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Supervisor Work Folder & Record Keeping

N ational G uard T echnician P ersonnel M anagement C ourse. Supervisor Work Folder & Record Keeping. Provides easy access to subordinate information to help… ~you, the supervisor, to meet personnel management obligations, and

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Supervisor Work Folder & Record Keeping

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  1. National Guard Technician Personnel Management Course Supervisor Work Folder & Record Keeping

  2. Provides easy access to subordinate information to help… ~you, the supervisor, to meet personnel management obligations, and ~ your subordinate personnel by recording their career accomplishments as well as their job performance PURPOSE OF A WORK FOLDER

  3. Supervisor’s Checklist Supervisor Record of Personnel Employment (Supervisor's Employee Brief) Emergency Information Performance-related Records Conduct-related Records WORK FOLDER CONTENTS

  4. Leave Schedule Requests for Personnel Action (SF-52) Training-related documents Current position description WORK FOLDER CONTENTS

  5. Special qualifications verification documents • Awards or Commendations WORK FOLDER CONTENTS

  6. PROHIBITED DOCUMENTS • Personnel Action Forms (SF-50) • Pre-employment Information/ Resumes • Security • Employee’s photograph • Self-ID of Medical Disability (SF-256) • Training Certificates of Completion • Personal Medical Information • Letters of Indebtedness

  7. Maintained as temporary memory joggers Not under agency/organizational control For Your Eyes Only (FYEO) You decide when they are to be destroyed PERSONAL NOTES IN WORK FOLDER

  8. Maintained in lockable file/desk at supervisor’s work site or nearby Retained indefinitely if relevant to supervisory responsibilities Moved to a new supervisor when employee is reassigned Destroyed 90 days after employee separates or is separated CARE AND DISPOSITION

  9. The subject employee any other(s) she/he authorizes in writing Supervisors/managers in the direct chain Persons with official conducting authorized activities Persons acting IAW state union contract(s) WORK FOLDER ACCESS

  10. Questions SPC Rachel Hewitt, (518) 786-4681

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