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Siebel Employee Relationship Management Administration Guide. Version 7.7, Rev. B November PDF

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Siebel Employee Relationship Management Administration Guide Version November 2009 Copyright 2005, 2009 Oracle and/or its affiliates. All rights reserved. The Programs (which include both the software
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Siebel Employee Relationship Management Administration Guide Version November 2009 Copyright 2005, 2009 Oracle and/or its affiliates. All rights reserved. The Programs (which include both the software and documentation) contain proprietary information; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs, except to the extent required to obtain interoperability with other independently created software or as specified by law, is prohibited. The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. This document is not warranted to be errorfree. 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Oracle is not responsible for the availability of, or any content provided on, third-party Web sites. You bear all risks associated with the use of such content. If you choose to purchase any products or services from a third party, the relationship is directly between you and the third party. Oracle is not responsible for: (a) the quality of third-party products or services; or (b) fulfilling any of the terms of the agreement with the third party, including delivery of products or services and warranty obligations related to purchased products or services. Oracle is not responsible for any loss or damage of any sort that you may incur from dealing with any third party. Oracle, JD Edwards, and PeopleSoft are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. Contents Siebel Employee Relationship Management Administration Guide 1 Chapter 1: What s New in This Release Chapter 2: Overview of Siebel ERM Key Features of Siebel ERM 15 ERM Modules and Options 16 Content and Information Management and Siebel ERM 17 Siebel ERM Front Page, MyPage 19 ERM Briefing Pages 23 ERM Microsite Pages 23 Controlling ERM Page Topics with a Tracking Profile 24 Layout Preferences for ERM Front Page and MyPage 26 Chapter 3: Getting Started with Siebel ERM Administrator Setup Tasks 29 Configuring Siebel ERM for GUESTERM User 30 Chapter 4: Setting Up Employee Directory Employee Profile Management and Employee Directory 33 Scenario for Employee Directory 35 Process of Setting Up Employee Directory 36 Setting Up the Employee Administrator 36 Setting Up and Modifying Employee Information 36 Adding an Employee Picture to a Profile 37 Employee Locator 38 Linking ESS Forms, Literature, and Solutions to Employee Directory 38 Chapter 5: Setting Up Objectives and Reviews Scenario for Objectives and Reviews 42 Process of Setting Up Objectives and Reviews 44 3 Contents All-Employee Objective Hierarchy 46 Publication of Objectives on Microsites 46 Defining a Rating Scale with Rating Values 46 Defining Review Periods and Rollups 48 Defining Review Components 49 Creating Objectives Templates 51 Defining 360-Degree Evaluation Forms 52 Creating Review Definitions 53 Managing Objectives and Reviews by Organization 55 Defining Objectives Before the Next Period Begins 56 Managing and Updating Objectives and Reviews 57 Unlocking Approved Objectives for Midperiod Updates 59 Performance Management for Direct Reports 60 Navigating the Manager s Performance Dashboard 61 Delegating a Performance Review 63 Approving and Declining Submitted Performance Reviews 63 Copying Previous Objectives (End User) 64 Adding Performance Assessments During the Cycle (End User) 65 Tracking Progress on Objectives (End User) 65 Chapter 6: Setting Up Compensation Planning Scenario for Compensation Planning 68 Process of Setting Up Compensation Planning 68 Creating a Salary Grade 69 Creating a Salary Plan 70 Adding a Salary Grade to a Salary Plan 70 Creating a Job Family 71 Creating a Job Code 72 Employee Information Updates for Compensation 73 Creating Compensation Guidelines 73 Associating a Compensation Salary Plan and Grade with the Guideline Table 74 Defining Compensation Guideline Ranges 75 4 Contents Defining Compensation Eligibility Rules 75 Defining the Compensation Plan Rollout 76 Managing Compensation Budgets 77 Creating a Compensation Budget and Budget Type 78 Compensation Budget Expressions 79 Calculating the Compensation Budget 80 Locking the Compensation Budget 80 Adding Employees to the Locked Compensation Budget 81 Defining Compensation Planning Cycles 82 