What documentation is needed to track collateral duties in evaluations?

The evaluation report is a critical document used to track collateral duties in evaluations. It serves as a formal record of an individual's performance, including their accomplishments and responsibilities related to various duties, including collateral tasks. This report is an official assessment that reflects not only the primary duties performed but also provides insight into how well the individual has managed additional responsibilities. By including collateral duties in the evaluation report, it ensures that such contributions are recognized formally and are considered when assessing an individual's overall performance and qualifications for promotion or further assignments.

The other documentation types may support performance evaluations but do not specifically focus on tracking the breadth of an individual's collateral responsibilities in the same structured and official manner as the evaluation report does. Performance records and special reports may contain useful information, while an annual review is generally broader and might not capture the ongoing assessment needed for tracking specific collateral duties in real time.