Printable Employee Promotion Checklist

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1. Eligibility Criteria

• Verify the employee meets the minimum tenure requirement.

• Confirm performance reviews are positive and meet promotion standards.

• Check for completion of any necessary training or certifications.

• Assess the employee's contributions and achievements in their current role.

2. Performance Evaluation

• Conduct a formal performance appraisal.

• Gather feedback from peers, supervisors, and team members.

• Document examples of the employee's leadership and initiative.

• Evaluate how the employee has met or exceeded goals and objectives.

3. Promotion Criteria

• Review the job description for the new position.

• Assess the employee's readiness for increased responsibilities.

• Confirm alignment with company values and culture.

4. Documentation Preparation

• Prepare a promotion proposal or recommendation.

• Collect and summarize relevant performance data.

• Include feedback from stakeholders and team members.

5. Manager Approval

• Obtain approval from the employee's direct manager.

• Review the promotion proposal with HR for compliance with company policies.

• Schedule a meeting with upper management (if required).

6. Communication Plan

• Plan how to communicate the promotion to the employee.

• Prepare a formal promotion letter or notification.

• Decide on the announcement method for the rest of the team.

7. Onboarding for New Role

• Develop a transition plan for the employee's current responsibilities.

• Schedule training or orientation for the new position.

• Assign a mentor or buddy to assist with the transition.

8. Compensation and Benefits

• Review and adjust the employee's salary based on the new position.

• Confirm any changes to benefits or bonuses.

• Communicate compensation details to the employee.

9. Feedback and Follow-up

• Schedule a follow-up meeting to discuss the transition to the new role.

• Collect feedback from the employee regarding the promotion process.

• Monitor the employee’s adjustment to their new responsibilities.

10. Final Checklist

• Ensure all documentation is complete and filed appropriately.

• Update employee records in the HR system.

• Celebrate the promotion with the team (optional).

Notes:

• Tailor this checklist to fit the specific policies and procedures of your organization.

• Ensure that all steps comply with company policies and legal regulations regarding promotions.

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