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Symbols
.swe:layout tag, about usage, and attributes 1
.swt (Siebel Web Template Files), location of 1
Numerics
404 Not Found error, about and resolving 1
A
access groups, creating eContent News Services for 1
account and competitor news, retrieving for briefings
about and using D-U-N-S numbers 1
linking topics using the Accounts Topic Manager screen, about and diagram 1
multiple accounts, about associating and example 1
Account Briefings
Account Briefings, about and accessing 1
external data sections 1
Siebel data sections (table) 1
account topics, about using D-U-N-S numbers 1
accounts and competitors, associating with news topics 1
Accounts Topic Manager screen, about using to link topics (diagram) 1
activity plan, creating with activities 1
activity template, creating for projects 1
administering Employee Portal
bulletins, publishing 1
literature, about publishing 1
literature, workflow process example 1
Web clips and recommended links, about publishing 1
administrator
activity templates, about 1
Web pages, types available 1
alerting users, using bulletins 1
Alerts Online
email notification and email response 1
subsystem, adding to Alerts Online 1
system, adding to 1
All Accounts view, description of 1
All Compensation Plans view, accessing 1
Analyst Report, about 1
applet controls, about and list of 1
Application Services Interface (ASI), setting up
about and HRMS applications 1
third-party applications, synchronizing employee data with 1
Web services, configuring for an employee 1
workflow example 1
workflow for an employee, activating 1
applications, using DNA Editor to create and edit scripts 1
approval type
creating 1
requestor form, referencing in 1
approvers
content path, changing approver associated with 1
group news approvers, designating 1
group news, setting up for 1
architecture (diagram), Siebel Employee Portal 1
assets
assets online, adding products to 1
employee, adding to an asset 1
new assets, adding 1
assigning service requests, about using Siebel Assignment Manager 1
Assignment Manager, about using Siebel Assignment Manager 1
attachments, automatic creation of 1
audience for guide 1
authentication credentials, setting up 1
authors
group news, setting up for 1
news story, creating 1
preconfigured group news responsibilities 1
Automated Desktop Support
command-line parameters, about 1
ContextResponse Technology, about 1
installation instructions, about 1
launch control parameters, about 1
SupportTriggers, about generating 1
Windows NT and 2000, automated desktop repair or 1
Automated Desktop Support and Diagnostics products
default vault, about using and location of 1
MTS errors, about 1
Nexus Server, about support of 1
Automated Diagnostics, setting up
about 1
default reports, set of 1
diagnostic information definition extension, about 1
foundry implementation 1
foundry synchronization, about 1
Script Center editor, about 1
Support Center installation, about 1
B
branching logic
about 1
employee self-service example (diagram) 1
Briefing Pages
Account Briefings, description of 1
Briefing Pages, about 1
Company Briefings, about and external data sections (table) 1
Competitor Briefings, description of 1
described 1
budgets
budget types, creating for the budget 1
compensation budget expressions, defining 1
compensation budget, calculating 1
compensation budget, creating 1
compensation budget, locking 1
employee, adding to a budget 1
building, about protection-building process 1
bulletins
bulletins, about and the ERM home page 1
publishing 1
troubleshooting out of data bulletins 1
C
Career Management competency, about 1
career path options, creating 1
category
child category, creating 1
deactivating a category 1
editing a skill 1
FAQs, adding to a Siebel ERM Category 1
new category, creating 1
resolution, adding to a category 1
CD vault, about 1
child category, creating 1
command-line parameters, about 1
Company Briefings
about and using 1
external data sections 1
company database, using Employee Portal to access 1
company search, performing queries 1
company, associating with a news topic 1
Compensation and Rewards competency, about 1
compensation planning, setting up
about 1
budget types, creating for the budget 1
business scenario 1
compensation budget expressions, defining 1
compensation budget, calculating 1
compensation budget, creating 1
compensation budget, locking 1
compensation eligibility rules, creating 1
compensation guideline ranges, setting 1
compensation guidelines, creating 1
compensation plan rollout, about business unit diagram 1
compensation plan rollout, defining (procedure) 1
compensation plan, caution about running locked planning cycle 1
compensation planning, about currency exchange rates for 1
compensation plans, accessing 1
compensation plans, generating 1
compensation plans, releasing 1
employee compensation history, viewing 1
employee job information, updating 1
employee, adding to a budget 1
job code, creating 1
job family, creating 1
planning cycles, associating a compensation type with 1
