Promotion Proposal
Overview
Promotion Management deals with the advancement of an employee's rank or position in an organizational hierarchy system. A promotion can involve advancement in terms of designation, salary and benefits, and in the type of job activities. This screen holds the promotion proposal information for a given employee. It includes the Reviewer, Approver and Proposed Position (Employee Position) for the employee to be reviewed. When approved, a notification will be forwarded to recruitment for open opportunities.
The promotion management provides two types of potential promotion opportunities:
- Permanent: a permanent promotion can be established within the system in two separate ways; automatically or manually. Automatic promotion is established through the promotion policy system parameters. Promotion Policies define the number of days or hours that an employee needs to be in a specific position before being promoted. Manually recommended promotions may be entered and will follow under the recruitment management.
-Temporary: A temporary promotion is entered into the system manually and some examples include staff on leave, temporary vacancy, etc.
Navigation 
How to SEARCH:
- Enter the information to be used as retrieval criteria in the appropriate field (s). If you prefer to see a list of all Proposed Promotion, leave all fields blank.
- Click on the Find icon
.
The Proposed Promotions screen includes the following fields:
| Report Fields | Definition |
| Code | Unique identifier that is system generated. |
| Proposed Promotion Date | Date of proposed promotion. When the promotion is suggested to take place. |
| Expected End Date | Expected End date if the assignment is temporary (e.g. temporary promotion). |
| Review Date | Date that designated reviewers need to provide their feedback for the Approver to make a decision. |
| Requested Date | Date when the record was entered. |
| Approved Date | Date the promotion is approved. Is provided by Approver. |
| Passed Date | Stores the date the Employee meets the Promotion Policy |
| Status | Promotion Proposal Status can be either: Created, Approval Requested, Approved, Rejected,Cancelled |
| Job Offer | Job offer specific to this Promotion for the given Employee. |
| Promotion Policy | The promotion policy ID. Automatically generated by the system. |
| Employee | Person who is being proposed for promotion |
| Requester | Person who is directly in charge of the employee OR in the HR organization |
| Temporary Position | Temporary position applicable. |
| Current Position | Employee's current substantive position |
| Proposed Position | Proposed position for the promotion |
| Recruitment Requisition | It is unique number to identify a new requisition. This number is auto generated |
| Approver | The person who approves the promotion request. |
| Language | Language used. |
| Remark | Description - relating to the workflow of this promotion request |
Create a Promotion Proposal Manually
The Promotion Proposal screen holds the promotion proposal information for a given employee.
To CREATE a Promotion Proposal, follow the steps below:
Navigation 
By default, you will be in Search Mode.
- Click on the New icon
(you will then be in Insert Mode). - Enter the new Proposed Promotion information. Fields with an asterisk
are mandatory fields. - Enter the Code if available. It may be system generated based on the configuration parameters.
- Code: Unique identification code of the Proposal.
4. Enter the Proposed Promotion Date, the Expected End Date, and the Review Date. Pick up all dates by clicking on the green calendar beside each field. 
- Proposed Promotion Date: Date the promotion proposal is submitted
- Expected End Date: Expected End date of the assignment.
5. Enter the Employee, Requester, Approver, Temporary Position, Current Position, Proposed Position and Employee Assignment by using the lookup icon located beside each field. 
6. Insert any comments or statements in the Remark field
Modify a Promotion Proposal
The Promotion Proposal screen holds the promotion proposal information for a given employee.
A Promotion Proposal can only be modified when the status is created.
To MODIFY a Promotion Proposal, follow the steps below:
Navigation 
By default, you will be in Search Mode.
- Enter the information to be used as retrieval criteria in the appropriate field(s).
If you prefer to see the list of all Proposed Promotions, leave all fields blank. - Click on the Find icon
. The list of Proposed Promotions meeting the retrieval criteria will appear. - Click on the Proposed Promotion you want to modify.
You will then be in Update/Delete Mode. - Make the necessary modification(s).
- Click on the Update icon
at the bottom of the screen to save your modifications.
Workflow Transition for Promotion Proposal
To submit an APPROVAL REQUEST for a Promotion Proposal, follow the steps below:
By default, you will be in Search Mode.
1. Find the Promotion Proposal you want to change the status to Approval Requested.
Note: The Promotion Proposal status should be Created.
- Enter the retrieval criteria
- Click on the Find icon
2. Select the Promotion Proposal for which you want to submit an Approval Request.
3. Select 'Approval Requested' from the drop down list in the Transition field.
4. A Transition Window will be displayed confirming the Transition. Add a description in the Step Note in the Transition Window.
5. Click on the Finish Icon 
to complete the Transition transaction, or click the Discard Icon 
to abort the transition.
6. Upon clicking the Finish Icon a window will be displayed confirming the Promotion Proposal Workflow Transition was executed.
7. Click Okay on the Workflow Transition Executed window. The Promotion Proposal status is now set to Approval Requested.
Approve a Promotion Proposal
To APPROVE a Promotion Proposal, follow the steps below:
By default, you will be in Search Mode.
1. Find the Promotion Proposal you want to change the status to Approved.
Note: The Promotion Proposal status should be Approval Requested.
- Enter the retrieval criteria
- Click on the find icon
2. Select the Promotion Proposal you want to Approve.
3. Select 'Approve' from the drop down list in the Transition field.
4. A Transition Window will be displayed confirming the Transition. Add a description in the Step Note in the Transition Window.
5. Click on the Finish Icon to complete the Transition transaction, or click the Discard Icon to abort the transition.
6. Upon clicking the Finish Icon a window will be displayed confirming the Promotion Proposal Workflow Transition was executed.
7. Click Okay on the Workflow Transition Executed window. The Promotion Proposal status is now set to Approved.
Reject a Promotion Proposal
To REJECT a Promotion Proposal, follow the steps below:
By default, you will be in Search Mode.
1. Find the Promotion Proposal you want to change the status to Rejected.
Note: The Promotion Proposal status should be Approval Requested.
- Enter the retrieval criteria
- Click on the Find icon
2. Select the Promotion Proposal you want to Reject.
3. Select 'Reject' from the drop down list in the Transition field.
4. A Transition Window will be displayed confirming the Transition. Add a description in the Step Note in the Transition Window.
5. Click on the Finish Icon to complete the Transition transaction, or click the Discard Icon to abort the transition.
6. Upon clicking the Finish Icon a window will be displayed confirming the Promotion Proposal Workflow Transition was executed.
7. Click Okay on the Workflow Transition Executed window. The Promotion Proposal status is now set to Rejected.
Cancel a Promotion Proposal
To CANCEL a Promotion Proposal, follow the steps below:
By default, you will be in Search Mode.
1. Find the Promotion Proposal you want to change the status to Cancelled.
Note: The Promotion Proposal status should be Created or Approval Requested or
- Enter Promotion ID, Date Requested, or other Attributes of the Promotion Proposal.
- Click on the Find icon
2. Select the Promotion Proposal you want to Cancel.
3. Select 'Cancel' from the drop down list in the Transition field.
4. A Transition Window will be displayed confirming the Transition. Add a description in the Step Note in the Transition Window.
5. Click on the Finish Icon to complete the Transition transaction, or click the Discard Icon to abort the transition.
6. Upon clicking the Finish Icon a window will be displayed confirming the Promotion Proposal Workflow Transition was executed.
7. Click Okay on the Workflow Transition Executed window. The Promotion Proposal status is now set to Cancelled.