Bookshelf v7.5: Managing Objectives and Reviews by Organization

Managing Objectives and Reviews by Organization

Siebel Objectives and Reviews allows the objectives and review periods to differ by organization. For example, Organization A might have semiannual objectives and reviews and Organization B might have quarterly objectives and reviews.

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.

To manage organizations for Objectives and Reviews

From the application-level menu, choose View > Site Map > Group Administration > Organizations.

In the Organizations list, select the organization to modify.

In the More Info form, click the show more button to expose additional fields.

Complete the fields to configure the organization setting.

The following table describes the fields in the organization record.


Field	Comments
Current Objectives Period	Specify 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	Specify 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	Specify 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	Specify 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.