Admins can collect and manage promotion nominations as part of a performance review cycle.
Pre-Setup
Creating a promotion nomination template
Before you can set up a performance review with promotion nominations, you will need to create a review template. The review template selected during promotion setup will be used by managers to submit their promotion nominations.
Assigning users as promotion nomination approvers
By default, super admins will have permission to approve or deny promotion nominations. In addition, you can grant additional users permission to approve or deny promotion nominations by assigning them to a custom role with the “Approve promotion nominations” targeted permission.
Setup
- During the set-up of an Org Chart review, navigate to Setup > Promotions> toggle on Include Promotion Nominations.
- Select a review template for managers to complete in the dropdown.
- Under Approvers, you will see a list of users who have permission to approve or deny promotion nominations.
- By default, super admins will have permission to approve or deny promotion nominations.
- In addition, any users granted targeted permission to approve or deny promotion nominations will also be listed here.
- Continue with the review cycle setup process.
Active cycle
Submitting promotion nominations as a manager
- Once the review cycle is launched, managers can navigate to Nominate your team on the left panel within the review cycle.
- Managers can select Nominate to complete a template for their direct reports.
- Once completed, select Submit nomination.
Note: Once a nomination has been submitted, managers will not be able to edit it.
Reviewing promotion nominations as a manager of managers
After nominations are submitted, manager of managers can view packets for direct and indirect reports by navigating to the review cycle > Promotions > Nominations in your org.
Send reminders to managers
Admins can send reminders to managers to complete their promotion nominations.
- Navigate to Admin > Reviews> select the review cycle.
- Select Promotions > Send reminders.
Approving promotion nominations
After nominations are submitted, super admins and users with targeted permission to approve promotions can access promotion packets from the Promotions tab.
- Navigate to Admin > Reviews> select the review cycle.
- Select Promotions.
- Next to the employee, select the dropdown to Approve or Deny the nomination.
End of cycle
At the end of the promotion nomination phase, admins can close nominations, which prevents any managers from submitting further. Promotion approvals will not be shared with the reviewees.
- Navigate to Admin > Reviews> select the review cycle.
- Select Promotions > Close Nominations.
Admins can also export a CSV with promotion results at any time. The following columns are included in the CSV export:
- Employee name
- Employee email
- Employee current title
- Employee department
- Current job function
- Current job level
- Current job type
- Current job start date
- Nominated by
- Nominator email
- Nominated date
- Status
The CSV will also include columns for the responses submitted by managers in their nominations.
Export a Promotion Nomination Packet as a PDF
As an admin:
- Navigate to Admin > Reviews > Performance Reviews > select the review cycle.
- Select Promotions > Select the name of the employee.
- In the right-hand context panel, select the Download button.
As a Manager/Manager of Managers:
- Navigate to Reviews > Performance > Find and open the review cycle.
- Navigate to Nominations > choose Nominate your team or Nominations in your org.
- Select View next to the employee.
- Select the Download button.