Career Development Hub

Promotion Philosophy

MAKE OWN SLIDE: Development is an individualized process and will look different for every person based on where their strengths and growth opportunities exist. This resource contains suggested development opportunities, which should be customized in partnership with your Home Manager based on your development opportunities and career aspirations.

Promotions are contingent on circumstances such as business performance, revenue, organizational growth, attrition, or the economy. Note: Based on business needs and in consultation with the People and Culture leader, a decision can be made by the CEO to promote (appoint) an individual to a higher level role; this usually applies to mission-critical roles, where an employee has made significant contributions that are evidence-based in their current role and has the necessary skills, and overall experience gained within and outside the organization to be successful in the role. The first 90 days are a probationary/ introductory period based on the completion of training. At the end of this period, the home manager will evaluate performance and skills aligned to the role.

Most promotions are aligned to the PDS cycle.

Career Development Hub

Own your journey. Partner for success.

Non-Programmatic Title Grades

All employees in this role could manage complex programs/services as well as assign and monitor the work of employees, contractors and/or interns.

Sr. director

All employees in this role could manage complex programs/services and assign and monitor the work of employees, contractors, and/or interns.

Manage complex programs/services and assign and monitor the work of contractors and/or interns.

Manage complex programs/services and assign and monitor the work of contractors and/or interns.

Work stream for this role is either more complex than that of a Specialist or employee has more experience compared to Specialist-level role.

Career Development Hub

Own your journey. Partner for success.

sr. manager

Sr. specialist

specialist

(Associate, Assistant, or Coordinator)

manager

director

Promotion Requirements

hiring/promotion requirements

Career Development Hub

Own your journey. Partner for success.

Existing Employees:

• Option 1: One year of experience in the current role with an overall successful recent PDS rating of Exceeds. Employee demonstrated they have excelled in their current role and can take on greater complexity within their current responsibilities.
• Option 2: Employee applies for an open and more senior role and completes the relevant phases of the application process.
• Employees must be in their current role for at least six months.

New Hires:

• Initially hired into the role with applicable work experience and the necessary skill set to offer operational, administrative, or technical support to senior leaders.

Expand or Make a Lateral Leap

Identify the skills needed to make a lateral leap by:

• Reviewing job description for lateral role and identifying overlapping skills to current role and skills gaps that need to be addressed
• Make a plan to address skills gaps
• Meet with others who do the job and/or Home Manager for role to gain insight into what is needed to be successful in role

lateral/functional leap

expand in your role

Expand your skillset in your current role by:

• Working with your Home Manager to discuss career goals and put together a development plan
• Identifying skill gaps and using Boon Health 1:1 Coaching, Paylocity Learning, and LinkedIn Learning to upskill
• Use LinkedIn AI as a personal coach to suggest learning resources to help you upskill
• Contributing to projects, affinity groups, and other organizational events and opportunities

Career Development Hub

Own your journey. Partner for success.

Important Resources

Career Development Hub

Own your journey. Partner for success.

Ask People & Culture in paylocity community

Interview preparation

Resume review and feedback

People & Culture Support Services

Job Descriptions

PDS Slide Deck

Salary & Associated Policies

Paylocity Learning

Boon Health

LinkedIn Learning

Title Grade Definitions

Skills-Based Training

Career Development Hub

Own your journey. Partner for success.

Most promotions are aligned to the PDS cycle.

+ Info

+ Info

+ Info

+ Info

+ Info

Existing Employees:

• Option 1: One year of experience in the Manager role with an overall successful recent PDS rating of Exceeds. Employee demonstrated they have excelled in their current role and can take on greater complexity within their current responsibilities.
• Option 2: Employee applies for an open and more senior role and completes the relevant phases of the application process.

sr. manager, program

Sr. specialist, program

Existing Employees:

• Option 1: One year of experience in the Specialist role with an overall successful recent PDS rating of Exceeds. Employee demonstrated they have excelled in their current role and can take on greater complexity within their current responsibilities.
• Option 2: Employee applies for an open and more senior role and completes the relevant phases of the application process.

New Hires:

• Initially hired into the role with applicable work experience and the necessary skill set to offer operational, administrative, or technical support to senior leaders.

