Siebel Employee Relationship Management Administration 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. From the application-level menu, choose Navigate > Site Map > Administration - Performance Management.
  2. Select Performance Records Administration
  3. From the visibility filter, select Performance by Period and query for the new objectives period.
  4. Click Create Records.
  5. In the Employees dialog box select the employees for which records will be created, and then click Create Selected Employee Records button.

    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.

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