What action should be taken first when initiating a personnel action request?

Gathering the appropriate forms and supporting documentation is the first action to take when initiating a personnel action request because it lays the foundational groundwork for the entire process. Having the necessary forms and documentation in hand ensures that the request can be completed efficiently and accurately, which is crucial for adhering to procedures and timelines set forth by personnel management policies.

By starting with this step, you can avoid unnecessary delays that may arise from incomplete or incorrect submissions. Documentation typically includes things like personnel records, performance appraisals, and any specific forms related to the type of personnel action being requested. This preemptive organization promotes clarity and facilitates smoother interactions with personnel offices later on.

Other actions such as approaching a civilian personnel officer or notifying the unit commander are important but are best taken after ensuring all relevant documents are ready. Submitting a verbal request lacks the formality and traceability needed for official personnel actions, making it ineffective as an initial step.