Siebel Performance Management Guide > Setting Up Objectives and Reviews >

Defining Objectives Before the Next Period Begins

Before you can change the performance period, you must create objective records in the database for the next performance cycle. This task is typically performed as your organization begins reviews of current performance and before employees define new objectives.

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

Related Topic

Managing Objectives and Reviews by Organization

To create records for the new objective period

  1. Navigate to the Administration - Performance Management screen > Performance Records Administration view.
  2. From the visibility filters, select Performance by Period and query for the objectives period.
  3. Click Create Records.
  4. Select the employees for whom you want to create records, and then click Create Selected Employee Records.

    You can click Create All Employee Records to create records for all employees in the system. Applicable employee records for the period appear in the Employee list.

NOTE:  A review definition must exist that matches the employee for which you are creating records. If there is no review definition that applies to an employee, the system returns an error, canceling the Create Records process.

Siebel Performance Management Guide