Existing Employees:

• Option 1: One year of experience in the Sr. Specialist role with an overall successful recent PDS rating of Exceeds. Employee demonstrated they can take on different levels of responsibilities.
• Option 2: Employee applies for an open and more senior role and completes the relevant phases of the application process.

Career Role Progressions: Programmatic Roles

Expand in your role, make a lateral move, or progress linearly

specialist, Program

(Associate, Assistant, or Coordinator)

manager, program

director, program

Existing Employees:

• Option 1: One year of experience in the Sr. Manager role with an overall successful recent PDS rating of Exceeds. Employee demonstrated they can take on different levels of responsibilities.
• Option 2: Employee applies for an open and more senior role and completes the relevant phases of the application process.

Most promotions are aligned to the PDS cycle.

Ask People & Culture in paylocity community

Interview preparation

Resume review and feedback

People & Culture Support Services

Job Descriptions

PDS Slide Deck

Salary & Associated Policies

Paylocity Learning

Boon Health

+ Info

LinkedIn Learning

Title Grade Definitions

Important Links

Career Role Progressions: Programmatic Roles

Expand in your role, make a lateral move, or progress linearly

Sr. director, program

Existing Employees:

• Option 1: Two years of experience in the Director role with an overall successful recent PDS rating of Exceeds. Employee demonstrated they have excelled in their current role and can take on greater complexity within their current responsibilities.
• Option 2: Employee applies for an open and more senior role and completes the relevant phases of the application process.

Identify the skills needed to make a lateral leap by:

• Reviewing job description for lateral role and identifying overlapping skills to current role and skills gaps that need to be addressed
• Make a plan to address skills gaps
• Meet with others who do the job and/or Home Manager for role to gain insight into what is needed to be successful in role

lateral/functional leap

expand in your role

Expand your skillset in your current role by:

• Working with your Home Manager to discuss career goals and put together a development plan
• Identifying skill gaps and using Boon Health 1:1 Coaching, Paylocity Learning, and LinkedIn Learning to upskill
• Use LinkedIn AI as a personal coach to suggest learning resources to help you upskill
• Leading or contributing to projects, affinity groups, and other organizational events and opportunities

The Program Senior Manager’s workstream is either more complex than that of a Manager, or they have more experience in the role compared to a Manager. The Program Senior Manager is generally learning to be Project Leader and Home Manager. The Program Senior Manager may be a Home Manager. The Program Senior Manager collaborates with others within their project teams and across the organization to meet their goals, takes ownership of the organization’s systems and processes, and implements them consistently and successfully. Employees must complete all training listed under Manager, Program plus:

• Role-specific

• Critical Thinking & Problem Solving

• Inclusive Leadership

X CLOSE

The Program Senior Director will often act as a Home Manager. The Senior Director will often be a Project Leader but could hold multiple other roles on Project Teams. The Program Senior Director helps set the goals, creates the systems and processes for meeting the goals, delegates work to team members, and supervises the implementation of these systems and processes to meet the goals for projects that require greater complexity and cross-project and organizational impact. The Program Senior Director’s workstream is either more complex than a Director’s, or they have more experience in the role compared to a Director, or they may manage a larger group of people in the organization (which is also a type of complexity). Additionally, all employees in this role must complete the training listed under Director as well as the following:

• Role-specific
• Strategic Thinking

X CLOSE

Promotions are contingent on circumstances such as business performance, revenue, organizational growth, attrition, or the economy. Please Note: Based on business needs and in consultation with the People and Culture leader, a decision can be made by the CEO to promote (appoint) an individual to a higher level role; this usually applies to mission-critical roles, where an employee has made significant contributions that are evidence-based in their current role and has the necessary skills, and overall experience gained within and outside the organization to be successful in the role. The first 90 days are a probationary/ introductory period based on the completion of training. At the end of this period, the home manager will evaluate performance and skills aligned to the role. Development is an individualized process and will look different for every person based on where their strengths and growth opportunities exist. This resource contains suggested development opportunities, which should be customized in partnership with your Home Manager based on your development opportunities and career aspirations.

