The Ultimate Coda Handbook for People & HR Teams

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The Ultimate Coda Handbook for People & HR Teams

The Ultimate Coda Handbook for People & HR Teams

HRBPs

Compensation Tracker

Find the stand-alone template

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or copy this full doc using the button below

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Finally, you can ditch your clunky comp spreadsheets...

Compensation tracking is often a nightmare. You’re either choosing between a sprawl of messy, out-of-date spreadsheets, or pre-built HR software that makes it painful to add or view the data the way you want.

This Coda template is the best way to manage your startup’s compensation. You can track employees, salary, bonuses, and equity transactions over time. You can also include all investor shares, so you’ll have a complete view of your cap table.

You’ll be able to see quickly:

An employee and their complete compensation history

Clear and concise vesting calculations

You’ll be able to run clean workflows around compensation, organizing comp updates in steps like Drafts, Pending Board Approvals, and ultimately, Processed.

Since this doc is built with Coda, you have the ultimate flexibility to create the perfect and unique view for each person as your needs evolve.

How the tracker works

Key Tables

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Roster⁠

- a list of all employees, and logging their

Departments & Roles⁠

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Transactions⁠

- every compensation award gets a unique transaction row.

For example, a new employee that joins who received a signing bonus and equity award will receive 3 initial transaction rows: Salary, Bonus, and Equity.

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Stock Classes & Vesting⁠

- covers all

Stock Classes⁠

Vesting Schedules⁠

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Summary Views

Employee Summary⁠

, you can see an aggregated view of one employee’s compensation history.

Company Roster

Company Roster

Status

Department

Role

Name

Michael Scott

1/1/2022

Jim Halpert

3/1/2022

ABC Investor

1/1/2022

C3 Angels

1/1/2022

Jan Levinson

1/1/2022

Michael Scott

Status

Active

Add Transaction

Role

CEO

Department

Exec

Current 4-Year Comp (Unvested Shares) At Current Price

$3,184,150

Current Salary

$175,000

Start Date

1/1/2022

End Date

Location

Scranton

Last Transaction Date

5/1/2023

Total Shares Granted

5,500,000

% Equity (Present)

45.83%

Vested %

69.89%

% Shares Increase

10%

Shares Unvested

1,656,100

# Transactions

Original Salary

$165,000

% Salary Increase

6.06%

Show hidden columns

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