salary grade, creating 1
salary information, associating with compensation guidelines 1
salary plan, adding salary grade to 1
salary plan, creating 1
workflow example 1
Competency Administration Category list, about using to classify skills 1
Competency Administration screen, Skills Hierarchy example (diagram) 1
competency management, setting up
business scenario 1
career path options, creating 1
category for grouped skills, creating 1
competencies, about and list of 1
Competency Administration screen, Skills Hierarchy example (diagram) 1
job profile, associating with a competency 1
job profiles, creating 1
job profiles, defined and about using 1
rating scale, about defining 1
skill, creating (procedure) 1
skill, deactivating 1
skill, defined and example 1
skill, editing 1
skills library, accessing 1
workflow example 1
Competitor Briefings
about and screen example 1
external data sections (table) 1
Siebel data sections (table) 1
config.cfg file
about and location 1
managing and editing 1
configuring Siebel ERM
D&B user credentials, establishing 1
GUESTERM user, setting up 1
layout controls, setting up, swe:layout tag and applet controls 1
predefined query, modifying 1
Siebel ERM predefined queries, about and table of 1
content path
about and creating 1
approver, changing approver associated with 1
stages, creating for 1
Context Profiles, about 1
ContextResponse Technology, about 1
contract access, accessing D&B business and credit reports 1
corporate objectives, about publishing 1
credentials competencies, about 1
credit card access, access to D&B business and credit reports 1
currency exchange
budgets, and 1
compensation planning, rates for 1
D
D&B Account Rationalization Services, about and news topics 1
D&B user credentials, establishing
about and options 1
D&B link, activating 1
D&B report Web site, allowing contract access to 1
Daily Calendar, about 1
data
CD vault, using to minimize data storage 1
troubleshooting, does not appear 1
dedicated client, about running budget calculation process 1
deleting
news topics from Project Summary page 1
project 1
diagnostic definition, about extending 1
Distance Learning module, about 1
DNA Editor, about and using 1
driver protection, strategies for managing 1
D-U-N-S numbers, about and using for account topics 1
E
eAdvisor, about 1
eAI, about using to import job profiles 1
eContent Host and authentication credentials, setting 1
eContent Services, setting up
about 1
access groups, about creating for eContent news services 1
account and competitor news, retrieving for briefings 1
accounts and competitors, associating with news topics 1
business scenario 1
Company Search form, about accessing from 1
company, associating with a news topic 1
D&B Account Rationalization Services, about and news topics 1
eContent Host and authentication credentials, setting up 1
New Topic types (table) 1
new topic, creating a news topic 1
News Package, creating 1
news topic administrator responsibilities, about assigning 1
news topic, editing a news topic 1
news topic, inactivating a news topics 1
verifying connectivity, verifying 1
workflow process example 1
eEvents Management, about 1
eligibility rules, creating 1
email notification for alerts and email response 1
employee administrator, setting up 1
employee data, synchronizing with a third-party application 1
Employee Locator
about and types of search information 1
locating employees, about using 1
employee objectives, about appearing in All Employee Objective and My Team's Objectives 1
employee picture
employee, associating image with 1
profile, adding to 1
employee profile
about and types of information included in 1
modifying an employee profile 1
picture, adding to profile 1
picture, associating with an employee 1
updating profile 1
employee satisfaction survey
modifying (procedure) 1
setting up 1
employee self-service forms
accessing 1
approving or rejecting 1
creating 1
releasing and testing 1
employee self-service requestor form
about creating 1
creating for a requestor 1
duplicate record creating, preventing 1
effective scripting 1
field in a form, populating 1
field read-only, making 1
employee self-service summary form, creating
See also Creating an Employee Self-Service Summary Form
about 1
field values, importing 1
summary form for an approver, creating 1
Unified Approvals Inbox, linking self-service forms to 1
employee self-service, setting up
See also Creating an Employee Self-Service Summary Form
about 1
business scenario 1
employee self-service attributes 1
preconfigured employee self-service form, customizing 1
preconfigured employee self-service form, importing 1
saved form, accessing 1
submitted form, accessing 1
Unified Approvals Inbox, linking self-service forms to 1
workflow example 1
employees
asset, adding employee to 1
budget, adding employee to 1
compensation planning history, viewing 1
entitlements, adding employee to 1
job information, updating 1
entitlements, adding employee to 1
escalation and notification engine, about using 1
eScript
requestor form, example 1
