<aside> 👉 Make sure to read the ‣ before you start this process.

We don’t do retroactive promotions. Managers are responsible for working on the promotions in a timely manner to be applicable on the desired Effective date.

</aside>

Once you've made up your mind

<aside> 📌 If you are considering a promotion for an employee who is a Foreign National working pursuant to a visa, you must check with the Compliance Specialist and/or your HRBP to see if there are any considerations that must first be taken from an immigration perspective.

</aside>

1️⃣  Create a doc that clearly outlines why you're making this decision.

<aside> 👉 This document should be built by the Manager, not the employee. Promoting People is part of a Manager’s role.

</aside>

Use the Promotion doc template but don’t make the doc public yet.

Make sure you complete all the properties you can, including the effective date. Add a reviewer (usually your Manager) before jumping to the next step and your HRBP, just so they can review your document and come back to you with either the final approval or improvements to be made.

<aside> 👉 Make sure you use the Promotions Template when you’re creating the Promotion document

</aside>

2️⃣  Once you’ve prepared the document, please go directly to Rippling, find the person’s profile and request a change of Level (and Job Title if applicable).

<aside> 👉 This request triggers the formal Promotion process.

</aside>

Follow these steps:

• Move the Promotion doc you’ve built in the Promotion database
• Go to the Rippling profile of the employee you want to modify the level for.
• Go to the section → "Role information" and click on Edit.
• Find the Level Field (and any other you want to modify - such as Title, Team, Etc…) and update it. Please carefully add the date you want this change to be effective from. This needs to match the information in the Promo doc you’ve prepared in Step 1.
• Done! nothing else to do on your side.

3️⃣  Once you’ve updated Rippling, your HRBP is notified. They will review the document. If there’s any issue, they will communicate it to you.