Siebel Employee Relationship Management Administration Guide

What's New in This Release

Back to top

Overview of Siebel ERM

Key Features of Siebel ERM

ERM Modules and Options

Content and Information Management and Siebel ERM

Siebel ERM Front Page, MyPage

ERM Briefing Pages

ERM Microsite Pages

Controlling ERM Page Topics with a Tracking Profile

Layout Preferences for ERM Front Page and MyPage

Back to top

Getting Started with Siebel ERM

Administrator Setup Tasks

Configuring Siebel ERM for GUESTERM User

Back to top

Setting Up Employee Directory

Employee Profile Management and Employee Directory

Scenario for Employee Directory

Process of Setting Up Employee Directory

Setting Up the Employee Administrator

Setting Up and Modifying Employee Information

Adding an Employee Picture to a Profile

Employee Locator

Linking ESS Forms, Literature, and Solutions to Employee Directory

Back to top

Setting Up Objectives and Reviews

Scenario for Objectives and Reviews

Process of Setting Up Objectives and Reviews

All-Employee Objective Hierarchy

Publication of Objectives on Microsites

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

Defining Objectives Before the Next Period Begins

Managing and Updating Objectives and Reviews

Unlocking Approved Objectives for Midperiod Updates

Performance Management for Direct Reports

Navigating the Manager's Performance Dashboard

Delegating a Performance Review

Approving and Declining Submitted Performance Reviews

Copying Previous Objectives (End User)

Adding Performance Assessments During the Cycle (End User)

Tracking Progress on Objectives (End User)

Back to top

Setting Up Compensation Planning

Scenario for Compensation Planning

Process of Setting Up Compensation Planning

Creating a Salary Grade

Creating a Salary Plan

Adding a Salary Grade to a Salary Plan

Creating a Job Family

Creating a Job Code

Employee Information Updates for Compensation

Creating Compensation Guidelines

Associating a Compensation Salary Plan and Grade with the Guideline Table

Defining Compensation Guideline Ranges

Defining Compensation Eligibility Rules

Defining the Compensation Plan Rollout

Managing Compensation Budgets

Creating a Compensation Budget and Budget Type

Compensation Budget Expressions

Calculating the Compensation Budget

Locking the Compensation Budget

Adding Employees to the Locked Compensation Budget

Defining Compensation Planning Cycles

Associating a Compensation Component with a Planning Cycle

Generating and Releasing Compensation Plans

Viewing All Compensation Plans

Viewing Employee Compensation History

Navigating the Compensation Planning Screen (Managers)

Selecting the Compensation Plan for Rollout

Defining Compensation Changes for Direct Reports

Adding Justification Comments to the Compensation Plan

Tracking Compensation Plan Recommendations Status

Submitting a Compensation Plan for Approval

Approving and Rejecting a Compensation Plan

Assigning Compensation Support Team Members to Employees

Exchange Rates for Compensation Planning

Back to top

Working with Ratings Distributions

About Ratings Distributions Adjustments

Process of Setting Up and Managing Ratings Distributions

Specifying Review Periods for Ratings Distributions

Compensation and the Ratings Distribution

Performance and Ratings Distribution Timeline

Adjusting and Submitting Team Ratings

Submitting Plans for Ratings Distribution Approval

Ratings Distribution and Plan Approvals

Back to top

Setting Up Competency Management

Assessment of Skills and Achievements for Competency Management

Competencies, Categories and the Skills Hierarchy

Scenario for Competency Management

Process of Setting Up Competency Management

Creating Competency Categories

Creating and Modifying a Skill

Creating Job Profiles

Associating Competencies with a Job Profile

Creating Career Path Options for a Job Profile

Syncing Required Skills for Employee Competency

Back to top

Managing Group News

Scenario for Group News

Process of Managing Group News

Setting Up News Administrators, Authors, and Approvers

Setting Up the Group News Approver Workflow

Creating a Content Path

Creating Stages for a Group News Content Path

Designating Group News Approvers

Setting Up Access to Group News

Managing Versions and Publishing from the All News Stories List

Creating a News Story (End User)

Creating Content for a News Story

Importing a News Story

Previewing a News Story (End User)

Submitting a News Story for Approval (End User)

Approving a News Story (End User)

Back to top

Setting Up Content Services

Scenario for Content Services

Process of Setting Up Content Services

Assignment of News Topic Administrator Responsibilities

Creation of Access Groups for Content News Services

Setting Up Content Services Host and Authentication Credentials

Creating a News Package

Management of News Topics

Creating a News Topic

Editing a News Topic

Deactivating a News Topic

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

Viewing a Tracking Profile Summary for News (End User)

Creating a User-Defined News Topic (End User)

Previewing a News Topic (End User)

Resolving Problems with Content Services

External News and Data Do Not Appear on Home Page

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

Back to top

Setting Up HelpDesk

Siebel HelpDesk and Support Organizations

Siebel HelpDesk Administrator Resources

Siebel Employee Service and ITIL Best Practices

Scenario for Siebel HelpDesk

Process of Setting Up Siebel HelpDesk

Setting Up Siebel HelpDesk Responsibilities

Siebel Knowledge Base Setup for HelpDesk

Working with the HelpDesk Solutions Database

Back to top

Setting Up Employee Self-Service

Scenario for Employee Self-Service

Process of Setting Up Employee Self-Service

Creation of Employee Self-Service Forms

Importing a Preconfigured Employee Self-Service Form

Customizing a Preconfigured Self-Service Form

Designing Employee Self-Service Requestor Forms

Effective Scripting for Employee Self-Service Requestor Forms

Creating an Employee Self-Service Summary Form

Linking Self-Service Forms to the Inbox

Associating ESS Forms with Employee Directory

Releasing and Testing Employee Self-Service Forms

Accessing and Submitting Self-Service Forms

Back to top

Setting Up Siebel Projects for ERM

Project Collaboration Management

Scenario for Siebel Projects

Process of Setting Up Siebel Projects

Project Activity Templates and Activities

Virtual Collaboration and the Project Center

Project Summary and Project Center Pages

Browsing Projects (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)

Back to top

Setting Up an Application Services Interface

Process for Setting Up an Application Services Interface

Configuring Web Services

Activating the Employee ASI Workflow

Synchronizing ERM and Third-Party Employee Data

Back to top

Employee Self-Service Reference

Example eScript for Requestor Form

Example eScript for Summary Form

Back to top

Siebel Employee Relationship Management Administration Guide Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Legal Notices.