OnBase-Performance for Supervisors

• 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 30	Group 2 Performance Period: September 1 - August 31	Group 3 Performance Period: March 1 - February 28
  Planning Stage: July 1 - August 15	Planning Stage: September 1 - October 15	Planning Stage: March 1 - April 15
  Evaluation Stage: April 1 - June 30	Evaluation Stage: June 1 - August 31	Evaluation Stage: December 1 - February 28
  Evaluation Deadline: June 30	Evaluation Deadline: August 31	Evaluation 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.

• 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.
• 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-Performance FAQ

• 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.

• 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.

• 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.

• Are we required to complete a mid-year review?

  No, a mid-year review is optional but considered a best practice.

• 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.

• Will the system be accessible through the mobile app?

  Yes, you may access OnBase-Performance through your mobile app.

• 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.