Associating a Compensation Component with a Planning Cycle 83 Generating and Releasing Compensation Plans 84 Viewing All Compensation Plans 85 Viewing Employee Compensation History 85 Navigating the Compensation Planning Screen (Managers) 86 Selecting the Compensation Plan for Rollout 88 Defining Compensation Changes for Direct Reports 89 Adding Justification Comments to the Compensation Plan 90 Tracking Compensation Plan Recommendations Status 91 Submitting a Compensation Plan for Approval 91 Approving and Rejecting a Compensation Plan 92 Assigning Compensation Support Team Members to Employees 92 Exchange Rates for Compensation Planning 94 Chapter 7: Working with Ratings Distributions About Ratings Distributions Adjustments 95 Process of Setting Up and Managing Ratings Distributions 97 Specifying Review Periods for Ratings Distributions 97 Compensation and the Ratings Distribution 98 Performance and Ratings Distribution Timeline 99 Adjusting and Submitting Team Ratings 99 Submitting Plans for Ratings Distribution Approval 102 Ratings Distribution and Plan Approvals 102 5 Contents Chapter 8: Setting Up Competency Management Assessment of Skills and Achievements for Competency Management 105 Competencies, Categories and the Skills Hierarchy 106 Scenario for Competency Management 107 Process of Setting Up Competency Management 108 Creating Competency Categories 108 Creating and Modifying a Skill 109 Creating Job Profiles 110 Associating Competencies with a Job Profile 112 Creating Career Path Options for a Job Profile 112 Syncing Required Skills for Employee Competency 113 Chapter 9: Managing Group News Scenario for Group News 115 Process of Managing Group News 116 Setting Up News Administrators, Authors, and Approvers 117 Setting Up the Group News Approver Workflow 118 Creating a Content Path 119 Creating Stages for a Group News Content Path 120 Designating Group News Approvers 121 Setting Up Access to Group News 121 Managing Versions and Publishing from the All News Stories List 122 Creating a News Story (End User) 122 Creating Content for a News Story 124 Importing a News Story 125 Previewing a News Story (End User) 126 Submitting a News Story for Approval (End User) 126 Approving a News Story (End User) 126 Chapter 10: Setting Up Content Services Scenario for Content Services 129 Process of Setting Up Content Services 130 Assignment of News Topic Administrator Responsibilities 131 6 Contents Creation of Access Groups for Content News Services 131 Setting Up Content Services Host and Authentication Credentials 132 Creating a News Package 133 Management of News Topics 134 Creating a News Topic 134 Editing a News Topic 135 Deactivating a News Topic 136 Retrieving Account and Competitor News for Briefings 136 Associating Accounts and Competitors with News Topics 137 Associating Your Company with a News Topic 138 D & B Account Rationalization Services and News Topics 139 Viewing a Tracking Profile Summary for News (End User) 139 Creating a User-Defined News Topic (End User) 140 Previewing a News Topic (End User) 141 Resolving Problems with Content Services 141 External News and Data Do Not Appear on Home Page 141 News Does Not Appear in the Our Company Section 143 Not Found Error in the Siebel Mobile Web Client 143 Users Receive Too Much News 144 Literature and Bulletins Are Out of Date 144 Chapter 11: Setting Up HelpDesk Siebel HelpDesk and Support Organizations 147 Siebel HelpDesk Administrator Resources 148 Siebel Employee Service and ITIL Best Practices 151 Scenario for Siebel HelpDesk 153 Process of Setting Up Siebel HelpDesk 153 Setting Up Siebel HelpDesk Responsibilities 154 Siebel Knowledge Base Setup for HelpDesk 155 Working with the HelpDesk Solutions Database 155 Chapter 12: Setting Up Employee Self-Service Scenario for Employee Self-Service 159 Process of Setting Up Employee Self-Service 160 Creation of Employee Self-Service Forms 162 7 Contents Importing a Preconfigured Employee Self-Service Form 163 Customizing a Preconfigured Self-Service Form 165 Designing Employee Self-Service Requestor Forms 165 Effective Scripting for Employee Self-Service Requestor Forms 167 Creating an Employee Self-Service Summary Form 169 Linking Self-Service Forms to the Inbox 171 Associating ESS Forms with Employee Directory 172 Releasing and Testing Employee Self-Service Forms 172 Accessing and Submitting Self-Service Forms 173 Chapter 13: Setting Up Siebel Projects for ERM Project Collaboration Management 175 Scenario for Siebel Projects 176 Process of Setting Up Siebel Projects 177 Project Activity Templates and Activities 178 Virtual Collaboration and the Project