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Staff Working FileLocal supervisors should keep an informal working file for their direct reports. The working file prevents a manager/supervisor from relying on his or her memory. Anything related to a staff member’s employment can be tracked in a working file. These files must be kept confidential and secured (locked away if a physical copy or password protected if electronic) and should only contain objective, observable information. Items that might be included in a working file include:
Information kept in a working file should not include assumptions or subjective conclusions unless preceded by objective, observable examples.
Shared Documents (via Google, Microsoft 365, etc.)With most documents stored digitally in software applications that allow for easy sharing, leaders and supervisors must be diligent about tracking who has access to confidential documents and files. Please use the following guidelines when handling employee documents:
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