Impact Driven Compensation System - How Coda Runs Comp

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Impact Driven Compensation System - How Coda Runs Comp

Impact Driven Compensation System - How Coda Runs Comp

Setup

Transactions

Transaction Setup Information

Note that each part of a transaction will have one row. For example, if a new hire joined and received salary, stock, and a bonus, that would be three unique rows in the transaction table. If an employe received a salary update and a stock increase, that would be two new rows added.

Transactions

Transactions

Type

Recipient

Role

Department

Transaction Date

Status Transaction

Employee Status

Time

Salary ($)

Bonus ($)

End date

Shares (Number)

cliff date

Vesting Schedule

Months Vested

Shares Vested

Months Vested (Modeling Batch Date)

Shares Unvested

Vested %

Shares Type

Summary

Salary

Michael Scott

CEO

Exec

1/1/2022

Processed

Active

Initial

$165,000

1/1/2026

1/1/2023

4yr; 1yr cliff

Michael Scott -

Salary

⁠

(1/1/2022)

Jim Halpert

CTO

Engineering

3/1/2022

Processed

Active

Initial

$165,000

3/1/2026

3/1/2023

4yr; 1yr cliff

Jim Halpert -

Salary

⁠

(3/1/2022)

Michael Scott

CEO

Exec

5/1/2023

Processed

Active

Refresh

$175,000

5/1/2027

5/1/2024

4yr; 1yr cliff

Michael Scott -

Salary

⁠

(5/1/2023)

Jim Halpert

CTO

Engineering

5/1/2023

Processed

Active

Refresh

$170,000

5/1/2027

5/1/2024

4yr; 1yr cliff

Jim Halpert -

Salary

⁠

(5/1/2023)

Jan Levinson

CTO

Engineering

1/1/2022

Processed

Inactive

Initial

$165,000

1/1/2026

1/1/2023

4yr; 1yr cliff

Jan Levinson -

Salary

⁠

(1/1/2022)

Pam Beesly

Sales Manager

Sales

1/1/2022

Processed

Active

Initial

$110,000

1/1/2026

1/1/2023

4yr; 1yr cliff

Pam Beesly -

Salary

⁠

(1/1/2022)

Dwight Schrute

Sales

1/1/2022

Processed

Active

Initial

$145,000

1/1/2026

1/1/2023

4yr; 1yr cliff

Dwight Schrute -

Salary

⁠

(1/1/2022)

Angela Martin

Finance

Operations

1/1/2022

Processed

Active

Initial

$115,000

1/1/2026

1/1/2023

4yr; 1yr cliff

Angela Martin -

Salary

⁠

(1/1/2022)

Andy Bernard

Sales

1/1/2022

Processed

Active

Initial

$117,000

1/1/2026

1/1/2023

4yr; 1yr cliff

Andy Bernard -

Salary

⁠

(1/1/2022)

Stanley Hudson

Sales

1/1/2022

Processed

Active

Initial

$129,000

1/1/2026

1/1/2023

4yr; 1yr cliff

Stanley Hudson -

Salary

⁠

(1/1/2022)

Kevin Malone

Finance

Operations

1/1/2022

Processed

Active

Initial

$90,000

1/1/2026

1/1/2023

4yr; 1yr cliff

Kevin Malone -

Salary

⁠

(1/1/2022)

Oscar Martinez

Finance

Operations

1/1/2022

Processed

Active

Initial

$120,000

1/1/2026

1/1/2023

4yr; 1yr cliff

Oscar Martinez -

Salary

⁠

(1/1/2022)

Meredith Palmer

Support

Operations

1/1/2022

Processed

Active

Initial

$95,000

1/1/2026

1/1/2023

4yr; 1yr cliff

Meredith Palmer -

Salary

⁠

(1/1/2022)

Phyllis Vance

Sales

1/1/2022

Processed

Active

Initial

$120,000

1/1/2026

1/1/2023

4yr; 1yr cliff

Phyllis Vance -

Salary

⁠

(1/1/2022)

Ryan Howard

Sales

1/1/2022

Processed

Active

Initial

$82,000

1/1/2026

1/1/2023

4yr; 1yr cliff

Ryan Howard -

Salary

⁠

(1/1/2022)

Kelly Kapoor

Support

Operations

1/1/2022

Processed

Active

Initial

$89,000

1/1/2026

1/1/2023

4yr; 1yr cliff

Kelly Kapoor -

Salary

⁠

(1/1/2022)

Creed Bratton

Support

Operations

1/1/2022

Processed

Active

Initial

$80,000

1/1/2026

1/1/2023

4yr; 1yr cliff

Creed Bratton -

Salary

⁠

(1/1/2022)

Darryl Philbin

Sales

1/1/2022

Processed

Active

Initial

$115,000

1/1/2026

1/1/2023

4yr; 1yr cliff

Darryl Philbin -

Salary

⁠

(1/1/2022)

Toby Flenderson

Operations

1/1/2022

Processed

Active

Initial

$135,000

1/1/2026

1/1/2023

4yr; 1yr cliff

Toby Flenderson -

Salary

⁠

(1/1/2022)

