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Run: Promotion Recommendation Form

A Promotion Recommendation Form for documenting why an employee should move to a new title or level, with scope, impact, and level-expectation evidence in on...

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Employee Information

Employee Name (required)

Employee ID

Optional if your HR system already links this form to the employee record.

Department (required)

Manager Name (required)

Current and Proposed Role

Current Title (required)

Current Level

Use your organization's level naming convention if applicable.

Proposed Title (required)

Proposed Level

Promotion Type (required)

Proposed Effective Date (required)

Select the intended effective date for the promotion.

Scope and Impact

Business Justification (required)

Summarize why this promotion is being recommended, focusing on measurable results and business need.

Expanded Scope of Work (required)

Describe how the employee's responsibilities have grown in breadth, complexity, or autonomy.

Impact Summary (required)

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? (required)

Technical or Functional Depth (required)

Leadership and Influence (required)

Independence and Judgment (required)

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. (required)

Yes No N/A

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Email (required)

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