How to Fill Out the Supervisor’s Employee Brief (AF Form 971)

AF Form 971, the Supervisor’s Employee Brief, is a computer-generated record that Air Force civilian supervisors use to track a subordinate’s personal data, performance discussions, awards, and disciplinary actions. You do not download a blank copy. Your installation’s Civilian Personnel Section (CPS) produces it from the Defense Civilian Personnel Data System (DCPDS) and sends it to you when a personnel action occurs, and it sits as Part 1 of the Supervisor’s Employee Work Folder you maintain on each civilian employee.1Ramstein Air Base. Civilian Personnel Flight Factsheet – Supervisor’s Employee Work Folder

How You Get a Copy

Because the form is system-generated, there is no fillable PDF on the Air Force e-Publishing site. CPS delivers a printout when an employee first arrives or when a qualifying personnel action takes place — an appointment, transfer, or promotion. If you never received a copy, or if your copy is out of date after a promotion or reassignment, contact your CPS customer service team and ask for a current printout.1Ramstein Air Base. Civilian Personnel Flight Factsheet – Supervisor’s Employee Work Folder

Part C of the form updates automatically in DCPDS when significant changes happen, so a fresh copy from CPS ensures you are working from current data.2Little Rock Air Force Base. Supervisor’s Employee Work Folder

What Goes in Each Part of the Form

The form has three sections, and knowing what belongs where keeps the record usable when it is time to write an appraisal or defend a personnel action.

Part A: Employee Information

Part A holds the employee’s personal data: home address, phone number, and emergency contacts.1Ramstein Air Base. Civilian Personnel Flight Factsheet – Supervisor’s Employee Work Folder Contact details change often. Recording them in pencil on the hard copy lets you update without generating a new printout every time.3Royal Air Force Mildenhall. Supervisor’s Employee Work Folder Remind employees to keep their information current in the Emergency Data System as well.

Part B: Supervisor’s Comments

Part B is the section you actually write in. It captures performance discussions, counseling sessions, letters of appreciation, and disciplinary actions.2Little Rock Air Force Base. Supervisor’s Employee Work Folder Record both positive and negative events as they occur, along with the date, what happened, and the guidance you gave. This log becomes the factual foundation for the annual appraisal and for any personnel action.

Part C: Experience, Awards, Performance, and Training

Part C captures the employee’s current position data, grade and series, education history, training records, appraisal history, and awards. Most of it populates from DCPDS automatically, so you generally do not enter this information by hand. When something significant changes — a completed degree, a new certification, a performance award — DCPDS updates Part C, and you can request a refreshed copy from CPS.2Little Rock Air Force Base. Supervisor’s Employee Work Folder

Writing Entries in Part B

Part B is where supervisors most often get in trouble, either by writing too little or by leaving entries in past their retention date. The goal is a clear, factual log a future supervisor or reviewing official could read and immediately understand.

For performance discussions and counseling sessions, note the date, the topic, the employee’s progress or the areas needing improvement, and any follow-up actions you agreed on. Both the supervisor and the employee should sign or initial each entry to confirm the conversation happened.2Little Rock Air Force Base. Supervisor’s Employee Work Folder There is no Air Force-wide rule requiring feedback at fixed 30- or 60-day intervals. The expectation is that you record discussions as they happen, including the initial counseling at the start of a rating period and periodic follow-ups through the year.

Letters of appreciation and non-monetary award justifications also belong in Part B. Filing them is optional, but an employee can keep them in the folder indefinitely because they support future promotion or incentive decisions.2Little Rock Air Force Base. Supervisor’s Employee Work Folder

How Long Disciplinary Entries Stay

Negative entries do not stay in the folder forever. Each category has a defined shelf life, and once it expires the entry must be removed and destroyed:

  • Oral and written admonishments: keep a maximum of one year. Both the employee and supervisor must sign or initial the entry. Employees covered by a collective bargaining agreement (CBA) can request a discussion about removing the entry after six months.2Little Rock Air Force Base. Supervisor’s Employee Work Folder
  • Reprimands: up to two years, then destroy. CBA employees can request a discussion about early removal after twelve months.2Little Rock Air Force Base. Supervisor’s Employee Work Folder
  • Suspensions: up to two years along with the associated SF-50 (Notification of Personnel Action), then destroy.2Little Rock Air Force Base. Supervisor’s Employee Work Folder
  • Debt letters: two years if issued.2Little Rock Air Force Base. Supervisor’s Employee Work Folder

If you need to keep a disciplinary entry longer than the standard period to support an ongoing action, such as a removal case, store it in a separate file rather than the Employee Work Folder.3Royal Air Force Mildenhall. Supervisor’s Employee Work Folder Leaving expired entries sitting in the folder is one of the most common mistakes supervisors make, and it can undermine a future action if it looks like old discipline was being held over an employee’s head.

Where the Form Sits in the Larger Folder

The AF Form 971 is Part 1 of the Supervisor’s Employee Work Folder. The rest of the folder holds the performance plan and ratings, training records and awards, leave schedules, and pending personnel actions, each in its own numbered part.2Little Rock Air Force Base. Supervisor’s Employee Work Folder Keeping the sections distinct means that when you pull the folder for an appraisal you are not sifting past disciplinary letters or leave schedules to find what you need.3Royal Air Force Mildenhall. Supervisor’s Employee Work Folder

Who Can See It

The AF Form 971 is a personal and confidential record, and access is limited to people with an official need.4U.S. Office of Personnel Management. Local Supplement Agreement Between 88th Air Base Wing and AFGE Local 1138 That typically means you as the immediate supervisor, higher-level management reviewing a promotion or reassignment, and HR staff processing a personnel action.

The employee can review the contents of the folder in the supervisor’s presence and get copies of any document in it.1Ramstein Air Base. Civilian Personnel Flight Factsheet – Supervisor’s Employee Work Folder The Privacy Act of 1974 backs that right and requires that if the employee wants someone else present during the review, they authorize that person in writing.5Office of the Law Revision Counsel. 5 USC 552a – Records Maintained on Individuals

Union representatives have narrower access. The AF Form 971 is maintained separately from the Official Personnel Folder and is classified as the supervisor’s personal and confidential record, so a union representative generally needs a specific, documented reason such as a grievance or disciplinary proceeding to see it.4U.S. Office of Personnel Management. Local Supplement Agreement Between 88th Air Base Wing and AFGE Local 1138

Store hard copies in a locked cabinet or a secure office. Digital versions belong on password-protected government systems. The Privacy Act imposes penalties for unauthorized disclosure.5Office of the Law Revision Counsel. 5 USC 552a – Records Maintained on Individuals

When the Employee Moves or Separates

When an employee moves to a new position or organization within the Air Force, the entire Supervisor’s Employee Work Folder transfers to the gaining supervisor, not just the AF Form 971. Before handing it off, review the folder, make sure entries are current, and remove any expired disciplinary records. The new supervisor inherits the whole performance history.

When an employee separates from federal service for any reason other than entering military service or as the result of an adverse action, you first transfer certain records to CPS: all performance ratings of record, the performance plan on which the last rating was based, and any documentation related to adverse actions. After that, the rest of the folder is destroyed 60 days later.2Little Rock Air Force Base. Supervisor’s Employee Work Folder Destruction means shredding hard copies and permanently deleting digital files from government systems. The folder contains Privacy Act-protected information, so tossing it in a recycling bin carries the same legal risk as an unauthorized disclosure.