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

Creating Review Definitions

Review Definitions control the format and underlying processes used within objectives and reviews. These processes include the review type, required approval levels, and review components. Review definitions can also be created for specific organizations, divisions, and job families.

CAUTION:  Do not modify or delete a review definition that has been used previously during an objectives and review cycle. Instead, create a new review definition with the desired effective date and inactivate the previous review definition. A review definition should not have more than one component of the same Objective Type.

The selection of review components within a review definition determines the format of the objectives and reviews process. For example, if Individual Objectives, Shared Objectives, and the Training Plan review components are added to a review definition, these components are accessible to employees during the objectives and review process.

The rating scale assigned to an Individual Objectives or Shared Objectives review component determines which rating scale the manager uses when rating the employee's performance in meeting those objectives. By defining the weights of the Individual Objectives and Shared Objectives review components as 75 percent and 25 percent, respectively, the resulting aggregate scores of each component are weighted accordingly when determining the calculated overall rating.

To create a review definition

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

    3. The following table describes the fields in the review definition record.

    Field
    Comments
    Review Type
    Specify the type of review. For a periodic review, the type must be Periodic Review. For an annual review, the review type must be annual review.
    Name
    Enter a name for the review definition.
    Description
    Enter a description of the review definition.
    Organization
    Click the select button and choose the organization for which the review definition is defined.
    Period Type
    Choose the period type for the review. For example, to create an annual review, set the period type to Year. To create a quarterly review, set the period type to Quarter.
    Sequence
    Enter the sequence of the review definition. If more than one review definition with the same Period Type exists for an organization, the review definition with the highest sequence number applies.
    Objectives Approval Levels
    Specify the level of management approval required for periodic reviews. Options are 0, 1, or 2. These values correspond to the number of managers who must review and approve an employee's periodic review.
    Review Approval Levels
    Specify the level of management approval required for annual reviews. Options are 0, 1, or 2. These values correspond to the number of managers who must review and approve an employee's annual review.
    Minimum 360 Evaluators
    Minimum number of 360-degree evaluators that can be selected by an employee. If an employee submits a list of 360- degree evaluators with fewer than the minimum number, an error message appears.
    Maximum 360 Evaluators
    Maximum number of 360-degree evaluators that can be selected by an employee. If an employee submits a list of 360- degree evaluators exceeding the maximum number, an error message appears.
    Effective Date
    Specify the start date for the review definition. This is the date on which the review definition becomes active.
    Active
    A check mark indicates the review definition is active.
    Effective Date
    Effective date of the review definition.
    Name
    Name of the review component.
    Component Type
    Type of review component.
    Rating Scale
    Select the rating scale to be used when a manager assesses an employee's performance. Rating scales should only be defined for Individual Objectives and Shared Objectives component types.
    Weight
    Assign a weight for the review component. The weight determines how much the component contributes to the overall review score. Weights should only be defined for Individual Objectives, Shared Objectives, and Rollup component types.

NOTE:  Only the objectives from the review component type Individual Objectives 1 appears within the All Employee Objectives and My Team's Objectives tree views. For employee objectives to appear in these views, you must create a Individual Objectives 1 review component and associate it with the desired review definition.

Organizations can control which review definitions are used by different employee subgroups by associating Divisions and Job Families with a review definition. The employee attributes are matched with review definition attributes, as indicated in the following list, to make sure the appropriate review definition is selected for each employee.


 Siebel Employee Relationship Management Administration Guide 
 Published: 18 April 2003