Siebel Employee Relationship Management Administration Guide > Setting Up Objectives and Reviews >

Managing Objectives and Reviews by Organization

Siebel Objectives and Reviews module defines the objectives and reviews period at the organization level. Each organization can have different review definitions assigned to it, but the organization must use the same period type.

By managing attributes at the organization level, you can control which objectives and reviews appear on the Performance Management Dashboard, All Employee Objectives, and My Team's Objectives views. In addition, you can also control the availability of the annual review by organization from the Performance Management Dashboard.

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

To manage organizations for Objectives and Reviews

1. From the application-level menu, choose Navigate > Site Map > Administration - Group > Organizations.
2. Click on the parent object in the Explorer to show suborganizations and then, in the Organizations list, select the organization.
3. In the Organization Entry form, complete the fields to configure the organization setting.

   The following table describes the fields in the organization record.

   Field	Comments
   Current Objectives Period	The name of the current objectives period. This name identifies which objectives period appears in the Performance Management Dashboard, All Employees Objectives and My Team's Objectives views. This value should match a value in the Name field in the Review Period Administration view.
   Current Review Period	The name of the review period. This name identifies which review period appears in the Performance Management Dashboard. This value should match the Name field value in the Review Period Administration view.
   Annual Review Start Offset	The number of days before an employee's Next Annual Review that the annual review link is active in the Performance Management Dashboard. A value of -N specifies that the annual review link is active N days before the employee's next annual review date.
   Annual Review End Offset	The number of days before an employee's Next Annual Review that the annual review link on the Performance Management Dashboard remains active. A value of +N specifies that the annual review link remains active N days after the employee's next annual review date. The annual review offset allows organizations to perform annual reviews on the anniversary date of the employee's last annual review date. Some organizations may choose to perform the annual review on the same date for all employees. In this case, the value in the Next Annual Review date field must be the same for each employee in the organization.