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

Process of Setting Up Objectives and Reviews

The following lists show the procedures that an administrator might follow to set up objectives and reviews and users might perform to work with objectives and reviews. Your company may follow a different process according to its business requirements.

Administrator Procedures

To set up objectives and reviews:

Review the following topics:

• All-Employee Objective Hierarchy
• Publication of Objectives on Microsites

Perform the procedures in the following list:

• Defining a Rating Scale with Rating Values
• Defining Review Periods and Rollups
• Defining Review Components
• Creating Objectives Templates
• Defining 360-Degree Evaluation Forms
• Creating Review Definitions
• Managing Objectives and Reviews by Organization
• Defining Objectives Before the Next Period Begins
• Managing and Updating Objectives and Reviews
• Unlocking Approved Objectives for Midperiod Updates

Manager Procedures

To manage objectives and reviews:

Review the following topics:

• Performance Management for Direct Reports
• Navigating the Manager's Performance Dashboard

Perform the procedures in the following list:

• Delegating a Performance Review
• Approving and Declining Submitted Performance Reviews

End-User Procedures

To use objectives and reviews, perform the following procedures:

1. Copying Previous Objectives (End User)
2. Adding Performance Assessments During the Cycle (End User)
3. Tracking Progress on Objectives (End User)