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OnBase-Performance for Supervisors
Clemson utilizes OnBase-Performance, an online tool, to streamline the performance management workflow and to increase collaboration between employees and supervisors throughout the performance management process.
OnBase-Performance includes an online planning and evaluation form, automated workflow and electronic storage.
OnBase-Performance is a tool for all full-time equivalent (FTE) positions, including new hire/probationary and 6-month trial status employees. Temporary positions will not use OnBase-Performance.
Please familiarize yourself with the performance management phases and your supervisory responsibilities throughout the performance review period.
Guidance for Performance Periods
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Full-Time Equivalent (FTE)
Full-Time Equivalent Employee (FTE): A covered employee is a full-time or part-time employee occupying a part or all of an established full-time equivalent (FTE) position who has completed the probationary period and has an “improvement needed” or higher overall rating on the employee’s performance evaluation and who has grievance rights.
A Full-Time Equivalent (FTE) employee’s performance period is determined based on their Budget Center Review Period Timeline (PDF).
Performance Periods Group 1 Performance Period:
July 1 - June 30Group 2 Performance Period:
September 1 - August 31Group 3 Performance Period:
March 1 - February 28Planning Stage:
July 1 - August 15Planning Stage:
September 1 - October 15Planning Stage:
March 1 - April 15Evaluation Stage:
April 1 - June 30Evaluation Stage:
June 1 - August 31Evaluation Stage:
December 1 - February 28Evaluation Deadline:
June 30Evaluation Deadline:
August 31Evaluation Deadline:
February 28*Academic Affairs/Provost Athletics (Exception: Football/Soccer) Athletics - Football/Soccer CCIT College of Education CAFLS (Exception: Cooperative Extension) *CURI Development and Alumni Relations/Advancement CAAC College of Science Cooperative Extension CAH Facilities CBSHS Finance & Operations College of Business General Counsel CECAS Government Affairs/External Affairs PSA Inclusion and Equity Student Affairs Institutional Excellence Watt Center Libraries (Exception: Watt Center) The Learning Institute Marketing & Communications President's Office Research (Exception: The Learning Institute) Secretary to the Board *Academic Affairs/Provost and CURI are currently transitioning to the July 1 - June 30 performance period. If an employee is not in a probationary or trial status an intermediate review is due on December 15. Enrollment Management is on the July 1 - June 30 performance cycle therefore not affected by this transition.
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New Hire/Probationary Year
New Hire/Probationary Year: A probationary period is the twelve-month evaluation period that begins when an employee is initially hired. This period is to determine satisfactory performance and to attain status as a covered employee.
- Supervisor must create a planning stage in OnBase Performance for all new staff employees hired into a regular FTE position.
- Supervisor must complete an employee performance evaluation in OnBase Performance prior to the completion of a twelve-month probationary period.
- If an employee does not receive a performance evaluation prior to the completion of their twelve-month probationary period, the employee will receive a “concedes to successful” and obtain covered status as a state employee. Supervisors may be held accountable for late performance evaluations.
- The probationary period may not be extended.
- If an employee moves into a different job code during the probationary period, the probationary period will start over.
- If the employee is not performing satisfactorily during the probationary period, the employee will be terminated before becoming a covered employee. The employee does not have grievance rights. Clemson University is not required to follow the substandard Performance Policy.
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6-month Trial Status
6-month Trial Status (Covered Employees Only): A trial period is the six-month period resulting from a promotion, transfer, reassignment, reclassification or demotion to any position in which the employee does not hold permanent status.
- Supervisor must create a planning stage in OnBase Performance for all trial status employees.
- Supervisor must complete an employee performance evaluation in OnBase Performance prior to the completion of the 6-month trial status period.
- Once the employee has completed a successful trial period, the employee retains regular covered status in the class.
- If an employee does not receive a performance evaluation prior to the completion of their 6-month trial status period, the employee will receive a “concedes to successful” and obtain covered status as a state employee. Supervisors may be held accountable for late performance evaluations.
- If an employee's state class title changes to a class in which the employee has previously completed a successful trial period and attained covered status in the class, the employee does not serve another trial period.
OnBase Resources
Online, Self-Paced Training
It is imperative that you complete the training before logging into OnBase-Performance.
Quick Reference Guides
Use these quick reference guides to help you navigate OnBase-Performance.
- Workflow Quick Reference (PDF)
- Print-Save Quick Reference (PDF)
- How to View Activity Report for Direct Reports Guide (PDF)
- How to View Previous Forms (PDF)
- How to View Forms as Reviewer (PDF)
- How to View Queue Status for a Form (PDF)
- How to Make Workflow the Home Screen (PDF)
Each Budget Center has identified super users to provide OnBase-Performance support and assistance. Find your super user (PDF).
OnBase-Performance Accessibility Information
The Office of Human Resources is committed to ensuring equal access. The following resources are provided to help navigate OnBase-Performance.
- OnBase-Performance keyboard shortcuts
- Contact Us with questions
- Read more about Clemson University's commitment to Accessibility
OnBase-Performance FAQ
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Are faculty using OnBase-Performance?
A faculty member will use OnBase-Performance if they are the direct supervisor of a staff member or supervise someone who is the direct supervisor of a staff member. OnBase-Performance is for staff reviews. Faculty will follow the Faculty Manual for annual performance evaluations in the Faculty Activity System.
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How will I be alerted that a planning or evaluation stage is due?
OnBase-Performance will send email notifications and reminders to you to begin the planning stage, complete an optional mid-year review and complete your evaluation stage. These notifications will go to the supervisor and the staff member.
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Can the OnBase-Performance form be revised once the planning stage is approved?
Yes, changes can be made on the form after the planning stage and throughout the performance period. OnBase-Performance will notify the staff member and supervisor if a change is made.
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Are we required to complete a mid-year review?
No, a mid-year review is optional but considered a best practice.
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How do I access OnBase-Performance if I have limited access to a computer?
Consult your supervisor for access to common desktops in your area that will allow you to access OnBase-Performance. The Office of Human Resources has three computers that you may access to complete and sign your planning and evaluation forms.
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Will the system be accessible through the mobile app?
Yes, you may access OnBase-Performance through your mobile app.
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Do I have to download and print the form?
No, OnBase Performance will save the form for future access and reference. However, you will have the capability to print forms if needed.