Employee promotion process


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.

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  • 1. Employee name

  • 2. Employee email

  • 3. Admission date

  • 4. Requester name

  • 5. Request justification

  • 6. Promotion type

    • Horizontal promotion
    • Vertical promotion
    • Dry promotion
  • 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

  • 1. Describe employee's last year performance

  • 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".
  • 3. Refusal reasons

Job title definition

  • 1. What is the best job title to define the employee's new position?

  • 2. Does the department manager approve this promotion?

    • Yes
    • No


  • 1. Are additional documents necessary?

    • Yes (attach them below).
    • No
  • 2. Documents

  • 3. Expected date for starting new position

  • 4. Meeting to inform the employee

Meeting with employee

  • 1. Meeting comments

  • 2. Has the employee accepted the promotion terms?

    • Yes
    • No



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