Promotion Assessment Form

Promotion Assessment Form for Philippines

Promotion Assessment Form Template for Philippines

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What is a Promotion Assessment Form?

The Promotion Assessment Form is a crucial document used in Philippine organizations to evaluate employees for career advancement opportunities. This formal assessment tool is designed in accordance with the Labor Code of the Philippines and DOLE guidelines, ensuring fair and objective evaluation of employees for promotion considerations. The form captures essential information including performance history, competency assessments, leadership capabilities, and professional development achievements. It serves as both a decision-making tool and a legal record of the promotion process, protecting both employer and employee interests. The document is particularly important in the Philippine context where merit-based promotion systems are mandated by law and proper documentation of personnel actions is required.

What sections should be included in a Promotion Assessment Form?

1. Employee Information: Basic details of the employee including name, current position, department, employment duration, and employee ID

2. Current Role Details: Information about the employee's present position, responsibilities, and tenure in current role

3. Proposed Position: Details of the position being considered for promotion, including job grade and department

4. Performance Assessment: Evaluation of employee's performance in current role, including achievement of KPIs and objectives

5. Competency Evaluation: Assessment of required skills, knowledge, and competencies for the proposed position

6. Leadership Capabilities: Evaluation of leadership and management skills, particularly relevant for supervisory or management positions

7. Training and Development: Record of completed training, certifications, and professional development activities

8. Attendance and Discipline: Review of attendance record and any disciplinary actions in the assessment period

9. Overall Recommendation: Final evaluation and promotion recommendation from immediate supervisor

10. Review and Approval: Signatures and comments from relevant authorities in the approval chain

What sections are optional to include in a Promotion Assessment Form?

1. Project Contributions: Assessment of special projects or initiatives led by the employee, used when project management is relevant to the role

2. Technical Skills Assessment: Detailed evaluation of specific technical skills, included for technical positions

3. Client/Customer Feedback: Summary of client or customer feedback, relevant for customer-facing roles

4. Cross-functional Capabilities: Evaluation of ability to work across departments, included for matrix organization roles

5. Innovation and Improvement Initiatives: Assessment of contributions to innovation and process improvement, relevant for strategic roles

6. Language Proficiency: Evaluation of language skills, included when required for the proposed position

7. Regulatory Compliance: Assessment of compliance with industry regulations, included for regulated industries

What schedules should be included in a Promotion Assessment Form?

1. Performance Metrics Summary: Detailed breakdown of performance indicators and achievements over the assessment period

2. Job Competency Matrix: Detailed competency requirements for the proposed position and assessment results

3. Training Records: Comprehensive list of completed training programs and certifications

4. Performance History: Summary of performance ratings from previous evaluation periods

5. Position Requirements Checklist: Checklist comparing employee qualifications against minimum requirements for the proposed position

6. Salary Grade Matrix: Information about the salary grade and benefits for the proposed position

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions

Clauses

Relevant Industries

Banking and Finance

Information Technology

Manufacturing

Retail

Healthcare

Education

Government Services

Business Process Outsourcing

Construction

Telecommunications

Hospitality

Professional Services

Energy and Utilities

Transportation and Logistics

Media and Entertainment

Relevant Teams

Human Resources

People Operations

Talent Management

Learning and Development

Employee Relations

Performance Management

Compensation and Benefits

Recruitment

Legal

Compliance

Senior Management

Department Management

Relevant Roles

Human Resources Manager

HR Business Partner

Talent Development Specialist

Department Manager

Line Supervisor

Division Head

HR Director

Compliance Officer

Training Manager

Performance Management Specialist

Employee Relations Manager

Recruitment Manager

Compensation and Benefits Manager

HR Operations Manager

Organization Development Specialist

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Training Feedback

A Philippine-compliant document for collecting and evaluating training program feedback while adhering to local data privacy and labor regulations.

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What is a Promotion Assessment Form?

What sections should be included in a Promotion Assessment Form?

What sections are optional to include in a Promotion Assessment Form?

What schedules should be included in a Promotion Assessment Form?

Authors

Alex Denne

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