Bookshelf v7.5: Defining Review Periods and Rollups

Defining Review Periods and Rollups

Siebel Objectives and Reviews allows organizations to conduct annual reviews that include components such as shared objectives (for example, the organization's core values), skills assessments, 360-degree evaluations, and rollups of periodic reviews.

Periodic reviews are used to evaluate the performance of each employee multiple times during the year. A typical periodic review cycle is assessment conducted on a quarterly basis.

If a review period definition include a rollup of periodic reviews, the rollup period type for the review period record must be defined.

For example, if previous quarterly reviews are rolled up into an annual review, the Rollup Period Type for the Year period record is defined as Quarter. Then the annual review ratings for the defined period include a rollup (the average) of the overall ratings from any completed quarterly reviews falling within the annual period.

NOTE: Review Periods and period units are defined using the Applications Administration screen. For more information, see Applications Administration Guide.

To change the rollup period type of a review period

From the application-level menu, choose View > Site Map > Performance Management Administration > Review Periods.

In the Review Periods list, select the record you want to edit, and then choose a value in the Rollup Period Type field.

The following table describes the fields in the review period record.


Field	Comments
Name	This read-only field provides the name of the review period.
Description	This read-only field provides a description of the review period, for example, October through December of 2002.
Period Type	This read-only field specifies the type of review period. The options are Day, Week, Bi-weekly, Month, Quarter, Half-Year, and Year.
Rollup Period Type	This field is optional. Leave this field empty unless you intend to use the review period to roll up other reviews. If you want to roll up reviews, specify the type of period to roll up for this period type. A Period Type and Rollup Period Type combination of Year and Quarter specifies that the annual review overall rating can include a rollup (average) of the overall ratings from quarterly reviews completed during the year.
Start Date	This read-only field provides the start date for the period.
End Date	This read-only field provides the end date for the period.