Manager assessment notes

Name: Manager assessment notes
Creator: TestPattern Community
License: https://opensource.org/licenses/MIT

Detects manager and supervisor notes, feedback and observations about an identified employee or direct report, with meeting dates, capability ratings, concerns raised or agreed actions.

Type: regex
Engine: boost_regex
Confidence: medium
Confidence justification: Medium: the primary phrases also appear in policies, guidance, blank forms and news, so enforce tiers require a populated person field and 85 adds a record-specific populated detail plus independent corroboration. Person values are customer-defined (employee IDs, position numbers), so the field regexes use labelled loose values with a placeholder guard. 85/75 are heuristic evidence tiers, not measured accuracy.
Detection quality: Topic false positive
Jurisdictions: global
Regulations: Fair Work Act 2009 (Cth), Public Sector Act 2022 (Qld), Privacy Act 1988 (Cth), Information Privacy Act 2009 (Qld), NDB Scheme (Cth), GDPR
Frameworks: ISO 27001, ISO 27701
Data categories: pii, employment
Scope: wide
Risk rating: 8
Platform compatibility: Purview: Compatible, GCP DLP: Compatible, Macie: Compatible, Zscaler: Compatible, Palo Alto: Degraded, Netskope: Unsupported

Pattern

(?i)\b(?:manager(?:'s)?\s+(?:assessment|notes|feedback|comments|observations|evaluation)|supervisor(?:'s)?\s+(?:notes|assessment|comments|observations)|supervisory\s+notes|one[\s-]on[\s-]one\s+notes|1:1\s+notes)\b

Corroborative evidence keywords

wellbeing, attendance, conduct, coaching, expectations, follow-up, development, HR business partner, workload

Proximity: 300 characters

Should match

Manager notes - 1:1 Direct report: Avery Teston Meeting date: 10/09/2026 Concerns raised: Missed two client deadlines this month. Agreed actions: Weekly check-in; coaching on prioritisation. Wellbeing discussed. — 85: One-on-one notes with direct report, date, concerns and actions
Manager assessment for calibration Employee ID: 5520117 Capability rating: 2/5 Date of discussion: 2026-08-28 Expectations reset; follow-up in four weeks. — 85: Manager assessment with employee ID, rating and date
Supervisor observations Employee name: Jordan Staffson Arrived late twice this week and left early without approval. — 75: Observations naming the employee, no dated detail

Should not match

Managers should keep supervisor notes factual and brief. This guideline explains what manager feedback should cover. — Guideline text - must stay below 75
Manager notes Direct report: __________ Meeting date: ___/___/____ Concerns raised: __________ — Blank notes form - must stay below 75
Training module: giving manager feedback. Participants role-play a conversation with a team member about attendance. — Training material - must stay below 75
unrelated generic text without domain phrases — No relevant topic phrases present
placeholder value 12345 — Random text should not match topic-specific regex
employee interview — Generic word pair from old broad template should not match

Known false positives

Policies, directives, fact sheets, guidance and training material that name the record type. Mitigation: Enforce tiers require a populated person field; guidance text has labels without values and guidance/training/media-release framing is excluded.
Blank forms, templates and HR system configuration. Mitigation: Blank lines, square- and angle-bracket placeholders, XXX and n/a/tbc values are rejected by the placeholder guard; template/fixture words are excluded.
Aggregate statistics and news reporting. Mitigation: No populated person field, so these stay at 65 discovery.
Records that identify the person only in free text (no field label) fall to 65. Mitigation: Accepted precision trade-off; extend the person-field regex with the customer employee-id format to recover recall.