Promotion form template

Before you decide what to include, think about what you need to know to make an informed decision. To get started, take a look through the template we’ve created for you. The template is totally customizable, so you can add your own questions to suit your needs.

As a guide, here are the four most important bits of info to collect:

• New job title proposal
• New salary expectation
• Current salary (for a quick comparison)
• A statement to support their application

If you’ve got a paid Typeform account, you can also add a file upload option. With this, applicants can attach resumes, work samples, course certificates and more to further justify their promotion request.

One of the most important parts of an employee promotion form is their supporting statement. So when you’re assessing their application, ask yourself:

1. Do they have all the qualities needed for their proposed role?
2. Is their statement thoughtful, well-researched and compelling?
3. Have their skills outgrown their current role?

All these questions can help you make an informed decision. But remember, this decision shouldn’t solely be based on their own application—their manager should be in support of the promotion, too.

Here are a few questions you can ask their manager, either through a typeform or in a meeting:

• Are they punctual and organized?
• Do they meet deadlines easily?
• Do they have a positive attitude?
• Are they proactive and eager to learn new things?
• Do they go above and beyond in their current role?
• Do you feel like they’ve earned this promotion? If so, why?