Promotion Recommendation Form

A structured form for recommending an employee for promotion, capturing scope, impact, level expectations, current and proposed title, and effective date.

Employee Information

• Employee Name
• Employee ID
  Optional if your HR system already links this form to the employee record.
• Department
• Manager Name

Current and Proposed Role

• Current Title
• Current Level
  Use your organization's level naming convention if applicable.
• Proposed Title
• Proposed Level
• Promotion Type
• Proposed Effective Date
  Select the intended effective date for the promotion.

Scope and Impact

• Business Justification
  Summarize why this promotion is being recommended, focusing on measurable results and business need.
• Expanded Scope of Work
  Describe how the employee's responsibilities have grown in breadth, complexity, or autonomy.
• Impact Summary
  Describe the employee's impact on team, department, customers, or business outcomes.
• Evidence of Results
  Optional supporting examples, metrics, or accomplishments that demonstrate readiness for promotion.

Level Expectations

• Does the employee consistently meet the expectations of the proposed level?
• Technical or Functional Depth
• Leadership and Influence
• Independence and Judgment
• Remaining Development Areas
  Note any gaps or development areas that should be addressed after promotion.

Approvals and Notes

• Compensation Notes
  Optional. Include only if needed for HR review; do not enter sensitive salary details unless required by your process.
• Supporting Documents
  Upload performance reviews, calibration notes, or other supporting evidence.
• Additional Comments
  Add any context for HR or approvers.
• I confirm this recommendation is accurate and supported by documented performance and scope changes.