Siebel Employee Relationship Management Administration 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, ratings for each objective are multiplied by the objectives' weightings, and then summed to give the overall calculated rating for the review.

For Siebel Competency Management, a rating scale can be defined for a different skill or shared across numerous skills. Ratings are used to define employee skill levels and to determine skill gaps.

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

To define a rating scale

1. From the application-level menu, choose Navigate > Site Map > Administration - Performance Management > Review Configuration.
2. From the visibility filter, select Rating Scales.
3. In the Rating Scales list, add a new record, and then complete the fields.

   The following table describes the fields in the rating scale record.

   Field	Comments
   Name	The name for the rating scale.
   Description	Descriptive text for the rating scale.
   Type	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.
   Active	Automatically populated with a check mark that indicates the rating scale is active.

To create rating values for the rating scale

1. In the Rating Scales list, select the rating scale record.
2. In the Ratings list, add a new record, and then complete the fields.

   Click Query to search for an existing rating record.

   The following table describes the fields in the rating record.

   Field	Comments
   Name	The name of the rating scale.
   Description	Descriptive text for the rating scale.
   Rating	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 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 is important to retain consistency of past reviews on the system that are using that rating scale.