Siebel Employee Relationship Management Administration Guide


How This Guide Is Organized

Additional Resources

Revision History

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Overview of Siebel ERM

Key Features of Siebel ERM

Modules and Options

The Siebel ERM Environment

Siebel eContent Services

Siebel ERM Home Page

ERM Briefing Pages

Account Briefings

Competitor Briefings

Company Briefings

ERM Microsite Pages

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Getting Started with Siebel ERM

Administrator Setup Tasks

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Setting Up Employee Directory

Managing Information with Employee Directory

Business Scenario for Employee Directory

Example Process for Employee Directory

Setting Up the Employee Administrator

Setting Up and Modifying an Employee Profile

Adding an Employee Picture to a Profile

Updating a User Profile (End User)

Finding Employees Using Employee Locator (End User)

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Setting Up Objectives and Reviews

Business Scenario for Objectives and Reviews

Example Process for Objectives and Reviews

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

Publishing Corporate Objectives

Updating Objectives and Reviews

Managing the All-Employee Objective Hierarchy

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Setting Up Competency Management

Using Competencies to Measure Skills and Achievements

Business Scenario for Competency Management

Example Process for Competency Management

Reviewing Skills and Categories

Creating and Modifying a Skill

Creating Categories for Grouped Skills

Creating Job Profiles

Associating a Job Profiles with Competencies

Creating Career Path Options

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Setting Up Compensation Planning

Business Scenario for Compensation Planning

Example Process for Compensation Planning

Creating a Salary Grade

Creating a Salary Plan

Creating a Job Family

Creating a Job Code

Updating Employee Job Information

Establishing Compensation Guidelines

Defining Compensation Eligibility Rules

Defining the Compensation Plan Rollout

Managing Compensation Budgets

Defining Planning Cycles

Generating Compensation Plans

Accessing All Compensation Plans

Viewing Employee Compensation History

Currency Exchange Rates for Compensation Planning

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Setting Up Literature, Links, and Bulletins

Publishing Literature, Links and Bulletins

Example Process for Publishing Links and Bulletins

Publishing Web Clips and Recommended Links

Publishing Bulletins on ERM Home Page

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Managing Group News

Business Scenario for Group News

Example Process for Group News

Setting Up News Administrators, Authors, and Approvers

Setting Up Group News Approver Workflow

Creating a Content Path

Creating Stages for the Group News Content Path

Designating Group News Approvers

Setting Up Access to Group News

Creating a News Story (End User)

Previewing a News Story (End User)

Submitting a News Story for Approval (End User)

Approving a News Story (End User)

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Setting Up eContent Services

Business Scenario for eContent Services

Example Process for eContent Services

Assigning News Topic Administrator Responsibilities

Creating Access Groups for eContent News Services

Setting Up eContent Host and Authentication Credentials

Creating a News Package

Managing News Topics

Retrieving Account and Competitor News for Briefings

Associating Accounts and Competitors with News Topics

Associating Your Company with a News Topic

D& B Account Rationalization Services and News Topics

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Setting Up Siebel HelpDesk

Siebel HelpDesk and Support Organizations

Business Scenario for Siebel Help Desk

Example Process for Siebel HelpDesk

Setting Up Siebel HelpDesk Responsibilities

Setting Up Siebel HelpDesk Entitlements

Managing and Allocating Assets

Setting Up Alerts Online

Creating Siebel HelpDesk FAQs for Solutions Database

Modifying Selectable Responses for Employee Surveys

Siebel HelpDesk Administrator Resources

Automated Diagnostics Setup for Siebel HelpDesk

Automated Desktop Support and Diagnostics

Automated Desktop Support Installation

Configuring Siebel HelpDesk to Use SupportSoft

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Setting Up Employee Self-Service

Business Scenario for Employee Self-Service

Example Process for Employee Self-Service

Creating Employee Self-Service Forms

Importing a Preconfigured Employee Self-Service Form

Customizing a Preconfigured Self-Service Form

Creating an Employee Self-Service Requestor Form

Effective Scripting for Employee Self-Service Requestor Forms

Creating an Employee Self-Service Summary Form

Linking Self-Service Forms to the Approvals Inbox

Releasing and Testing Employee Self-Service Forms

Accessing and Submitting Self-Service Forms (End User)

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Setting Up Unified Approvals Inbox

Unified Approvals Inbox Overview

Business Scenario for Approvals Inbox

Example Process for Approvals Inbox

Creating an Approval Business Process (Workflow)

Creating an Approval Type

Referencing an Approval Type in a Requestor Form

Linking the Approvals Inbox to a Non-ESS Process

Reviewing Submitted Items (End-User)

Approving and Rejecting Submitted Items (End User)

Reviewing Approved Items (End User)

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Setting Up Siebel Projects

Managing Projects Collaborations

Business Scenario for Siebel Projects

Example Process Flow for Siebel Projects

Creating Project Activity Templates and Activities

Virtual Collaboration and the Project Center

Project Summary and Project Center Pages

Browsing Projects Using Explorer (End User)

Creating Projects (End User)

Adding Project Team Members (End User)

Creating a Project Activity Plan (End User)

Adding a Description to the Project Summary (End User)

Updating and Tracking Project Information (End User)

Adding Graphics to Project Summary Pages (End User)

Adding News Content to a Project (End User)

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Setting Up Expenses and Timesheets

Creating Expense Types and Establishments

Mapping Expense Types for Reports

Expense Reports and the Euro

Using a Different Expense Period Type

Setting User Approval Limits for Time and Expense

Creating Time Sheet Work Types

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Configuring Siebel ERM

Configuring Siebel ERM for GUESTRM User

Modifying Siebel ERM Predefined Queries

Establishing D&B User Credentials for ERM

Setting Up Layout Controls for ERM

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Setting Up an Application Services Interface

Example Process Flow for ERM ASI Setup

Configuring Web Services

Activating the Employee ASI Workflow

Synchronizing ERM and Third-Party Employee Data

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Support and Troubleshooting

ERM Troubleshooting Topics

External News and Data Do Not Appear

News Does Not Appear in the Our Company Section

Not Found Error in the Siebel Mobile Web Client

Users Receive Too Much News

Literature and Bulletins Are Out of Date

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Employee Self-Service Reference

Example eScript for Requestor Form

Example eScript for Summary Form

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 Siebel Employee Relationship Management Administration Guide 
 Published: 18 April 2003