Purpose
State the objective and scope of the policy, including who is covered and which types of opportunities are included (promotions, lateral moves, training).
A formal policy reduces ambiguity, supports nondiscrimination and audit readiness, improves transparency for employees, and documents consistent processes for selection and appeals. Clear written procedures lower the risk of disputes and help HR demonstrate adherence to employment laws and internal controls.
Typical internal users and stakeholders who create, apply, or enforce the policy are listed below.
Roles follow the policy at different stages; clear role definitions speed processing and reduce errors.
State the objective and scope of the policy, including who is covered and which types of opportunities are included (promotions, lateral moves, training).
Define eligibility rules such as tenure, performance thresholds, certification requirements, and exceptions with examples for clarity.
Describe how and where opportunities are posted, required minimum posting periods, and the notification process for internal candidates.
Outline application steps, required documents, review criteria, scoring methods, and the roles of hiring panels or approvers.
Explain decision timelines, communication of outcomes, documentation required, and an internal appeal or reconsideration pathway.
Specify which records to retain (applications, assessment notes, approvals), retention periods, access controls, and audit-trail requirements.
| Field | Configuration |
|---|---|
| Notification Method | Email and in-system alerts; optional SMS for urgent postings |
| Access Control | Role-based groups (HR, managers, employees) with read/write limits |
| Signing Method | Electronic signature per ESIGN with audit trail enabled |
| Archive Location | Secure HR document repository with versioning enabled |
Choose platform settings that preserve audit trails, protect data, and match your authentication needs.
Ensure the chosen platform supports your retention and access control policies and meets any regulatory controls required by industry.
Policy takes effect on the specified MM/DD/YYYY date.
Typically 5–14 business days for internal postings.
Set a firm closing date and local cutoff time.
Aim for a written decision within 10 business days of review.
See retention timeline for retention start and duration.
HR drafts position details and posts per policy.
Employees submit applications before the deadline.
Panel or manager evaluates candidates and documents the decision.
Communicate outcome and store records with audit trail.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Varies | Varies | Varies | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Varies | Varies | Varies | Varies |
Optica used an electronic process to streamline candidate acknowledgements and onboarding documents.
A small operator moved offer letters and internal promotion acknowledgements fully online.