University Human Resources
Document Job Performance
It is important to document performance over the entire year. Good documentation procedures help to reduce the possibility of many rating errors (contained in next section, Evaluate Job Performance). Be sure to make notes of good as well as unsatisfactory performance. Good documentation is important in justifying evaluations and resultant administrative decisions. Effective documentation is:
- A record of a discussion – never done in isolation
- Factual, not inferential
Performance documentation may focus on:
- Actions of the employee:
"Joe left confidential documents on top of the duplicating machine even after he had been warned not to."
- Results of job performance:
"Joe saved the department over $5,000 by developing new procedures to deal with photo-copying."
Documentation should be in written form and shared with the employee.