Promotion Form Template
Give employees a clear, formal process for requesting or nominating someone for a promotion.
Promotion decisions should be based on performance and potential, but if the process for requesting or nominating someone is unclear or inconsistent, the outcomes often reflect who spoke up rather than who deserved it. Without a structured channel, promotion conversations happen informally and criteria get applied unevenly.
A Typeform promotion form creates a consistent process for everyone. Whether you use it for self-nominations, manager recommendations, or formal review cycles, the form collects performance evidence, role history, and supporting context in the same format for every candidate. That consistency makes it easier for decision-makers to compare and evaluate fairly.
Customize the form with your organization's promotion criteria and career levels, add your HR branding, and share it with managers or employees during the review window.
A promotion form is a structured document used to formally request or recommend an employee for a higher role or pay grade. It captures the employee's current role, tenure, performance history, and the case for why they're ready for advancement.
A formal promotion process with consistent documentation ensures decisions are based on the same criteria for everyone. It reduces the risk of bias, creates a record of the recommendation and the reasoning behind it, and gives decision-makers the information they need to evaluate each case fairly.
Capture the evidence needed to support the recommendation:
- Employee name, current role, department, and tenure
- Role being requested or recommended for
- Specific achievements and contributions since last review
- Performance ratings from recent review cycles
- Examples of demonstrated competencies for the target role
- Manager assessment and endorsement
- Development areas and plan for addressing them
- Proposed effective date for the promotion
That depends on your process. Some organizations have managers complete the form as part of a top-down review cycle. Others allow employees to self-nominate, with manager sign-off as a separate step. You can design the form for either approach or include both perspectives in a single submission.
Promotion forms work well as a component within a wider performance review process. You can share the form during the annual or mid-year review window, integrate responses with your HRIS via Typeform's integrations, and use the submissions to inform compensation planning discussions.
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