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

Example Process for Objectives and Reviews

The following section describes the process an administrator might follow to set up objectives and reviews. Your company may follow a different process according to its business requirements.

Administrator Procedures

The Siebel administrator requires administrative responsibilities to perform the following Objectives and Reviews tasks:

  1. Define rating scale. The administrator sets up a rating scale to help managers evaluate employee progress on objectives and skills. For more information, see Defining a Rating Scale with Rating Values.
  2. Define review periods. The administrator defines review periods and rollups of periodic reviews. For more information, see Defining Review Periods and Rollups.
  3. Define review components. The administrator defines the components of the review, which may include employee objectives, and skills assessments. For more information, see Defining Review Components.
  4. Create objectives templates. The administrator creates objectives templates, which allow organizations to distribute predefined objectives. For more information, see Creating Objectives Templates.
  5. Define evaluation forms. The administrator defines 360-degree evaluation forms using Siebel SmartScript. For more information, see Defining 360-Degree Evaluation Forms.
  6. Create review definitions. The administrator creates review definitions which include the review type, required approval levels, and review components. For more information, see Creating Review Definitions.
  7. Manage objectives and reviews by organizations. The administrator sets up different objectives and review periods for each organization. For more information, see Managing Objectives and Reviews by Organization.
  8. Publish corporate objectives. The administrator publishes the corporate objectives to the ERM Corporate Objectives view. For more information, see Publishing Corporate Objectives.
  9. Update objectives and reviews. The administrator periodically updates the status and details of an employee's objectives and reviews. For more information, see Updating Objectives and Reviews.
  10. Manage all-employees objectives hierarchy. The administrator structures and manages the objectives hierarchy, which shows the relationship between an employee's position and the parent position. The hierarchy controls the approval routing for objectives and reviews. For more information, see Managing the All-Employee Objective Hierarchy.

 Siebel Employee Relationship Management Administration Guide 
 Published: 18 April 2003