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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
Multi-level Calibration
Cascade ratings "up" your reporting hierarchy
In this approach, Managers set their ratings first, and then the group gets together to compare ratings and fill in the Final Ratings.
Multi-Level Calibration: Managers fill in their ratings and comments first
Multi-Level Calibration: Managers fill in their ratings and comments first
16
Manager
Adam
10
Betty
11
Caroline
11
Name
Manager Rating
Manager Rating Comment
Name
Manager Rating
Manager Rating Comment
Name
Manager Rating
Manager Rating Comment
Manager
Adam
10
Betty
11
Caroline
11
Name
Manager Rating
Manager Rating Comment
Name
Manager Rating
Manager Rating Comment
Name
Manager Rating
Manager Rating Comment
My Madere
4: Strong
Dorla Depaul
4: Strong
Lashunda Lanasa
3: Exceeds
Guy Garrow
3: Exceeds
Santiago Salsbury
3: Exceeds
Elsie Esters
3: Exceeds
Raguel Rench
3: Exceeds
Petra Pursley
3: Exceeds
Vanetta Vantrease
3: Exceeds
Olympia Olveda
2: Meets
Mirella Marriner
4: Strong
Audrie Alkire
3: Exceeds
Tashia Trader
3: Exceeds
Lavinia Leiker
3: Exceeds
Alton Allaire
3: Exceeds
Marcus Mccreery
3: Exceeds
Elenora Eddie
3: Exceeds
Cherri Catledge
3: Exceeds
Delaine Dames
2: Meets
Sharilyn Stayer
1: NotMeets
Gertrudis Garduno
1: NotMeets
Wyatt Warden
4: Strong
Roscoe Rivero
3: Exceeds
Deb Dagenhart
3: Exceeds
Yoshiko Yeung
3: Exceeds
Loraine Leverich
3: Exceeds
Desire Dierks
3: Exceeds
Alphonso Alva
3: Exceeds
Gerald Garriga
2: Meets
Cherlyn Cline
2: Meets
Fredric Freshour
1: NotMeets
Caroyln Campa
1: NotMeets
Multi-level Calibration: Then Calibration group compares & fills in final ratings
Multi-level Calibration: Then Calibration group compares & fills in final ratings
16
Manager Rating
Name
Manager
Manager Rating Comment
Final Rating
Final Rating Comment
Manager Rating
Name
Manager
Manager Rating Comment
Final Rating
Final Rating Comment
4: Strong
4
My Madere
Adam
4: Strong
Mirella Marriner
Betty
4: Strong
Dorla Depaul
Adam
4: Strong
Wyatt Warden
Caroline
4: Strong
3: Exceeds
20
Lashunda Lanasa
Adam
3: Exceeds
Guy Garrow
Adam
3: Exceeds
Audrie Alkire
Betty
3: Exceeds
Roscoe Rivero
Caroline
3: Exceeds
Santiago Salsbury
Adam
3: Exceeds
Elsie Esters
Adam
3: Exceeds
Raguel Rench
Adam
4: Strong
Tashia Trader
Betty
3: Exceeds
Lavinia Leiker
Betty
3: Exceeds
Petra Pursley
Adam
3: Exceeds
Alton Allaire
Betty
3: Exceeds
Marcus Mccreery
Betty
3: Exceeds
Elenora Eddie
Betty
3: Exceeds
Cherri Catledge
Betty
3: Exceeds
Vanetta Vantrease
Adam
3: Exceeds
Deb Dagenhart
Caroline
3: Exceeds
Yoshiko Yeung
Caroline
3: Exceeds
Loraine Leverich
Caroline
3: Exceeds
Desire Dierks
Caroline
3: Exceeds
Alphonso Alva
Caroline
2: Meets
2: Meets
4
Delaine Dames
Betty
2: Meets
Gerald Garriga
Caroline
2: Meets
Olympia Olveda
Adam
2: Meets
Cherlyn Cline
Caroline
2: Meets
1: NotMeets
4
Sharilyn Stayer
Betty
1: NotMeets
Gertrudis Garduno
Betty
1: NotMeets
Fredric Freshour
Caroline
1: NotMeets
Caroyln Campa
Caroline
1: NotMeets
👉 Next up:
Stacked Draft Calibration
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