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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
The Ultimate Coda Handbook for People & HR Teams
Formula
People Team hub
Recruitment & headcount
Onboarding
Training & development
Career & succession planning
Rewards & recognition
Workplace management
Offboarding
Performance management systems
Compensation & benefits
Employee engagement
People analytics
Template Library
Working Session
Paused sections
5. Performance Management Systems
7. Compensation & Benefits
9. Employee Engagement
11. People Analytics
Work List [INTERNAL]
Themes
To Dos
Extra GIFs
Thought Leadership
Notes
Notes from SSM
offline edits
People team hub
onboarding offboarding
People Ops
Style Guide
Title
Template Audit
Working Session
Susan's Fast Feedback
Archive
V1 Archives
The Ultimate Coda Handbook for People Teams
(V1) 1. People Team Hub
(V1) 2. Onboarding & Offboarding
(V1) 3. People Operations
(V1) 4. Employee Experience
(V1) 5. Performance Management
(V1) 6. Inclusion / DEI??
(V1) 7. Decision Making
The Ultimate Guide for People Teams
Potential Outline (Solutions Sprint)
ALT: LY Ultimate Guide for People Teams in Coda
Use Cases
HRBPs
Compensation Tracker
Employee Summary
Add Data
Cap Table Summary
Pending Board Approval
Setup
Roster
Transactions
Stock Classes & Vesting
Departments & Roles
Performance Calibration
Setup
Employee Roster
Your Calibration Framework
Six Approaches
Simple Calibration
Values Centered Calibration
9-Bin Calibration
Multi-level Calibration
Stacked Draft Calibration
Full Cross-rating Calibration
Post Meeting
Post Meeting Checks
Post Meeting Followups
Advanced Ideas
Relationships
Extras
hidden
ALT: LY Onboarding
Smooth Operations
ALT: LY Off-boarding
RT Alt Internal Wiki
Off-boarding
Headers from landing page
Want to learn more?
Six Approaches
Full Cross-rating Calibration
Every calibrator rates every employee. Then use the composite signal as ordering to determine a final rating.
To clear the ratings table, press this button:
Clear Full Cross Ratings
To start the cross-rating calibration, then press this button:
Add rows for each {Employee, Manager} Pair
Available Raters:
Adam
Betty
Caroline
Full Cross Ratings: Every calibrator rates every employee
Full Cross Ratings: Every calibrator rates every employee
Rater
Adam
36
Betty
36
Caroline
36
Employee
Rating
Rating Comment
Employee
Rating
Rating Comment
Employee
Rating
Rating Comment
Rater
Adam
36
Betty
36
Caroline
36
Employee
Rating
Rating Comment
Employee
Rating
Rating Comment
Employee
Rating
Rating Comment
Alphonso Alva
3: Exceeds
Alton Allaire
3: Exceeds
Audrie Alkire
4: Strong
Callie Cottle
3: Exceeds
Caroyln Campa
1: NotMeets
Cherlyn Cline
2: Meets
Cherri Catledge
3: Exceeds
Deb Dagenhart
3: Exceeds
Delaine Dames
3: Exceeds
Desire Dierks
3: Exceeds
Dorla Depaul
4: Strong
Elenora Eddie
3: Exceeds
Elsie Esters
4: Strong
Enoch Esquer
4: Strong
Fredric Freshour
1: NotMeets
Georgeanna Gama
4: Strong
Georgeanna is awesome
Gerald Garriga
2: Meets
Gertrudis Garduno
1: NotMeets
Guy Garrow
4: Strong
Lashunda Lanasa
4: Strong
Lavinia Leiker
3: Exceeds
Loraine Leverich
3: Exceeds
Marcus Mccreery
3: Exceeds
Mirella Marriner
4: Strong
Mitsuko Majeski
4: Strong
My Madere
4: Strong
Olympia Olveda
2: Meets
Petra Pursley
4: Strong
Raguel Rench
4: Strong
Roscoe Rivero
4: Strong
Santiago Salsbury
4: Strong
Sharilyn Stayer
2: Meets
Tashia Trader
3: Exceeds
Vanetta Vantrease
3: Exceeds
Wyatt Warden
4: Strong
Yoshiko Yeung
3: Exceeds
36
Count
Alphonso Alva
3: Exceeds
Alton Allaire
3: Exceeds
Audrie Alkire
3: Exceeds
Callie Cottle
4: Strong
Caroyln Campa
1: NotMeets
Cherlyn Cline
2: Meets
Cherri Catledge
3: Exceeds
Deb Dagenhart
3: Exceeds
Delaine Dames
2: Meets
Desire Dierks
3: Exceeds
Dorla Depaul
4: Strong
Elenora Eddie
3: Exceeds
Elsie Esters
3: Exceeds
Enoch Esquer
4: Strong
Fredric Freshour
1: NotMeets
Georgeanna Gama
4: Strong
GG had a great quarter!