Center 178 Project Summary and Project Center Pages 179 Browsing Projects (End User) 180 Creating Projects (End User) 181 Adding Project Team Members (End User) 181 Creating a Project Activity Plan (End User) 182 Adding a Description to the Project Summary (End User) 182 Updating and Tracking Project Information (End User) 183 Adding Graphics to Project Summary Pages (End User) 183 Adding News Content to a Project (End User) 184 Chapter 14: Setting Up an Application Services Interface Process for Setting Up an Application Services Interface 187 Configuring Web Services 187 Activating the Employee ASI Workflow 188 Synchronizing ERM and Third-Party Employee Data 189 Chapter 15: Employee Self-Service Reference 8 Contents Example escript for Requestor Form 191 Example escript for Summary Form 192 Index 9 Contents 10 1 What s New in This Release What s New in Siebel Employee Relationship Management Administration Guide, Version This guide has been updated to reflect product name changes. What s New in Siebel Employee Relationship Management Administration Guide, Version 7.7, Rev. A Table 1 lists changes in this version of the documentation to support release 7.7 of the software. Table 1. Changes in Siebel Employee Relationship Management Administration Guide, Version 7.7, Rev. A Topic Description New features described Ratings Distribution Adjustments See Chapter 7, Working with Ratings Distributions. This chapter describes how administrators can set up and managers can use Ratings Distributions to meet the ratings distribution guideline defined by the organization. Improvements to the documentation Compensation Planning See Navigating the Compensation Planning Screen (Managers) on page 86. Compensation Planning See Defining Compensation Changes for Direct Reports on page 89. Compensation Planning Recommendations Status This topic has been expanded to include information about ratings distributions and compensation components. This topic has been updated to include information on the compensation guidelines indicator. This topic has been updated and corrected. See Tracking Compensation Plan Recommendations Status on page What s New in This Release What s New in Siebel Employee Relationship Management Administration Guide, Version 7.7 Table 2 lists changes in this version of the documentation to support release 7.7 of the software. Table 2. New Product Features in Siebel Employee Relationship Management Administration Guide, Version 7.7 Topic Objectives and Reviews Attributes See Managing Objectives and Reviews by Organization on page 55. Objectives Definitions See Defining Objectives Before the Next Period Begins on page 56. Objectives and Reviews Status Updates See Managing and Updating Objectives and Reviews on page 57. Objectives Updates See Unlocking Approved Objectives for Midperiod Updates on page 59. Performance Review Delegation See Delegating a Performance Review on page 63. Performance Assessments See Adding Performance Assessments During the Cycle (End User) on page 65. Objectives Progress See Tracking Progress on Objectives (End User) on page 65. Description This new feature allows the administrator to manage attributes at the organization level to control which objectives and reviews appear on the Performance Management Dashboard, All Employee Objectives, and My Team's Objectives views. This new feature allows the administrator to create objective records in the database before the next performance cycle begins. This new feature allows the administrator to update the status and details (including ratings and comments) of an employee's objectives and reviews. This new features allows the administrator to unlock objectives so that employees can update their objectives in the middle of a period. This new feature allows managers to delegate a performance review and then check the status of each delegated review from the Performance Management Dashboard. This new feature allows managers and employees to add midcycle performance assessment comments for objectives. This new feature allows employees and managers to update the progress on each objective at any time during the objectives and reviews cycle. 