Back to all journeys

Career Development · Proposed example, not live

New Role Journey

Why

Today a role change triggers only a Glassdoor review ask, two weeks later. This adds the congratulations and a 90-day setup first.

Already running at Forward

  • Glassdoor review ask 2 weeks after Last Role Change Date
  • Internal mobility shout-outs in new hire welcome posts
Trigger
Last Role Change Date (271 people carry this date)
Audience
the employee, plus their manager
Channel
Email

From
People & Culture <peopleandculture@forwardfinancing.com>
To / Audience
The employee's manager
Sends
On Last Role Change Date, 9:00 AM9:00 AM recipient's local time, weekdays
Subject
Preferred First Name starts a new role today

Hi Manager's First Name,

Preferred First Name Last Name starts their new role as Job Title today. Here's how to make the transition a great one.

Celebrate it

  • Share the news with your team, or post a shout-out in #announcements_global.
  • Say congratulations directly. It matters more than you'd think.

Set them up for success

  • Book a 1:1 this week to agree on priorities and 90 day goals.
  • Walk through what's changing: responsibilities, decisions they now own, who they'll work with.
  • Identify one development goal for the new role.

Ask for a Glassdoor review

People who just moved into a new role are some of our best advocates. They'll get our usual Glassdoor ask, and a quick mention from you helps.

People & Culture