summary form, example 1
establishments
List of Values Explorer view, adding to 1
new establishment, creating 1
eTraining, about 1
Euro, exchange rate behavior for expense reports (table) 1
evaluation forms, defining 1
exchange rates, about currency exchange rates for compensation planning 1
EXP_ITEM_CAT, about report categories 1
EXP_ITEM_ESTAB, about 1
EXP_ITEM_SUMCAT, about summary categories 1
EXP_ITEM_TYPE, child of EXP_ITEM_ESTAB 1
expense reports
approval limits, setting 1
exchange rate behavior (table) 1
expense period type, using a different type 1
expense types
new expense type, creating 1
note, about mapping to report to use 1
report categories 1
reports, mapping to 1
summary categories, about 1
expenses and timesheets, setting up
establishments, adding to the List of Values Explorer view 1
expense period type, using a different type 1
expense report approval limits, setting 1
expense reports and the Euro, expense rate behavior (table) 1
expense type reports and summary categories, specifying 1
new establishment, creating 1
new expense type, creating 1
new expense type, note about mapping to a report to use 1
time sheet hours, setting approval limits 1
time sheet work types, creating 1
experience competencies, about 1
external data sections
Account Briefings sections displaying external data (table) 1
Company Briefing sections displaying eContent data (table) 1
Competitor Briefings sections displaying external data (table) 1
F
FAQs
creating FAQs 1
resolution, adding to a category 1
resolution, adding to the Siebel HelpDesk 1
resolution, defined and about creating 1
Siebel ERM Category, adding FAQ to 1
Feature Articles news story format, about 1
find, using Employee Locator to locate employees 1
foundry implementation, about 1
foundry synchronization, about 1
G
graphic, adding project graphic to Project Summary pages 1
GUESTERM user, setting up 1
guide
audience for 1
organization of 1
resources, additional 1
H
Healing Console, ways to deploy 1
help desk, setting up
about help desk 1
about Siebel HelpDesk and support organizations 1
Alerts Online, adding a subsystems to 1
Alerts Online, adding a system to 1
asset, adding to an employee 1
automated diagnostics, setting up 1
business scenario 1
employee satisfaction survey, modifying 1
employee satisfaction survey, setting up 1
entitlements, adding an employee to 1
FAQs, adding to a Siebel ERM category 1
FAQs, creating 1
help desk administrator resources 1
help desk agent and user responsibilities (table) 1
new asset, adding 1
products, adding to assets online 1
resolution, adding to a category 1
resolution, adding to Siebel HelpDesk 1
resolution, defined and about creating 1
Siebel HelpDesk agent, setting up (procedure) 1
SupportSoft, configuring to use 1
workflow example 1
HIS argument value, changing to limit the amount of news 1
home page
See also Siebel ERM Home Page
described 1
information displayed and screen example 1
HTML editor toolbar, about using to edit project descriptions 1
hyperlinks, about recommended links 1
I
importing
job profiles, about using eAI to import 1
news story 1
preconfigured employee self-service form 1
Individual Objectives, about using to create a review definition 1
Issue Creation Report, about 1
J
Java scripts, about using Script Center to edit 1
job
code, creating a job code 1
employee job information, updating 1
family, creating a job family 1
job profiles
career path option, creating 1
competency, associating with 1
creating job profiles 1
defined and about using 1
L
layout controls, setting up
applet controls 1
swe:layout tag. about, usage, and attributes 1
links
recommended links, about publishing 1
recommended, about 1
List of Values Explorer view, adding establishments to 1
literature
literature, about publishing 1
out of data, troubleshooting 1
recommended links, and 1
workflow process example 1
literature file, adding picture to employee profile 1
local vault, using CD vault to minimize data storage 1
locked budgets
about and locking procedure 1
caution, about running planning cycle 1
M
MAX argument, about using to limit the amount of news 1
mobile Web client
404 Not Fount error, about and resolving 1
running budget calculation process, about 1
modules, list of 1
MTS errors, about recreating the Support Automation MTS Package 1
My Accounts view, description of 1
My News news story format, about 1
My Team's Accounts view, description of 1
N
news administrator
group news approver workflow, setting up 1
group news, setting up for 1
News Archive news story format, about 1
News Package, creating 1
news story
See also Approving a News Story (End User)
access to, setting up 1
approving a news story 1
creating news story content 1
importing a news story 1
previewing a news story 1
submitting for approval 1
news story, creating
See also Creating a News Story (End User)
approving a news story 1
creating a news story 1
previewing a news story 1
publishing formats 1
submitting news story for approval 1
news topic administrator responsibilities, about assigning 1
news topics