Gerald Garriga
2: Meets
Gertrudis Garduno
1: NotMeets
Guy Garrow
3: Exceeds
Lashunda Lanasa
3: Exceeds
Lavinia Leiker
3: Exceeds
Loraine Leverich
3: Exceeds
Marcus Mccreery
3: Exceeds
Mirella Marriner
4: Strong
Mitsuko Majeski
4: Strong
My Madere
4: Strong
Olympia Olveda
2: Meets
Petra Pursley
3: Exceeds
Raguel Rench
3: Exceeds
Roscoe Rivero
3: Exceeds
Santiago Salsbury
3: Exceeds
Sharilyn Stayer
1: NotMeets
Tashia Trader
3: Exceeds
Vanetta Vantrease
3: Exceeds
Wyatt Warden
4: Strong
Yoshiko Yeung
3: Exceeds
36
Count
Alphonso Alva
3: Exceeds
Alton Allaire
3: Exceeds
Audrie Alkire
3: Exceeds
Callie Cottle
4: Strong
Caroyln Campa
1: NotMeets
Cherlyn Cline
2: Meets
Cherri Catledge
3: Exceeds
Deb Dagenhart
3: Exceeds
Delaine Dames
2: Meets
Desire Dierks
3: Exceeds
Dorla Depaul
4: Strong
Elenora Eddie
3: Exceeds
Elsie Esters
3: Exceeds
Enoch Esquer
4: Strong
Fredric Freshour
1: NotMeets
Georgeanna Gama
4: Strong
GG did well though not as well as the previous quarter
Gerald Garriga
2: Meets
Gertrudis Garduno
1: NotMeets
Guy Garrow
3: Exceeds
Lashunda Lanasa
3: Exceeds
Lavinia Leiker
3: Exceeds
Loraine Leverich
3: Exceeds
Marcus Mccreery
3: Exceeds
Mirella Marriner
4: Strong
Mitsuko Majeski
4: Strong
My Madere
4: Strong
Olympia Olveda
2: Meets
Petra Pursley
3: Exceeds
Raguel Rench
3: Exceeds
Roscoe Rivero
3: Exceeds
Santiago Salsbury
3: Exceeds
Sharilyn Stayer
1: NotMeets
Tashia Trader
3: Exceeds
Vanetta Vantrease
3: Exceeds
Wyatt Warden
4: Strong
Yoshiko Yeung
3: Exceeds
36
Count
Full Cross Ratings: Assign Final Ratings based on the full input
Full Cross Ratings: Assign Final Ratings based on the full input
16
Name
Function
Manager
Level
Final Rating
Final Rating Comment
Full Cross Ratings Average
Full Cross Ratings Comments
Name
Function
Manager
Level
Final Rating
Final Rating Comment
Full Cross Ratings Average
Full Cross Ratings Comments
1
Georgeanna Gama
Engineer
Adam
1
4: Strong
4.00
[4] Adam: Georgeanna is awesome
[4] Betty: GG had a great quarter!
[4] Caroline: GG did well though not as well as the previous quarter
2
My Madere
Marketing
Adam
5
4: Strong
4.00
[4] Adam: [tbd]
[4] Betty: [tbd]
[4] Caroline: [tbd]
3
Enoch Esquer
Engineer
Betty
3
4: Strong
4.00
[4] Adam: [tbd]
[4] Betty: [tbd]
[4] Caroline: [tbd]
4
Mirella Marriner
Sales
Betty
4
4: Strong
4.00
[4] Adam: [tbd]
[4] Betty: [tbd]
[4] Caroline: [tbd]
5
Mitsuko Majeski
Engineer
Caroline
2
4: Strong
4.00
[4] Adam: [tbd]
[4] Betty: [tbd]
[4] Caroline: [tbd]
6
Dorla Depaul
Sales
Adam
2
4: Strong
4.00
[4] Adam: [tbd]
[4] Betty: [tbd]
[4] Caroline: [tbd]
7
Wyatt Warden
Sales
Caroline
3
4: Strong
4.00
[4] Adam: [tbd]
[4] Betty: [tbd]
[4] Caroline: [tbd]
8
Callie Cottle
Support
Adam
4
4: Strong
3.67
[3] Adam: [tbd]
[4] Betty: [tbd]
[4] Caroline: [tbd]
9
Lashunda Lanasa
Engineer
Adam
2
3: Exceeds
3.33
[4] Adam: [tbd]
[3] Betty: [tbd]
[3] Caroline: [tbd]
10
Guy Garrow
Engineer
Adam
3
3: Exceeds
