Promotion Request Form Template
Streamline Your Path to Promotion with This Template
Feeling overlooked for that promotion? This promotion request form template is designed to help employees like you make clear and compelling cases to your managers. By using this template, you'll effectively outline your achievements, set clear goals, and demonstrate your readiness for advancement. Additionally, it simplifies the process of requesting a meeting, provides a structured format for your proposal, and ensures that your request is professional and impactful. Start using the live template to take the first step towards your career growth.
When to use this form
Use this form when an employee is ready to move to a higher role or grade. It works well after a standout project, during annual reviews, or when a team needs a lead. Managers collect a clear business case, evidence of impact, and the proposed level and pay. HR benefits from a consistent record that routes for approval and audit. If the employee recently ended probation, reference the Probation period form. HR can also confirm baseline details with the New hire information form. The result is a faster, fair decision with less back-and-forth.
Must Ask Promotion Request Questions
- What role and level are you requesting, and what is your desired effective date?
This sets scope and timing so approvers can map to job architecture and budgets. It prevents delays by aligning title, level, and start date up front.
- What measurable results have you delivered in the last 6-12 months?
Metrics and outcomes show readiness beyond tenure or effort. Clear evidence helps reviewers calibrate across teams.
- Which competencies for the target role have you already demonstrated? Include 2-3 concrete examples.
Mapping your work to the defined competencies reduces bias. It also makes it easy to compare against promotion criteria.
- What business impact will this promotion enable in the next 6 months, and which KPIs will you own?
A forward-looking plan ties your request to company goals. Approvers can weigh ROI and priority.
- Does your manager support this request, and are there any performance or probation considerations?
Documenting manager alignment and any open items speeds approvals and avoids rework. If you recently finished or extended probation, add context from the Employee probation form.
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