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.

To define a rating scale

  1. From the application-level menu, choose View > Site Map > Performance Management Administration > Rating Scales.
  2. In the Rating Scales list, add a new record, and then complete the fields.

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

    Field
    Comments
    Name
    Enter a name for the rating scale.
    Description
    Enter descriptive text for the rating scale.
    Type
    Select 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.

    3. TIP:  Click Query to search for an existing rating record.

    The following table describes the fields in the rating record.

    Field
    Comments
    Name
    Enter a name for the rating scale.
    Description
    Enter descriptive text for the rating scale.
    Rating
    Enter 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.


 Siebel Employee Relationship Management Administration Guide 
 Published: 18 April 2003