Siebel Employee Relationship Management Administration Guide > Setting Up Objectives and Reviews >

Managing and Updating Objectives and Reviews

When necessary, you can update the status and details (including ratings and comments) for any employee's objectives and reviews, and view the employee's previous reviews. For example, you can override the status of an employee's review if it was mistakenly submitted.

Because of the sensitivity of employee review data, it is recommended that you only grant access to the All Employees Performance view to authorized personnel.

NOTE:  As a best practice, a review that has already been approved and acknowledged by an employee should not be modified. If a decision is made to remove an employee objective, the administrator can access a specific review record for an employee and delete the period containing the objective from the list. The objectives reappear in the employee record if the employee restarts the review for the period. To make sure the review record does not reappear, the administrator must access the employee record, delete each individual objective, and then delete the review record for that period.

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

To override the review status

1. From the application-level menu, choose Navigate > Site Map > Administration - Performance Management > Performance Records Administration.
2. From the visibility filter, select Performance by Period.
3. In the Period list, select the period, and then in the Employee list, query to locate the employee record.
4. In the employee record, change the value for Objective Status or Review Status as desired, and then save the record.

   The following table describes objective status values.

   Objectives Status	Comments
   Not Started	Objectives have not been started by the employee.
   Employee in Progress	Objectives are being defined by the employee.
   Employee Submitted	Objectives have been submitted by the employee and are waiting for approval.
   Manager Declined	Objectives have been declined by the manager and are accessible to the employee.
   Manager Approved	Objectives have been approved by the manager and are awaiting approval by the next level manager. This status is only valid when the objectives require two levels of manager approval.
   2nd Manager Declined	Objectives have been declined by the next level manager, and are accessible by the manager.
   Completed	Objectives have received the required approvals and are posted to the All Employees Objectives and My Team's Objectives views.
   Not Required	Objectives are not required. Objectives that are not required are counted in the Department Status Report.

   The following table provides status information associated with reviews.

   Review Status	Comments
   Not Started	The employee has not started the self-review.
   Employee in Progress	The employee has begun the self-review.
   Employee Submitted	The employee has submitted the self-review to the manager. The manager is responsible for completing the review.
   Manager in Progress	The manager is in the process of completing the review.
   Manager Declined	The manager has declined the employee's self-review. The self-review is accessible to the employee.
   Manager Approved	The review has been approved the manager and is awaiting approval by the next-level manager. This status is only valid when reviews require two levels of manager approval.
   2nd Manager in Progress	The next-level manager is in the process of completing the review.
   2nd Manager Declined	The next-level manager has declined the review. The review is accessible by the manager.
   2nd Manager Approved	The next level manager has approved the review. The review is ready for release to the employee by the manager.
   Completed	The review has received all necessary approvals and is released to the employee for acknowledgement.
   Acknowledged	The completed review has been acknowledged by the employee.
   Not Required	The review is not required. Reviews that are not required are counted in the Department Status Report.
   Evaluator List in Progress	The employee is in the process of completing the list of 360-degree evaluators.
   Evaluator List Submitted	The list of 360-degree evaluators has been submitted for approval by the employee.
   Evaluator List Approved	The list of 360 degree evaluators has been approved by the manager. Links to the 360-degree evaluation appear on the evaluator's Performance Management Dashboard, and the employee can begin the self-review.
   Evaluator List Declined	The list of 360-degree evaluators has been declined by the manager and is accessible to the employee.
   Pending Distribution Rating	The review is pending distribution approval from management. This status is only available when the administrator defines a rating distribution cycle using the compensation planning tool. For more information, see Working with Ratings Distributions.