Employee promotion process
Template
Now you can evaluate your employees through an intuitive interface with the new Employee Promotion Process template. Register the requests and evaluate which employees are ready for a promotion.
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Template structure
See how this template is structured. As this is just an example, you can customize it.
Start form
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1. Employee name
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2. Employee email
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3. Admission date
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4. Requester name
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5. Request justification
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6. Promotion type
- Horizontal promotion
- Vertical promotion
- Dry promotion
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7. Promotion criteria
- Merit and ability
- Performance
- Educational/technical qualifications
- Assessment of potential
- Length of service (seniority)
- Spacing of the promotion and career span of the individual
- Training
Employee evaluation
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1. Describe employee's last year performance
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2. Request approval
- Approved! Move the card to the next phase.
- Not approved. Provide the reasons in the field below and move the card to "Archived".
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3. Refusal reasons
Job title definition
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1. What is the best job title to define the employee's new position?
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2. Does the department manager approve this promotion?
- Yes
- No
Preparation
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1. Are additional documents necessary?
- Yes (attach them below).
- No
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2. Documents
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3. Expected date for starting new position
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4. Meeting to inform the employee
Meeting with employee
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1. Meeting comments
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2. Has the employee accepted the promotion terms?
- Yes
- No