See also Associating Your Company with a News Topic
company, associating with a news topic 1
creating a news topic 1
creating or changing a topic association 1
D&B Account Rationalization Services, about and news topics 1
editing a news topic 1
inactivating a news topic 1
Our Company section, news does not appear 1
project, adding to 1
removing from Project Summary page 1
troubleshooting, external news does not appear 1
users receive too much news, about and resolving 1
news, managing group news
See also Creating a News Story (End User)
approver, changing associated with a content path 1
business scenario 1
Content Path, about and creating 1
Content Path, creating stages for 1
group news approver workflow, setting up 1
group news approvers, designating 1
group news, setting administrator, author, or approver for 1
group news, setting up access to 1
news story, approving 1
news story, previewing 1
news story, submitting for approval 1
workflow process example 1
Nexus Server
about support of 1
registration 1
O
objective templates, creating 1
objectives and reviews, setting up
about objectives and reviews 1
all-employee objective hierarchy, managing 1
business scenarios 1
corporate objective, about publishing 1
display transactions, defining 1
evaluation forms, defining 1
objective templates, creating 1
organizations, managing objectives and reviews 1
rating scale, about defining with values 1
rating scale, defining (procedure) 1
rating values, creating for the rating scale 1
review components, about defining 1
review components, creating (procedure) 1
review definitions, about and caution 1
review definitions, creating (procedure) 1 , 2
review period, changing rollup period type for 1
review periods and rollups, about defining and example 1
review status, overriding 1
workflow process example 1
organization of guide 1
Organizational Planning / Strategic Headcount Management competency, about 1
organizations
objectives and reviews, managing 1
review definitions, controlling which are used 1
Our Company section, news does not appear 1
P
page layout, about 1
Performance Management competency, about 1
Period Type Weekly expense type, places used in the repository 1
plan rollout
defined 1
defining compensation plan rollout 1
planning cycle, associating compensation type with a planning cycle 1
portal pages
described 1
topic, associating with a company 1
preconfigured employee self-service form
customizing 1
importing 1
predefined queries (PDQs)
about modifying and table of 1
ERM predefined queries, table of 1
modifying (procedure) 1
predefined queries, table of 1
primary position, note about employees and unique primary position 1
products, adding to assets online 1
project activity template, creating activities for the template 1
Project Center
Siebel Project home page, about 1
virtual collaboration, and 1
Project Explorer, using to browse projects 1
project graphic, adding to Project Summary pages 1
Project home page, about 1
project information, adding or viewing 1
project members, adding 1
Project Summary page
See also Project Summary and Project Center Pages
about 1
project descriptions, adding 1
project descriptions, locations where they appear 1
project graphic, adding 1
removing news topics 1
projects
news topic, adding to project 1
protection-building process, about 1
publishing
bulletins 1
Web clips and recommend links, adding 1
R
rating scale
rating values, creating for the rating scale 1
values, about defining with 1
values, defining with (procedure) 1
recommended links
about 1
publishing, about 1
registry setting, copying 1
reports
Automated Diagnostics, set of default reports 1
expense types, mapping to reports 1
requestor form
approval type, referencing in a requestor form 1
eScript example 1
resolution
adding to Siebel HelpDesk 1
category, adding to 1
defined and about creating 1
resources, additional 1
responsibilities, giving users access to views 1
review component display names, translating 1
review components, defining
about 1
creating (procedure) 1
display transactions, defining 1
review definitions
about and caution 1
creating (procedure) 1
organizations, controlling which review definitions are used 1
review periods
about and example 1
rollup period type, changing of review period 1
review status, overriding 1
rollups
about defining and example 1
rollup period type, changing of review period 1
S
salary grade
creating a salary grade 1
salary plan, adding to salary grade 1
salary information, associating with compensation guidelines 1
salary plan
creating a salary plan 1
salary grade, adding to salary plan 1
salary range, about modifying an existing range 1
Scorecard Metrics Report, about 1
Script Center editor, about 1
scripts
DNA Editor, using to edit scripts 1
eScript for requestor form, example 1
eScript for summary form, example 1
search specification, defined 1
searching
Company Briefings, performing queries for 1
Employee Locator, about using to locate employees 1
News Topics types (table) 1
Siebel Search, about and searching techniques (table) 1
Web Search applet, about 1
