Siebel Performance Management Guide > Setting Up Objectives and Reviews >

Creating Objectives Templates

Objectives Templates allow organizations to create and distribute predefined objectives. Employees whose review definitions include a review component with an objectives template automatically inherit the predefined objectives.

Objectives templates should only be used for Individual Objectives and Shared Objectives review component types.

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

To create an objectives template

  1. Navigate to the Administration - Performance Management screen > Review Configuration view.
  2. From the visibility filters, select Review Components.
  3. In the Review Components list select the review component, and then click the Objectives Templates view tab.

    NOTE:  You should create Objectives templates only for Individual Objectives 1-5 or Shared Objectives 1-5 type review components. Employees can edit Individual Objectives, but they cannot edit Shared Objectives.

  4. In the Objectives Templates list, add a record, and provide a name, description and sequence for the objective.
  5. In the Weight field, enter a value for the objective weight.

    Weights for an objective template with a review component type Shared Objective should always add up to 100 percent.

  6. Repeat Step 4 and Step 5 to add additional objectives to the template.

    The total weight for all objectives must equal 100 percent.

  7. When you have finished defining the objectives template, save the template.
Siebel Performance Management Guide