Siebel Performance Management Guide > Setting Up Objectives and Reviews >

Defining a Rating Scale with Rating Values

When completing periodic and annual reviews, managers rate employees on individual objectives, shared objectives, and skills. To support this process, one or more rating scales are designed and administered within the application.

You can create multiple rating scales for use with different review definitions, and you can define different review components within a review definition. During a performance review, Siebel Objectives and Reviews takes the ratings for each objective multiplies them by the objectives' weightings, and then sums these to give the overall calculated rating for the review.

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

To define a rating scale

  1. Navigate to the > Administration - Performance Management screen > Review Configuration view.
  2. From the visibility filters, choose Rating Scales.
  3. In the Rating Scales list, add a rating scale record, provide a name, and then complete the remaining fields.

    The following table describes some of the fields.



    The type of rating scale. Options are Performance Management, which is used for rating performance on objectives, and Competency Management, which is used for competencies and skills levels.


    Automatically populated with a check mark that indicates the rating scale is active or inactive.

To create rating values for the rating scale

  1. In the Rating Scales list, select the rating scale.
  2. In the Ratings list, add a rating, and provide a name and description.

    NOTE:  Query to search for an existing rating record.

    The following table describes the fields in the rating record.

  3. In the Rating field, enter a whole number value for the rating.

    For example, the rating Did Not Meet Objective (0%) might have a rating of 1, and the rating Substantially Exceeded Objective (110%+) might have a value of 5.

Repeat this procedure to add ratings and values to create a range for the rating scale.

CAUTION:  Do not delete a rating scale. If you no longer need the rating scale, make it inactive by changing the active flag for that rating scale. This precaution retains the consistency of past reviews on the system that are using that rating scale.

Siebel Performance Management Guide