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

Creating Objectives Templates

Objectives Templates allow organizations to create and distribute predefined objectives. Employees whose review definitions include a review component with an objectives template automatically inherit the predefined objectives.

Objectives templates should only be used for Individual Objectives and Shared Objectives review component types.

To create an objectives template

  1. From the application-level menu, choose View > Site Map > Performance Management Administration > Review Components.
  2. In the Review Components list select the review component, and then click the Objectives Template view tab.

    3. NOTE:  Objectives templates should only be created for Individual Objectives 1-5 or Shared Objectives 1-5 type review components. Individual Objectives can be edited by the employee. Shared Objectives are not editable by the employee.

  3. In the Objectives Templates list, add a new record, and then complete the fields.

    4. The following table describes the fields in the objectives template record.

    Field
    Comments
    Name
    Enter a name for the objective template.
    Description
    Enter a description.
    Sequence
    Enter the sequence of the objective.
    Weight
    Enter the weight of the objective.
    Weights for an objective template with a review component type Shared Objective should always add up to 100.

  4. When you have finished defining the objectives template, click Save.

 Siebel Employee Relationship Management Administration Guide 
 Published: 18 April 2003