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Siebel Employee Relationship Management Administration Guide
What's New in This Release
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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
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Getting Started with Siebel ERM
Administrator Setup Tasks
Configuring Siebel ERM for GUESTERM User
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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
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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)
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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
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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
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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
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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)
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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
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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
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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
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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)
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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
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Employee Self-Service Reference
Example eScript for Requestor Form
Example eScript for Summary Form
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