Free Printable Employee Promotion Checklist Template
Printable Employee Promotion Checklist
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.
