The Ultimate Coda Handbook for People & HR Teams
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The Ultimate Coda Handbook for People & HR Teams
HRBPs

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Compensation Tracker

Find the stand-alone template
here
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or copy this full doc using the button below
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Get Started: Copy This Doc
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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 You’re either choosing between a sprawl of messy, out-of-date spreadsheets, or pre-built HR software that makes it painful to add or view the data the way you want.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
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- a list of all employees, and logging their
Departments & Roles
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Transactions
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- 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
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- covers all
Stock Classes
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,
Vesting Schedules
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Summary Views

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

Company Roster
2
Status
Department
Role
Name
Search
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
Add Transaction
Role
CEO
Department
Exec
Current 4-Year Comp (Unvested Shares) At Current Price
$4,887,250
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 %
49.25%
% Shares Increase
10%
Shares Unvested
2,791,500
# Transactions
4
Original Salary
$165,000
% Salary Increase
6.06%
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