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In establishing the agency record, it is
important that supervisors have:
- Examples of work products that fail to meet previously set indicators
of performance.
- Documents which detail the time given the employee to show acceptable performance and
the assistance given.
- Examples of the employee's performance during the opportunity period.
- The various procedural steps followed in proposing and deciding the course of action.
- Documentation of any counseling, referral or attempts to refer for assistance.
Documentation need not be excessive, but only sufficient to the case. The Personnel
Office, and in some cases, the Solicitor's Office, can help prepare these documents so
they support the recommended action in the most effective way.
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