1. A. A performance review date is the first day which marks the beginning of a new review period. If an employee does not receive a performance evaluation prior to the performance review date, the employee shall receive a “meets performance requirements” rating by default.

2. B. In Probationary Status (Refer to Section 19-704.)

   1. 1. Upon initial employment or reemployment, the performance review date shall be established as:

      1. a. Twelve months from the date of an initial employment or reemployment;
      2. b. The academic year for instructional personnel; or
      3. c. Not more than two full academic years duration for faculty at State technical colleges.

   2. 2. The performance review date for a probationary employee who is promoted, demoted, reclassified, experiences an unclassified State title change, or is reassigned or transferred to a new class or unclassified State title shall be established as:

      1. a. Twelve months from the date of the promotion, demotion, reclassification, or reassignment or transfer to a new class or unclassified State title change for non-instructional personnel;
      2. b. The academic year duration from the date of the promotion, demotion, reclassification, or reassignment or transfer to a new class or unclassified State title for teachers; or
      3. c. Not more than two full academic years duration from the date of the promotion, demotion, unclassified State title change, or reassignment or transfer to another unclassified State title for faculty at State technical colleges.
   3. 3. Exception - At the discretion of the agency head or his designee, up to six months of continuous satisfactory service in the previous class or unclassified State title may be counted toward the probationary period in the new class or unclassified State title which would result in a reduction in the length of the employee’s performance review period.

3. C. In Trial Status (Refer to Section 19-704.)

   1. 1. A covered employee who is promoted, demoted, reclassified, reassigned, or transferred to a position or experiences an unclassified State title change in which he has not held permanent status in the class or unclassified State title shall have the performance review date reestablished six months from the date of the action. Exception: If the employee is not serving a trial period at the time this version of the Regulations becomes effective, the covered employee will not serve a trial period.
   2. 2. An employee who is in a trial status and has had the trial period extended shall have the performance review date advanced up to 90 calendar days for the time period such extension is in effect. Exception: If the employee is not serving a trial period at the time this version of the Regulations becomes effective, the covered employee will not serve a trial period.
   3. 3. Exception - An employee who is promoted and, prior to attaining permanent status in the class with a higher State salary range, or unclassified State title having a higher State salary range or higher level job duties or responsibilities, is demoted to the same class or unclassified State title from which promoted, shall retain the original performance review date established in the class with a lower State salary range, or unclassified State title having a lower State salary range or lower level job duties or responsibilities. Exception: If the employee is not serving a trial period at the time this version of the Regulations becomes effective, the covered employee will not serve a trial period.

4. D. Covered Employees with Permanent Status in the Class or Unclassified State Title

   If a covered employee with permanent status in the class or unclassified State title is promoted, demoted, reclassified; experiences an unclassified State title change; or is reassigned or transferred to a new class or unclassified State title in which the employee has previously completed a probationary or trial period, the employee retains permanent status in the class or unclassified State title and is not placed in a probationary or trial status. Instead, the employee’s performance review date is reestablished six months from the date of the promotion, demotion, reclassification, reassignment, or transfer.

5. E. A covered employee’s performance review date shall be changed for the following reasons:

   1. 1. If an employee is on approved leave with or without pay for more than 30 consecutive workdays, the employee’s performance review date may be advanced up to 90 days. If an employee does not return to work by the advanced review date, the employee shall receive a successful by default rating and the review date shall be re-established based on policy.
   2. 2. An employee who receives a “Performance Improvement Plan,” may have the performance review date advanced to coincide with the “Performance Improvement Plan” dates.
   3. 3. An employee’s performance review date may be adjusted due to promotions, demotions, reclassifications, reassignments, transfers, or unclassified State title changes, as provided in Section 19-715. Exception: This paragraph does not apply unless the employee is serving a trial period at the time this version of the Regulations becomes effective.
   4. 4. An employee who transfers to a position in the same class in another agency or is reassigned to a position in the same class and agency within six months or less of his review date shall have the performance review date advanced six months from the date of the transfer or reassignment. Exception: This paragraph does not apply unless the employee is serving a trial period at the time this version of the Regulations becomes effective.
   5. 5. An employee’s performance review date may be adjusted when an agency adopts a universal performance review date in its written EPMS policy.
   6. 6. An employee, who is promoted or reclassified upward, and prior to attaining permanent status in the class with a higher State salary range or in the unclassified State title having a higher State salary range or higher level of job duties or responsibilities, and is demoted or reclassified downward to the same class or unclassified State title from which promoted or reclassified upward, shall retain the original performance review date established in the class with a lower State salary range or unclassified State title having a lower State salary range or lower level of job duties or responsibilities. Exception: This paragraph does not apply unless the employee is serving a trial period at the time this version of the Regulations becomes effective.

6. F. A covered employee’s performance review date shall not be changed for the following reasons:

   1. 1. When a class is reallocated, an employee in that class shall not have the performance review date reestablished.
   2. 2. An employee who receives an in-band increase or decrease within the current class shall not have the performance review date reestablished.

HISTORY: Added by State Register Volume 26, Issue No. 1, eff January 25, 2002. Amended by State Register Volume 34, Issue No. 5, eff May 28, 2010; State Register Volume 40, Issue No. 10, eff October 28, 2016; SCSR 48-9, eff September 27, 2024.