3.33
[4] Adam: [tbd]
[3] Betty: [tbd]
[3] Caroline: [tbd]
11
Audrie Alkire
Sales
Betty
3
3: Exceeds
3.33
[4] Adam: [tbd]
[3] Betty: [tbd]
[3] Caroline: [tbd]
12
Roscoe Rivero
Engineer
Caroline
1
3: Exceeds
3.33
[4] Adam: [tbd]
[3] Betty: [tbd]
[3] Caroline: [tbd]
13
Santiago Salsbury
Product Manager
Adam
5
3: Exceeds
3.33
[4] Adam: [tbd]
[3] Betty: [tbd]
[3] Caroline: [tbd]
14
Elsie Esters
Designer
Adam
1
3: Exceeds
3.33
[4] Adam: [tbd]
[3] Betty: [tbd]
[3] Caroline: [tbd]
15
Raguel Rench
Designer
Adam
2
4: Strong
3.33
[4] Adam: [tbd]
[3] Betty: [tbd]
[3] Caroline: [tbd]
16
Petra Pursley
Sales
Adam
3
3: Exceeds
3.33
[4] Adam: [tbd]
[3] Betty: [tbd]
[3] Caroline: [tbd]
17
Tashia Trader
Sales
Betty
2
3: Exceeds
3.00
[3] Adam: [tbd]
[3] Betty: [tbd]
[3] Caroline: [tbd]
18
Lavinia Leiker
Sales
Betty
3
3: Exceeds
3.00
[3] Adam: [tbd]
[3] Betty: [tbd]
[3] Caroline: [tbd]
19
Alton Allaire
Engineer
Betty
1
3: Exceeds
3.00
[3] Adam: [tbd]
[3] Betty: [tbd]
[3] Caroline: [tbd]
20
Marcus Mccreery
Product Manager
Betty
5
3: Exceeds
3.00
[3] Adam: [tbd]
[3] Betty: [tbd]
[3] Caroline: [tbd]
21
Elenora Eddie
Designer
Betty
1
3: Exceeds
3.00
[3] Adam: [tbd]
[3] Betty: [tbd]
[3] Caroline: [tbd]
22
Cherri Catledge
Marketing
Betty
5
3: Exceeds
3.00
[3] Adam: [tbd]
[3] Betty: [tbd]
[3] Caroline: [tbd]
23
Vanetta Vantrease
Sales
Adam
1
3: Exceeds
3.00
[3] Adam: [tbd]
[3] Betty: [tbd]
[3] Caroline: [tbd]
24
Deb Dagenhart
Product Manager
Caroline
5
3: Exceeds
3.00
[3] Adam: [tbd]
[3] Betty: [tbd]
[3] Caroline: [tbd]
25
Yoshiko Yeung
Designer
Caroline
1
3: Exceeds
3.00
[3] Adam: [tbd]
[3] Betty: [tbd]
[3] Caroline: [tbd]
26
Loraine Leverich
Engineer
Caroline
3
3: Exceeds
3.00
[3] Adam: [tbd]
[3] Betty: [tbd]
[3] Caroline: [tbd]
27
Desire Dierks
Sales
Caroline
4
3: Exceeds
3.00
[3] Adam: [tbd]
[3] Betty: [tbd]
[3] Caroline: [tbd]
28
Alphonso Alva
Marketing
Caroline
5
2: Meets
3.00
[3] Adam: [tbd]
[3] Betty: [tbd]
[3] Caroline: [tbd]
29
Delaine Dames
Support
Betty
4
2: Meets
2.33
[3] Adam: [tbd]
[2] Betty: [tbd]
[2] Caroline: [tbd]
30
Gerald Garriga
Sales
Caroline
4
2: Meets
2.00
[2] Adam: [tbd]
[2] Betty: [tbd]
[2] Caroline: [tbd]
31
Olympia Olveda
Sales
Adam
4
2: Meets
2.00
[2] Adam: [tbd]
[2] Betty: [tbd]
[2] Caroline: [tbd]
32
Cherlyn Cline
Support
Caroline
4
2: Meets
2.00
[2] Adam: [tbd]
[2] Betty: [tbd]
[2] Caroline: [tbd]
33
Sharilyn Stayer
Designer
Betty
2
1: NotMeets
1.33
[2] Adam: [tbd]
[1] Betty: [tbd]
[1] Caroline: [tbd]
34
Gertrudis Garduno
Engineer
Betty
2
1: NotMeets
1.00
[1] Adam: [tbd]
[1] Betty: [tbd]
[1] Caroline: [tbd]
35
Fredric Freshour
Sales
Caroline
3
1: NotMeets
1.00
[1] Adam: [tbd]
[1] Betty: [tbd]
[1] Caroline: [tbd]
36
Caroyln Campa
Designer
Caroline
2
1: NotMeets
1.00
[1] Adam: [tbd]
[1] Betty: [tbd]
[1] Caroline: [tbd]
There are no rows in this table
36
Count
👉 Next up:
Post Meeting Checks
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