Promotion Upgrade Requests

module: promotion-upgrade-requests
intent: null            # setup | advice | review | fix | build | convert | export
scale: null             # Starter | Growth | Scale, only if the answer changes it
areas:
  "Requests": null
  "Criteria": null
  "Approval": null
  "Current process": null
  "Outcome": null
requested_outputs: []   # csv | sql | json | notion | xlsx - requested formats only
confirmed_facts: []     # only what the user actually said
open_questions: []      # the unanswered ones, in the order worth asking

Request Title,Employee Name,Department,Request Type,Current Job Title,Current Grade,Requested Job Title,Requested Grade,Requested By,Justification,Linked Performance Review,OKR Score,Behaviour Score,Courses Completed,Time in Role (Months),Criteria Met,Current Salary,Proposed Salary,Currency,Increase %,Approver,Decision,Effective Date,Status,Upgrade ID
Promotion to L3,Aarav Sharma,Delivery,Promotion,HR Executive,L2,Finance Analyst,L3,Rohit Verma,Consistent delivery over 12 months,REV-2026-Q1,0.7,4,"Advanced SQL, Workplace Safety",18,FALSE,1450000.00,1624000.00,INR,12,Sneha Iyer,Approved,2026-01-15,Under Review,

CREATE TABLE promotion_upgrade_requests (
  request_title VARCHAR(255),
  employee_name VARCHAR(255),
  department VARCHAR(255),
  request_type VARCHAR(100) NOT NULL,
  current_job_title VARCHAR(255),
  current_grade VARCHAR(255),
  requested_job_title VARCHAR(255),
  requested_grade VARCHAR(255),
  requested_by VARCHAR(255),
  justification VARCHAR(255),
  linked_performance_review VARCHAR(255),  -- relation -> target record
  okr_score NUMERIC NOT NULL,
  behaviour_score NUMERIC NOT NULL,
  courses_completed VARCHAR(255),
  time_in_role_months NUMERIC NOT NULL,
  criteria_met BOOLEAN NOT NULL,
  current_salary NUMERIC(14,2) NOT NULL,
  proposed_salary NUMERIC(14,2) NOT NULL,
  currency VARCHAR(255),
  increase_pct NUMERIC NOT NULL,
  approver VARCHAR(255),
  decision VARCHAR(255),
  effective_date DATE NOT NULL,
  status VARCHAR(100) NOT NULL,
  upgrade_id SERIAL PRIMARY KEY,
  created_at TIMESTAMP DEFAULT NOW(),
  updated_at TIMESTAMP DEFAULT NOW()
);

CREATE INDEX idx_promotion_upgrade_requests_status ON promotion_upgrade_requests (status);

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "title": "Promotion & Upgrade Requests",
  "type": "object",
  "additionalProperties": false,
  "properties": {
      "Request Title": { "type": "string" },
      "Employee Name": { "type": "string" },
      "Department": { "type": "string" },
      "Request Type": { "type": "string" },
      "Current Job Title": { "type": "string" },
      "Current Grade": { "type": "string" },
      "Requested Job Title": { "type": "string" },
      "Requested Grade": { "type": "string" },
      "Requested By": { "type": "string" },
      "Justification": { "type": "string" },
      "Linked Performance Review": { "type": "string" },
      "OKR Score": { "type": "number" },
      "Behaviour Score": { "type": "number" },
      "Courses Completed": { "type": "string" },
      "Time in Role (Months)": { "type": "number" },
      "Criteria Met": { "type": "boolean" },
      "Current Salary": { "type": "number" },
      "Proposed Salary": { "type": "number" },
      "Currency": { "type": "string" },
      "Increase %": { "type": "number" },
      "Approver": { "type": "string" },
      "Decision": { "type": "string" },
      "Effective Date": { "type": "string", "format": "date" },
      "Status": { "type": "string" },
      "Upgrade ID": { "type": "integer" }
  },
  "required": [
      "Request Type",
      "OKR Score",
      "Behaviour Score",
      "Time in Role (Months)",
      "Current Salary",
      "Proposed Salary",
      "Increase %",
      "Effective Date",
      "Status"
  ]
}

| CSV column | Notion property | Set after import |
|---|---|---|
| Request Title | Title | Use as the database title |
| Employee Name | Text | Leave as Text |
| Department | Text | Leave as Text |
| Request Type | Select (add options after import) | Convert to Select, add options: "Promotion", "Grade Upgrade", "Role Change", "Salary Revision" |
| Current Job Title | Text | Leave as Text |
| Current Grade | Text | Leave as Text |
| Requested Job Title | Text | Leave as Text |
| Requested Grade | Text | Leave as Text |
| Requested By | Text | Leave as Text |
| Justification | Text | Leave as Text |
| Linked Performance Review | Relation (link to the target database) | Convert to Relation, link to the target database |
| OKR Score | Number | Convert to Number |
| Behaviour Score | Number | Convert to Number |
| Courses Completed | Text | Leave as Text |
| Time in Role (Months) | Number | Convert to Number |
| Criteria Met | Checkbox | Convert to Checkbox |
| Current Salary | Number (format: currency) | Convert to Number, set format to Currency |
| Proposed Salary | Number (format: currency) | Convert to Number, set format to Currency |
| Currency | Text | Leave as Text |
| Increase % | Number | Convert to Number |
| Approver | Text | Leave as Text |
| Decision | Text | Leave as Text |
| Effective Date | Date | Convert to Date |
| Status | Select (add options after import) | Convert to Select, add options: "Submitted", "Under Review", "Approved", "Declined", "Implemented" |
| Upgrade ID | Text (preserve source ID) | Keep imported IDs as Text; optionally add a separate Unique ID property |