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OnBase-Performance Management Process Maps
Review process maps of the OnBase-Performance Management Planning, Performing and Monitoring, and Evaluation Phases below. Descriptions are provided below each image.
You can also download a PDF version of the OnBase-Performance Process Maps (PDF).
Planning Phase

OnBase-Performance Management Planning Phase
- OnBase emails Rater and Employee to start Planning process
- Rater and Employee Meet to lay out Plan
- Employee writes up Goals in OnBase
- Employee clicks "Complete and Send to Supervisor"
- Rater incorporates Employee's draft goals into formal plan
- Either Rater clicks "Sign" OR Rater clicks "Sign and Send to Reviewer" for the Reviewer to review planning stage and click "Sign" to send to Employee
- Employee verifies Planning Stage Information
- Employee clicks "Sign"
- OnBase moves the form to the Performing and Monitoring Folder
Performing and Monitoring Phase

Performing and Monitoring Phase - Progress Toward Goals
- OnBase emails Rater and Employee to perform Optional Mid-Year Review. OnBase will move the form to the Evaluation folder 90 days prior to the Evaluation due date
- Simultaneous actions during phase:
- Employee documents progress toward goals in Evaluation Stage
- Rater and Employee meet regularly
- Rater documents progress toward Goals in Evaluation Stage
- Reviewer, Customers, Colleagues, and Others send Rater supporting correspondence
- OnBase emails Rater to perform optional Mid-Year Review
Performing and Monitoring Phase - Changes Needed to Planning Stage
- Rater and Employee meet to discuss changes
- Rater updates Planning Stage
Evaluation Phase

OnBase-Performance Management Evaluation Phase
- OnBase emails Rater and Employee to start Evaluation process
- Employee performs Self-Evaluation
- Employee clicks "Complete and Send to Supervisor"
- Rater reviews Employee's Self-Evaluation then completes Formal Evaluation
- Rater clicks "Sign" which sends to Reviewer
- Reviewer verifies Evaluation and has option to add comments on Signature tab
- Reviewer clicks "Sign" which sends to Rater
- Review waits in Rater's queue until meeting with Employee
- Rater and Employee Meet to Discuss Evaluation
- Rater clicks "Send to Employee for Completion"
- Employee adds any final comments
- Employee clicks "Sign"
- PDF sent to Employee and Rater within 24 hours
- OnBase moves form for New Performance Cycle to Planning folder
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