Checklist: Taking Action

Use the following checklist to make sure that you have completed all the actions related to Step Three.

Step Three Checklist
For Actions Based on 5 CFR Part 432

Yes

No

Do you have written performance standards/elements for the employee?

 

 

Do you have copies of any supervisory notes of counseling or assistance given to the employee?

 

 

Do you have copies of memoranda of counseling provided to the employee?

 

 

Do you have a copy of the written notice providing an opportunity to improve?

 

 

Did you document the employee's performance during the opportunity period?

 

 

 
For Actions Based on 5 CFR Part 752

Yes

No

Do you have written performance standards/elements for the employee OR evidence that performance expectations were communicated?

 

 

Is there documentation that the employee was clearly "on notice" of performance expectations?

 

 

Do you have copies of any supervisory notes of counseling or assistance given to the employee?

 

 

Do you have copies of memoranda of counseling provided to the employee?

 

 

Do you have a copy of the written notice providing an opportunity to improve OR can you explain your reasons for not providing an opportunity to improve?

 

 

Did you document the employee's performance during the period in question?