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Employee Evaluations and Performance Documentation Guidelines

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40 Questions

What form should be used to document counseling of performance that could affect an employee's annual evaluation?

Form SJSO-103 only

How many Consultation Forms or other documents need to be attached to support a 'Does Not Meet Standard' rating?

Two

When should corrected performance be documented on the evaluation form?

Never

Who is responsible for scheduling evaluation training for Supervisors conducting evaluations?

Human Resources

At what point should verbal counseling be initiated for unsatisfactory performance?

At the first sign of unsatisfactory performance

What is the purpose of attaching Consultation Forms to the Does Not Meet Standard rating?

To support the rating decision

Which policy is responsible for outlining the appropriate disciplinary process?

Policy 26.1 Standards of Professional and Personal Conduct

How many Supervisors are required to receive training on the evaluation system and rating methods?

All Supervisors

How often are Monthly Evaluations conducted for probationary employees not in training programs?

Monthly

What is required for transfers involving a title or unit change occurring after completion of probation, unless it is part of a re-acclimation process?

Six months' probation

What is the specific form used for Probationary Monthly Evaluations for Corrections Administrative positions?

SJSO-484

What is the initial evaluation report required for a probationary employee in the Law Enforcement formal training program?

Documented Observation Report

Which form is used for probationary employees undergoing transfers after their initial probationary period, such as promotions?

Transfer Probationary Evaluation – SJSO Employee Evaluation SJSO-102

How frequently are School Crossing Guards probationary evaluations conducted?

Quarterly

Which type of evaluation is required for Communications probationary employees after successful completion of their training program?

Monthly Evaluation Report

Where can the measurement ratings and completion instructions for Daily Observation and Monthly Evaluation reports be found?

In the Division Standard Operating Procedures/Training Manuals

What action is taken upon completing the probation period?

Forwarded to Human Resource

For employees in Corrections, what is the appropriate evaluation form required post-training completion?

Annual Evaluation - SJSO Employee Evaluation SJSO-102

What is the accurate evaluation form for Reserve evaluations in Law Enforcement?

Monthly Evaluation Report

Which positions are exempt from the probation evaluation requirement?

Positions not covered by career service

Where can one find information about promotions?

In policy 34.1 and 34.2

After successful completion of the probationary period, what evaluation is required for Communications probationary employees?

Annual Evaluation

How many monthly evaluations are conducted for probationary employees in certain training programs?

14

What is the appropriate evaluation process for a probationary employee assigned to a formal training program in Law Enforcement?

Daily Observation Report (DOR)

When do the annual evaluations of employees take place?

After the close of the probationary period

What triggers a special evaluation according to the text?

Extension of probation, unsatisfactory performance, or disciplinary issues

How often are special evaluations typically given?

Once every three months

Who can initiate a special evaluation during the rating period?

Any Supervisor in the employee's chain of command

What forms should be completed and attached to special evaluations?

Performance Improvement Plan SJSO-102C and any related documentation

When must a partial evaluation be completed for an employee with a job classification change?

During the shift-to-shift transfer

For how many months can special evaluations be extended at maximum?

Three additional months

In what situations can a special evaluation be used to assess employees?

Regular status employees needing performance improvement

What alternative methods of signing the performance evaluation are mentioned in the text?

Signing via phone with the Supervisor

Who is responsible for reviewing and signing the completed evaluation up to the Division Director?

The employee's chain of command

How are evaluators at any level allowed to interact with the evaluation?

They can only review and add comments

When an evaluation is conducted via phone, what action does the Supervisor need to take on the form?

Initial to indicate authorization

Where are annual and probationary evaluations with areas marked 'Does Not Meet Standard' sent for review?

To the Sheriff for review

What happens to end of probation evaluations and special evaluations after they are completed?

They are filed by Human Resource

What must the Supervisor do on the evaluation form if the Reserve has authorized a phone evaluation?

Initial in the designated block

Where are evaluations for annual and probationary reviews that have not been marked 'Does Not Meet Standard' filed?

Upon receipt by Human Resource

Test your knowledge of the guidelines for documenting performance evaluations and consultations for employees. Topics include using Consultation Form SJSO-103, disciplinary formats, and corrective actions.

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