server configuration, verifying 1
setup tasks, administrative tasks (table) 1
Shared Objectives, about using to create a review definition 1
Siebel Calendar, about 1
Siebel Company Vocabulary, about and accessing 1
Siebel data sections
Account Briefings sections displaying Siebel data (table) 1
Competitor Briefings section displaying Siebel data (table) 1
Siebel Distance Learning module, about 1
Siebel eAdvisor, about 1
Siebel eEvents Management, about 1
Siebel Employee Directory, setting up
business scenario 1
employee administrator, setting up 1
Employee Locator, about and types of search information 1
employee picture, adding to a profile 1
employee profile, about and types of information 1
employee profile, modifying 1
employee profile, updating profile 1
picture, associating with an employee 1
views, managing employee-related information 1
workflow process example 1
Siebel Employee Directory, setting views available (table) 1
Siebel Encyclopedia, about 1
Siebel eTraining, about 1
Siebel HelpDesk
See also Setting Up Siebel HelpDesk
preconfigured responsibilities (table) 1
Siebel HelpDesk agent, setting up (procedure) 1
SupportSoft, configuring to use 1
Siebel Performance Management, about using 1
Siebel Project home page
about 1
Project Center, and virtual collaboration 1
Siebel Projects, setting up
See also Setting Up Siebel Projects
about 1
activities, creating for project activity template 1
activity plan, creating with activities 1
activity template, creating for projects 1
business scenario 1
new projects, creating 1
news topic, adding to a project 1
news topics, removing from Project Summary page 1
Project home page, about 1
project information, adding or viewing 1
project members, adding 1
project, deleting 1
projects, browsing using the Project explorer 1
virtual collaboration and the Project Center 1
workflow example 1
Siebel Search, about and searching techniques (table) 1
Siebel SmartScript, about and troubleshooting processes 1
Siebel Technical Support, gathering information for 1
Siebel Universal Queuing, about 1
Siebel Web Template Files (.swt), location of 1
single service-level agreement (SLA), about using Siebel HelpDesk to track problems 1
skills
competencies, about 1
creating (procedure) 1
deactivating a skill 1
defined and example 1
editing a skill 1
library, accessing 1
Smart Answer, about and implementation considerations 1
SmartIssues Technology, about 1
SmartResult System, about 1
solutions database, creating FAQs 1
summary form, eScript example 1
Support Automation MTS Package, about recreating for MTS errors 1
Support Center installation, about 1
SupportActions Report, about 1
SupportTriggers
about 1
about generating 1
surveys
employee satisfaction survey, modifying 1
employee satisfaction survey, setting up 1
.swe:layout tag, about usage, and attributes 1
.swt files, location of 1
Symbolic URL HIST argument, about using to limit the amount of news 1
Symbolic URL MAX, about using to limit the amount of news 1
Synchronize All, about when to choose 1
T
Team Competency Planning competency, about 1
technical support, gathering information for 1
templates
activity template, creating for projects 1
administrator activity templates, about 1
objective templates, creating 1
project activity template, creating activities for 1
TgSrvc, about Siebel Automated Desktop Support Repair Service for Windows 1
third-party applications, synchronizing with employee data 1
time sheets
hours approval limits, setting 1
work types, creating 1
Today's Headlines news story format, about 1
Top Story news story format, about 1
topic association, creating or changing 1
Tracked Accounts view, description of 1
tracking profile
about and examples 1
sections controlled by 1
Training and Development competency, about 1
troubleshooting 1
404 Not Found error, about and resolving 1
external news and data does not appear 1
literature and bulletins are out of data 1
processes and Siebel SmartScript 1
users receive too much news, about and resolving 1
U
Unified Approvals Inbox, setting up
approval business process (workflow), creating 1
approval type, creating 1
business scenario 1
employee self-service form, approving or rejecting 1
overview 1
previously approved items, reviewing 1
requestor form, referencing an approval type in 1
submitted form, reviewing 1
workflow example 1
universal queuing, about 1
User Report, about 1
user tracking profiles
about and examples 1
sections controlled by 1
V
views
access, about giving 1
Employee Portal Account Views 1
virtual collaboration
guidelines for setting up 1
Project Center, and 1
Visual Basic, about using Script Center to edit 1
W
Web clips
about 1
Web clips and links, about publishing 1
Web connection, verifying and credentials 1
Web pages, types of 1
Web Search, about 1
Web services, configuring for an employee 1
Windows. automated desktop support repair for 1
work types, creating 1
Workforce Analytics, about 1
| Bookshelf Home | Contents | Index | Search | PDF | |
Siebel Employee Relationship Management Administration Guide Published: 18 April 2003 |