Chapter 3 – Personnel, Training, and Employee Relations

31160.9 Documentation Required for Rating Levels

• When performance is reported as “Unsatisfactory,” it shall be accompanied by documentation that includes a recommendation for adverse action such as salary reduction, demotion, separations, etc.

• ratings of “Minimally Successful” require an explanation of the deficiencies and what steps are being taken to resolve the deficiencies.

• If the “Unsatisfactory” or “Minimally Successful” rating is due to mitigation circumstances, adverse action is not necessary; however, an explanation of the circumstances shall accompany the appraisal.

• “Exceeds Fully Successful” ratings require an explanation as to how the performance is notably better than “Fully Successful,” e.g., what high quality work was completed ahead of scheduled deadlines with less than normal supervision.

• “Outstanding” ratings require documentation demonstrating that an exceptionally high quantity and quality of work was performed with little or no supervision.