Supervisor Documentation

Document anything that is outside of the normal work pattern. If an employee exceeds expectations, document the behavior and share positive feedback with the employee. If the employee is not meeting expectations, document the behavior and share developmental feedback with the employee.

• Include dates, times, and specifics. Document observable behaviors and outcomes.
• Add the names of witnesses if applicable. Get witness statements when appropriate.
• Label your notes as “personal notes”. These are for your own personal use to help you keep track of certain events that have occurred throughout the year. Keep these notes private and separate from the employee’s departmental file.
• Utilize your notes for performance discussions and support for corrective action if needed.
• Retain all emails, notes, selection materials, and work product as appropriate.