Siebel Performance Management Guide > Setting Up Objectives and Reviews >

Creating Objectives Templates


Objectives Templates allow organizations to create and distribute predefined objectives. Employees whose review definitions include a review component with an objectives template automatically inherit the predefined objectives.

Objectives templates should only be used for Individual Objectives and Shared Objectives review component types.

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

To create an objectives template

  1. Navigate to the Administration - Performance Management screen > Review Configuration view.
  2. From the visibility filters, select Review Components.
  3. In the Review Components list select the review component, and then click the Objectives Templates view tab.

    NOTE:  You should create Objectives templates only for Individual Objectives 1-5 or Shared Objectives 1-5 type review components. Employees can edit Individual Objectives, but they cannot edit Shared Objectives.

  4. In the Objectives Templates list, add a record, and provide a name, description and sequence for the objective.
  5. In the Weight field, enter a value for the objective weight.

    Weights for an objective template with a review component type Shared Objective should always add up to 100 percent.

  6. Repeat Step 4 and Step 5 to add additional objectives to the template.

    The total weight for all objectives must equal 100 percent.

  7. When you have finished defining the objectives template, save the template.
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