Learning

Promotion Planning Process

Tasks & Phases Included in This Workflow

Phase 1: Eligibility and Criteria Setting

1. Define Promotion Criteria

Establish clear, objective criteria for promotion, including performance metrics, leadership qualities, and specific skills or experience required.

2. Communicate Criteria

Share the promotion criteria and process with all employees to ensure transparency and understanding.

Phase 2: Application and Initial Assessment

3. Open Application Process

Allow eligible employees to apply for promotion. Use a system like Mosaico to manage applications and documentation.

4. Initial Screening

Screen applications against the set criteria to identify qualified candidates.

Phase 3: Evaluation and Decision

5. Conduct Evaluations

Organize interviews, performance reviews, and possibly practical assessments to evaluate candidates thoroughly.

6. Select Candidates

Choose candidates for promotion based on evaluation results and organizational needs.

Phase 4: Development and Transition

7. Prepare for Role Transition

Offer role-specific training and mentorship to prepare the promoted employees for their new responsibilities.

8. Formalize Promotion

Officially announce the promotion and update the organizational structure and records in Mosaico.

Overview

This workflow manages the process of identifying, evaluating, and promoting internal candidates, ensuring that promotions are merit-based and contribute to career development.

Key Workflow Features

  • Criteria-based assessment
  • Transparent application and review process
  • Development and preparation for promoted roles
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