Employee Promotion

Overview

Below is a business-focused explanation of the Employee Promotion document in Dafater.

Employee Promotion – Business Overview

What this document is used for

Employee Promotion is used to formally record and manage an employee’s advancement within the organization. It captures changes such as a new job title, grade, level, department, or compensation that result from a promotion decision. This document serves as an official record of career progression and ensures that all related business areas—such as payroll, budgeting, and organizational planning—are aligned with the promotion.

Prerequisites and setup requirements

Before using Employee Promotion, the following should be in place in Dafater: - The employee must already exist in the system with an active employment record. - Job roles, grades, or position levels should be defined so promotions can be accurately assigned. - Salary structures or compensation rules should be set up if the promotion includes a pay increase. - Approval authority and HR policies related to promotions should be clearly defined within the organization.

Typical workflow and business process fit

Promotion decision
Management or HR decides to promote an employee based on performance reviews, tenure, or business needs.
Creation of Employee Promotion
HR creates an Employee Promotion record, specifying the effective date and the new role, grade, or compensation details.
Review and approval
The promotion is reviewed and approved according to company policy, ensuring consistency and compliance.
Implementation
Once approved, the promotion becomes effective, and the employee’s new position and benefits take effect from the specified date.
Record keeping and reporting
The document remains as a historical record for audits, employee career tracking, and workforce planning.

Key business scenarios where Employee Promotion is essential

Recognizing high-performing employees with career advancement
Supporting internal mobility and succession planning
Implementing annual or periodic promotion cycles
Aligning employee growth with organizational restructuring
Maintaining accurate employee records for compliance and reporting

Important considerations for users

Ensure the effective date is correct, as it impacts salary, benefits, and reporting.
Confirm that the new role or grade aligns with approved organizational structures.
Communicate the promotion clearly to the employee before or alongside system updates.
Use Employee Promotion consistently to maintain accurate career history and avoid manual adjustments.
Review the business impact of promotions on payroll budgets and departmental costs.

In summary, Employee Promotion in Dafater is a vital business document that supports structured employee growth, transparent decision-making, and accurate workforce management.

Basic Information

Module: HR
Document Type: Other

Fields

Field Name	Label	Type	Required	Options	Description
employee	Employee	Link	✓	Employee	Employee being promoted within Dafater.
employee_name	Employee Name	Data		-	Full name of the employee for reference.
department	Department	Link		Department	Department where the employee is assigned post-promotion.
salary_currency	Salary Currency	Link		Currency	Currency used for salary values in Dafater.
promotion_date	Promotion Date	Date	✓	-	Effective date of the employee promotion.
company	Company	Link		Company	Company within Dafater where promotion applies.
promotion_details	promotion_details	Table		Employee Property History	History of property changes associated with the promotion.
current_ctc	Current CTC	Currency		salary_currency	Employee’s total current cost to company.
revised_ctc	Revised CTC	Currency		salary_currency	Updated total cost to company after promotion.
amended_from	Amended From	Link		Employee Promotion	Reference to the promotion record being amended.

Child Tables

promotion_details (Employee Property History)

Field Name	Label	Type	Options	Description
property	Property	Data	-	Employee attribute or property being tracked for change history
current	Current	Data	-	Existing value of the property before update
new	New	Data	-	Updated value of the property after change
fieldname	Field Name	Data	-	System field identifier associated with the changed property

Permissions

Role	Read	Write	Create	Delete	Submit	Cancel
HR User	✓	✓	✓		✓
HR Manager	✓	✓	✓	✓	✓	✓
Employee	✓

DocType	Relationship	Module
Company	Links to	Setup
Currency	Links to	Geo
Department	Links to	Setup
Employee	Links to	Setup
Employee Promotion	Links to	HR

Employee Promotion

Overview