12 What s New in This Release Table 2. New Product Features in Siebel Employee Relationship Management Administration Guide, Version 7.7 Topic Compensation Support Team See Assigning Compensation Support Team Members to Employees on page 92. Group News Versions See Managing Versions and Publishing from the All News Stories List on page 122. Description This new feature allows Human Resources to assign support team members to assist managers who cannot perform compensation plan actions and employees who request compensation advice. This new feature allows users to manage the versions of a news story, review the version history, preview and restore previous versions of a story, and perform one-click publication of a news story from the All News list. 13 What s New in This Release 14 2 Overview of Siebel ERM Oracle s Siebel Employee Relationship Management (ERM) is an integrated suite of Web-based applications designed for use by employees within an organization. This chapter provides an overview of the applications that make up Siebel ERM. It includes the following topics: Key Features of Siebel ERM on page 15 Siebel ERM Front Page, MyPage on page 19 Siebel ERM Front Page, MyPage on page 19 ERM Briefing Pages on page 23 ERM Microsite Pages on page 23 Key Features of Siebel ERM Siebel Employee Relationship Management (ERM) provides a single point of access to a variety of information resources within an organization. Siebel ERM helps the organizations communicate news, deliver training, and support employee productivity and satisfaction. In addition, Siebel ERM helps employees align their objectives with those of the organization and provides access to application data, news, business information, productivity tools, employee self-service solutions, and other resources in a personalized Web environment. Table 3 provides an alphabetized list of Siebel ERM s key features. Table 3. Key Features of Siebel ERM Feature Compensation Planning Competency Management Employee Directory Description Siebel Compensation Planning help the organization organizations plan merit-based and promotion-based salary increases, cash bonuses, and stock grants. For more information, see Chapter 6, Setting Up Compensation Planning. Siebel Competency Management allows employees and managers to associate specific skills with job and employee profiles. For more information, see Chapter 8, Setting Up Competency Management. Siebel Employee Directory allows users and administrators to manage and view employee profile information. For more information, see Chapter 4, Setting Up Employee Directory. 15 Overview of Siebel ERM ERM Modules and Options Table 3. Key Features of Siebel ERM Feature Employee Self-Service Group News HelpDesk Inbox Objectives and Reviews Projects Ratings Distributions Description Using Siebel Employee Self-Service (ESS), employees can manage routine and frequent transactions using the Web. ESS automated processes guide users through necessary steps, incorporate relevant data, accept user input, and automatically route approvals. For more information, see Chapter 12, Setting Up Employee Self-Service. Siebel Group News helps the organization create, edit, approve, preview, and publish news content. For more information, see Chapter 9, Managing Group News. Siebel HelpDesk allows employees to submit and track service requests using the organization intranet and solve problems by providing access to solutions and interactive diagnostic tools. For more information, see Chapter 11, Setting Up HelpDesk. The Inbox allows managers and employees to view and act on approval requests from a single unified screen. Inbox also allows administrators to create and manage approval flows. For more information about setting up Inbox, see Applications Administration Guide. Siebel Objectives and Reviews is used to set employee objectives and assess performance using periodic and annual reviews. For more information, see Chapter 5, Setting Up Objectives and Reviews. Siebel Projects provides a shared company workspace that allows employees within an organization, regardless of physical location, to organize, coordinate and manage their formal and ad-hoc project assignments. For more information, see Chapter 13, Setting Up Siebel Projects for ERM. Using Siebel Ratings Distributions, managers can make sure that they meet the ratings distribution guideline defined by their organization and provide a set of ratings that are consistent across different business units. For more information, see Chapter 7, Working with Ratings Distributions. ERM Modules and Options Many Siebel ebusiness Applications modules can be purchased and used with Siebel ERM. In addition, optional modules specific to Siebel ERM can be purchased to provide enhanced functionality for various business processes. For information on the optional modules that can be used with Siebel ERM, contact your Siebel sales representative or local Siebel Sales Office. The exact configuration of Siebel applications screens, view
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