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Employee & Labor Relations

A Resource for County of San Mateo Employees, Supervisors, and Managers

02. Documentation

Documentation
Documentation is used for: Positive Feedback and Acknowledgement Career Development Showing Patterns Probationary...
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A. What is documentation?
Any record that is kept regarding an employee’s performance or conduct – whether they pertain to...
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B. What should be documented?
You should document BOTH the positive and negative issues that come to your attention: If an employee...
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C. What is the benefit to me as a supervisor?
Many times, simply documenting and sharing problems with employees often helps to resolve them. You cannot...
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D. Itinerary for management review of supervisors
With regards to documentation, managers need to ensure that each supervisor has established a file for...
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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...
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Example #1: Probationary Rejection for Attendance
Supervisory Notes – Jill Smith Administrative Assistant I (1040 hours probationary period) [PROBATIONARY...
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Example #2: Probationary Extension due to Performance
Supervisory Notes – Jon Jones Community Worker II (1040 hours probationary period) [PROBATIONARY EXTENSION...
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Example #3: “Special” Below Standard Evaluation
Supervisory Notes – Alice Doe file Administrative Secretary III [“SPECIAL” BELOW STANDARD EVALUATION] 1/8/10...
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