Employee Promotion Process Checklist ( HR )

This checklist outlines the steps necessary to manage the employee promotion process effectively, ensuring that all relevant procedures are followed for a fair and transparent promotion.

• Initiate Promotion Request

  The immediate supervisor submits a formal promotion request, detailing the reasons for the proposed promotion and the employee's qualifications.

• Review Employee Performance

  Assess the employee's performance using the performance review metrics and feedback from relevant stakeholders.

• Check Eligibility Criteria

  Verify that the employee meets the eligibility criteria for promotion, including tenure, skill level, and any other specific requirements.

• Conduct Promotion Panel Review

  Organize a panel meeting with HR and relevant department heads to discuss the promotion request and review the employee's qualifications.

• Make Promotion Decision

  The panel makes a collective decision regarding the promotion, which is documented along with the rationale.

• Notify the Employee

  Communicate the decision to the employee and provide feedback on the promotion process, including any areas for future development.

• Update Employee Records

  Ensure that the employee's records are updated to reflect the new position, including title, salary, and reporting structure.

• Announce Promotion

  Officially announce the promotion to the team and the wider organization, celebrating the employee's achievement.