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

Updating Objectives and Reviews


When necessary, you can update the status and details (including ratings and comments) for any employee's objectives and 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 access to the All Employees Performance view is only granted to authorized personnel.

To override review status

  1. From the application-level menu, choose View > Site Map > Performance Management Administration > All Employees Performance.
  2. In the All Employees Performance list, locate the employee whose objective or review status you plan to update, and then drill down on the Last Name hyperlink in the record.
  3. In the Employee list of records, select the review record to be updated.
  4. In the review record change the Objective Status or Review Status as desired, and then click Save.
  5. The following table provides status information associated with objectives.

    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.


 Siebel Employee Relationship Management Administration Guide 
 Published: 18 April 2003