The Program Director will often act as a Home Manager. The Program Director will often be a Project Leader but could hold multiple other roles on Project Teams. The Program Director continues to help set the goals, create the systems and processes for meeting the goals, delegate work to team members, and supervise the implementation of these systems and processes to meet the goals. Employees must complete all training listed under Sr. Manager plus:

• Role-specific
• Project Management for Leaders
• Monday.com Advanced
• Holding Your Team Accountable
• Building High-Performing Teams
• The Manager's Guide to Career Conversations in the Age of AI

X CLOSE

Identify the skills needed to make a lateral leap by:

• Reviewing job description for lateral role and identifying overlapping skills to current role and skills gaps that need to be addressed
• Make a plan to address skills gaps
• Meet with others who do the job and/or Home Manager for role to gain insight into what is needed to be successful in role

lateral/functional leap

expand in your role

Expand your skillset in your current role by:

• Working with your Home Manager to discuss career goals and put together a development plan
• Identifying skill gaps and using Boon Health 1:1 Coaching, Paylocity Learning, and LinkedIn Learning to upskill
• Use LinkedIn AI as a personal coach to suggest learning resources to help you upskill
• Leading or contributing to projects, affinity groups, and other organizational events and opportunities

The Program Manager can hold many different roles on multiple projects given capacity, skills, and competencies. They ideally support approximately 1-3 projects, depending on complexity. The Program Manager may be Home Managers. The Program Manager continues to collaborate with others within their project teams and across the organization to meet their goals, take ownership of the organization’s systems and processes, and implement them with consistency and success. Employees must complete all training listed under Sr. Specialist, Program plus:

• Role-specific
• Project Management 101

• Monday.com Essentials
• Home Manager Training

• Emotional Intelligence

X CLOSE

The Program Specialist can hold any role on a Project Team, given time, capacity, competencies, skills, and interests. All employees in this role must complete training within 120 days for:

• Role-specific
• Time Management

• Teaching Lab Values
• Remote Working

X CLOSE

Promotions are contingent on circumstances such as business performance, revenue, organizational growth, attrition, or the economy. Please Note: Based on business needs and in consultation with the People and Culture leader, a decision can be made by the CEO to promote (appoint) an individual to a higher level role; this usually applies to mission-critical roles, where an employee has made significant contributions that are evidence-based in their current role and has the necessary skills, and overall experience gained within and outside the organization to be successful in the role. The first 90 days are a probationary/ introductory period based on the completion of training. At the end of this period, the home manager will evaluate performance and skills aligned to the role. Development is an individualized process and will look different for every person based on where their strengths and growth opportunities exist. This resource contains suggested development opportunities, which should be customized in partnership with your Home Manager based on your development opportunities and career aspirations.

Workstream for this role is either more complex than that of a Specialist or employee has more experience compared to Specialist-level role. The Program Sr. Specialist can hold any role on a Project Team, given time, capacity, competencies, skills, and interests. Employees must complete all training listed under Specialist, Program plus:

• Role-specific
• Resilience: Managing Stress, Anxiety, and Burnout

X CLOSE

Identify the skills needed to make a lateral leap by:

• Reviewing job description for lateral role and identifying overlapping skills to current role and skills gaps that need to be addressed
• Make a plan to address skills gaps
• Meet with others who do the job and/or Home Manager for role to gain insight into what is needed to be successful in role

lateral/functional leap

expand in your role

Expand your skillset in your current role by:

• Working with your Home Manager to discuss career goals and put together a development plan
• Identifying skill gaps and using Boon Health 1:1 Coaching, Paylocity Learning, and LinkedIn Learning to upskill
• Use LinkedIn AI as a personal coach to suggest learning resources to help you upskill
• Leading or contributing to projects, affinity groups, and other organizational events and opportunities

Identify the skills needed to make a lateral leap by:

• Reviewing job description for lateral role and identifying overlapping skills to current role and skills gaps that need to be addressed
• Make a plan to address skills gaps
• Meet with others who do the job and/or Home Manager for role to gain insight into what is needed to be successful in role

lateral/functional leap

expand in your role

Expand your skillset in your current role by:

• Working with your Home Manager to discuss career goals and put together a development plan
• Identifying skill gaps and using Boon Health 1:1 Coaching, Paylocity Learning, and LinkedIn Learning to upskill
• Use LinkedIn AI as a personal coach to suggest learning resources to help you upskill
• Contributing to projects, affinity groups, and other organizational events and opportunities