Eligibility Requirements
Establishes the qualifications, performance expectations, and employment conditions employees must meet for promotion or transfer consideration.

Internal Opportunities & Applications
Outlines how eligible employees may learn about, express interest in, and apply for available positions.

Selection & Decision-Making
Provides a consistent framework for evaluating qualifications, experience, performance, and organizational needs.

Approvals & Management Responsibilities
Defines the responsibilities of HR, current and receiving managers, and organizational leaders throughout the decision process. 

Compensation & Employment Changes
Addresses applicable changes to pay, classification, responsibilities, work location, schedule, and other employment terms.

Transition Planning
Establishes expectations for communicating decisions, transferring responsibilities, and supporting an orderly move into the new role.

Who This Policy Is For

Designed for organizations seeking a consistent, professional framework for managing employee promotions and transfers.

A strong fit for small and mid-sized organizations, nonprofits, growing employers, lean or one-person HR teams, and managers who need clear, repeatable practices for evaluating internal candidates, approving employment changes, communicating decisions, and managing role transitions. 

How to Use This Template

Start with a professionally structured framework, then tailor it to your organization.

Customize the editable Word template to reflect your organization’s eligibility requirements, internal application process, selection criteria, approval responsibilities, and transition practices. Coordinate it with related recruitment, compensation, performance management, and equal employment opportunity policies, communicate the process to employees and managers, and review it periodically as organizational needs change.