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

Delegating a Performance Review


Managers can delegate a performance review and then check the status of each delegated review from the Performance Dashboard. Review managers can only delegate a review to another review manager, and a second-level review manager can only delegate reviews to another second-level review manager.

Managers can preview the status of delegated reviews using the Delegation Indicator on the Performance dashboard.

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

To delegate a review to another manager

  1. From the Performance Management Dashboard, locate the employee in the My Direct Reports list.
  2. In the Employee record, click the link Review Status.

    For example, the column might be labeled Quarterly Review, and the link might reflect the status Employee In Progress.

    The Review page for the employee appears.

  3. From the Review page, click Delegate Review Manager, and from the delegate dialog box, select the manager.

    As the following figure shows, a Review Delegated icon appears next to the Review link in the manager's Performance Management Dashboard.

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