add a review definition, provide a name and a description, and then complete the remaining fields.

   The following table describes some of the fields.

   Field	Comments
   Active	A check mark indicates the review definition is active.
   Effective Date	The start date for the review definition. This is the date on which the review definition becomes active.
   Maximum 360 Evaluators	The maximum number of 360-degree evaluators that can be selected by an employee. If an employee submits a list of 360- degree evaluators exceeding the maximum number, an error message appears.
   Minimum 360 Evaluators	The minimum number of 360-degree evaluators that can be selected by an employee. If an employee submits a list of 360- degree evaluators with fewer than the minimum number, an error message appears.
   Objectives Approval Levels	The level of management approval required for periodic reviews. Options are 0, 1, and 2. These values correspond to the number of managers who must review and approve an employee's periodic review.
   Organization	The organization for which the review definition is defined.
   Period Type	The period type for the review. For example, to create an annual review, set the period type to Year. To create a quarterly review, set the period type to Quarter.
   Review Approval Levels	The level of management approval required for annual reviews. Options are 0, 1, and 2. These values correspond to the number of managers who must review and approve an employee's annual review.
   Review Type	The type of review. For a periodic review, the type must be Periodic Review. For an annual review, the review type must be annual review.
   Sequence	The sequence of the review definition. If more than one review definition with the same Period Type exists for an organization, the review definition with the highest sequence number applies.