Human Resources and Security Specialists should use this tool to determine the correct investigation level for any covered position within the U.S. Federal Government.
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As a general rule, you should give your employee a copy of the notes
from a discussion or meeting that pertain to your expectations and
responsibilities as well as the employee's responsibilities. It is
expected that you may take "supervisory" notes to serve as "memory
joggers" regarding the employee's performance. For example, these notes
can include dates or the number of times an employee was given an
instruction. This type of "supervisory" information does not have to be
included in the notes given to the employee. Contact your agency's
legal counsel or human resources staff for information on Privacy Act
requirements concerning supervisory notes.
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