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Get Supervisors Employee Brief 971

SUPERVISOR S EMPLOYEE WORK FOLDER 971 Folder CHECKLIST FOR MAINTENANCE FILING GENERAL INSTRUCTIONS The following information is provided as a quick reference to ensure first-level supervisors meet requirements in maintaining the Supervisor s Employee Work Folders. Use of a six-part file folder is highly recommended* REGULATORY GUIDANCE ITEM COMMENTS PART 1 The automated AF Form 971 is made up of 3 parts A B C Part A Emergency Medical POC Part B Letters of Appreciation Debt Letters Discussions Formal Counseling Oral Admonishments Reprimands Suspensions RPA SF 50s Notification of Personnel Action for a Performance Award and/or Time-Off Award Note Appraisal-related only AFPAM 36-106 Supervisor s Employee Brief Computer Generated Update regularly with employee. Remind employees to complete this information also in the Emergency Medical Data System EMDS AFI 36-1004 Local Determination May retain forever Retain for 2 years Retentions vary Part C Employee experience awards performance promotion factor ratings training information and education PART 2 Core Personnel Doc AF Fm 1003 or AF Form 860 Civilian Performance Plan OR NSPS DD Form 2906 Performance Plan Interim Review s /Closeout Assessment Annual Performance Appraisal DoD 1400. 25-M Civilian Personnel Manual Retain the last 4 original appraisals all associated midterm feedback interim assessments PART 3 PART 4 AF Form 1378 Civilian Personnel Position Description PD SF 52 Request for Personnel Action AFPD 36-14 PD/CD shows sensitivity FLSA determination title series grade Destroy SF 52 after SF 50 is received annotated in Part B of AF Form 971 AF guidance Retain in a sealed envelope marked Confidential Medical Information PART 5 All Medical Documentation includes Civilian Physical Fitness information FMLA forms etc* AF Form 55 Employee Safety Health Record AFI 91-301 PART 6 Training Plans Evaluations AFI 36-401 Highlighted item applies only to the NSPS Pay System* Any Adverse information must be written in pencil on a separate sheet since retention is not permanent. Use of a six-part file folder is highly recommended* REGULATORY GUIDANCE ITEM COMMENTS PART 1 The automated AF Form 971 is made up of 3 parts A B C Part A Emergency Medical POC Part B Letters of Appreciation Debt Letters Discussions Formal Counseling Oral Admonishments Reprimands Suspensions RPA SF 50s Notification of Personnel Action for a Performance Award and/or Time-Off Award Note Appraisal-related only AFPAM 36-106 Supervisor s Employee Brief Computer Generated Update regularly with employee. Remind employees to complete this information also in the Emergency Medical Data System EMDS AFI 36-1004 Local Determination May retain forever Retain for 2 years Retentions vary Part C Employee experience awards performance promotion factor ratings training information and education PART 2 Core Personnel Doc AF Fm 1003 or AF Form 860 Civilian Performance Plan OR NSPS DD Form 2906 Performance Plan Interim Review s /Closeout Assessment Annual Performance Appraisal DoD 1400.

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