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Siebel Employee Relationship Management Administration Guide > Setting Up Objectives and Reviews >
Defining Review Periods and Rollups
Siebel Objectives and Reviews allows organizations to conduct annual reviews that include components such as shared objectives (for example, the organization's core values), skills assessments, 360-degree evaluations, and rollups of periodic reviews.
Periodic reviews are used to evaluate the performance of each employee multiple times during the year. A typical periodic review cycle is assessment conducted on a quarterly basis.
If a review period definition include a rollup of periodic reviews, the rollup period type for the review period record must be defined.
For example, if previous quarterly reviews are rolled up into an annual review, the Rollup Period Type for the Year period record is defined as Quarter. Then the annual review ratings for the defined period include a rollup (the average) of the overall ratings from any completed quarterly reviews falling within the annual period.
NOTE: Review Periods and period units are defined using the Applications Administration screen. For more information, see Applications Administration Guide.
To change the rollup period type of a review period
- From the application-level menu, choose View > Site Map > Performance Management Administration > Review Periods.
- In the Review Periods list, select the record you want to edit, and then choose a value in the Rollup Period Type field.
The following table describes the fields in the review period record.
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Siebel Employee Relationship Management Administration Guide Published: 18 April 2003 |