Siebel Employee Relationship Management Administration 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
- From the application-level menu, choose Navigate > Site Map > Administration - Performance Management > Review Configuration.
- From the visibility filter, select Review Components.
- In the Review Components list select the review component, and then click the Objectives Templates view tab.
NOTE: Objectives templates should only be created for Individual Objectives 1-5 or Shared Objectives 1-5 type review components. Individual Objectives can be edited by the employee. Shared Objectives are not editable by the employee.
- In the Objectives Templates list, add a new record, and then complete the fields.
The total weight for all objectives must equal 100 percent.
The following table describes the fields in the objectives template record.
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Name |
The name of the objective template. |
Description |
The template description. |
Sequence |
The sequence of the objective. |
Weight |
The weight of the objective. Weights for an objective template with a review component type Shared Objective should always add up to 100 percent. |
- When you have finished defining the objectives template, save the template.
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