Equity

Michael Scott

CEO

Exec

1/1/2022

Processed

Active

Initial

1/1/2026

5,000

1/1/2023

4yr; 1yr cliff

3,541

1,459

70.83%

Common

Michael Scott -

Equity

⁠

(1/1/2022)

Jim Halpert

CTO

Engineering

3/1/2022

Processed

Active

Initial

3/1/2026

7,000

3/1/2023

4yr; 1yr cliff

4,667

2,333

66.67%

Common

Jim Halpert -

Equity

⁠

(3/1/2022)

David Wallace

Investor

3/1/2022

Processed

Non-Employee

Initial

3/1/2022

1,000

3/1/2022

no vest

1,000

100%

Series Seed Preferred

David Wallace -

Equity

⁠

(3/1/2022)

Jo Bennett

Investor

3/1/2022

Processed

Non-Employee

Initial

3/1/2022

15,424

3/1/2022

no vest

15,424

100%

Series Seed Preferred

Jo Bennett -

Equity

⁠

(3/1/2022)

Michael Scott

CEO

Exec

5/1/2023

Awaiting Board Approval

Active

Refresh

5/1/2027

5,000

5/1/2024

4yr; 1yr cliff

1,875

3,125

37.5%

Common

Michael Scott -

Equity

⁠

(5/1/2023)

Jim Halpert

CTO

Engineering

5/1/2023

Awaiting Board Approval

Active

Refresh

5/1/2027

2,000

5/1/2024

4yr; 1yr cliff

750

1,250

37.5%

Common

Jim Halpert -

Equity

⁠

(5/1/2023)

Pam Beesly

Sales Manager

Sales

1/1/2022

Processed

Active

Initial

1/1/2026

2,200

1/1/2023

4yr; 1yr cliff

1,558

642

70.83%

Pam Beesly -

Equity

⁠

(1/1/2022)

Dwight Schrute

Sales

1/1/2022

Processed

Active

Initial

1/1/2026

7,000

1/1/2023

4yr; 1yr cliff

4,958

2,042

70.83%

Dwight Schrute -

Equity

⁠

(1/1/2022)

Angela Martin

Finance

Operations

1/1/2022

Processed

Active

Initial

1/1/2026

5,000

1/1/2023

4yr; 1yr cliff

3,541

1,459

70.83%

Angela Martin -

Equity

⁠

(1/1/2022)

Andy Bernard

Sales

1/1/2022

Processed

Active

Initial

1/1/2026

4,000

1/1/2023

4yr; 1yr cliff

2,833

1,167

70.83%

Andy Bernard -

Equity

⁠

(1/1/2022)

Stanley Hudson

Sales

1/1/2022

Processed

Active

Initial

1/1/2026

4,000

1/1/2023

4yr; 1yr cliff

2,833

1,167

70.83%

Stanley Hudson -

Equity

⁠

(1/1/2022)

Kevin Malone

Finance

Operations

1/1/2022

Processed

Active

Initial

1/1/2026

4,000

1/1/2023

4yr; 1yr cliff

2,833

1,167

70.83%

Kevin Malone -

Equity

⁠

(1/1/2022)

Oscar Martinez

Finance

Operations

1/1/2022

Processed

Active

Initial

1/1/2026

4,000

1/1/2023

4yr; 1yr cliff

2,833

1,167

70.83%

Oscar Martinez -

Equity

⁠

(1/1/2022)

Meredith Palmer

Support

Operations

1/1/2022

Processed

Active

Initial

1/1/2026

5,000

1/1/2023

4yr; 1yr cliff

3,541

1,459

70.83%

Meredith Palmer -

Equity

⁠

(1/1/2022)

Phyllis Vance

Sales

1/1/2022

Processed

Active

Initial

1/1/2026

3,000

1/1/2023

4yr; 1yr cliff

2,125

875

70.83%

Phyllis Vance -

Equity

⁠

(1/1/2022)

Ryan Howard

Sales

1/1/2022

Processed

Active

Initial

1/1/2026

2,500

1/1/2023

4yr; 1yr cliff

1,771

729

70.83%

Ryan Howard -

Equity

⁠

(1/1/2022)

Kelly Kapoor

Support

Operations

1/1/2022

Processed

Active

Initial

1/1/2026

2,500

1/1/2023

4yr; 1yr cliff

1,771

729

70.83%

Kelly Kapoor -

Equity

⁠

(1/1/2022)

Creed Bratton

Support

Operations

1/1/2022

Processed

Active

Initial

1/1/2026

2,500

1/1/2023

4yr; 1yr cliff

1,771

729

70.83%

Creed Bratton -

Equity

⁠

(1/1/2022)

Darryl Philbin

Sales

1/1/2022

Processed

Active

Initial

1/1/2026

2,500

1/1/2023

4yr; 1yr cliff

1,771

729

70.83%

Darryl Philbin -

Equity

⁠

(1/1/2022)

Toby Flenderson

Operations

1/1/2022

Processed

Active

Initial

1/1/2026

7,000

1/1/2023

4yr; 1yr cliff

4,958

2,042

70.83%

Toby Flenderson -

Equity

⁠

(1/1/2022)

⁠

Gallery

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