01. Documentation
Documentation is used for: Documentation should: Documentation should not:Read More →
A. What is documentation?
Any record that is kept regarding an employee’s performance or conduct – whether they pertain to accomplishments or areas of concern. Documentation may consist ofRead More →
B. What should be documented?
You should document BOTH the positive and negative issues that come to your attention:Read More →
D. Itinerary for management review of supervisors
With regards to documentation, managers need to ensure that each supervisor has established a file for each of their own direct reports that contains:Read More →
E. Description of files to be maintained
This section explains what the various files are, where they are maintained in the County, and what types of materials should be placed in eachRead More →
Example #1: Probationary Rejection for Attendance
Supervisory Notes – Jill Smith Administrative Assistant I (1040 hours probationary period) [PROBATIONARY REJECTION FOR ATTENDANCE] 9/10/25 (Monday, 9 a.m.) – I met with JillRead More →
Example #2: Probationary Extension due to Performance
Supervisory Notes – Jon Jones Community Worker II (1040 hours probationary period) [PROBATIONARY EXTENSION DUE TO PERFORMANCE] 8/6/25 (Monday, 9 a.m.) – I met withRead More →
Example #3: “Special” Below Standard Evaluation
Supervisory Notes – Alice Doe file Administrative Secretary III [“SPECIAL” BELOW STANDARD EVALUATION] 1/8/25 (Monday, 9 a.m.) – I met with Alice who laterally transferredRead More →