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Compensation Setup and Analytics

Build, manage, and track compensation cycles - from budgets and benchmarking to approvals and publishing updated pay to employees.

Written by Efrat Barak Zadok

The Compensation app lets you create, manage, and track compensation cycles from creation through publishing, so you can run salary reviews with a structured budget, an approval chain, and benchmark data all in one place.

Creating a Compensation Cycle

  1. Navigate to the Compensation section in the left-hand menu.

  2. Create a new cycle and give it a name and timeline.

  3. Track cycles from creation to publishing, including status, timeline, and creator.

Scope: Salary, Bonuses and Equity

A cycle can cover salary, bonuses, and equity. The Scope step controls which of the three a given cycle includes. Salary is always part of a cycle and cannot be removed; bonuses and equity are optional and sit on top of it.

Approval Flow

The approval flow guides compensation decisions through each reviewer in sequence. Once an approver completes their review, the next approver in the chain is notified automatically, so the cycle moves forward without manual hand-offs.

Budget Management

Set an overall budget for the cycle and allocate it across the organization by department, job, office, level, and other dimensions, so managers work within clear limits when proposing changes.

Conversion Rates

For cycles that include employees across multiple sites, define exchange rates between currencies so budgets and compensation figures stay comparable across the cycle.

Benchmark Import

Import benchmark data directly into a cycle to see where each employee stands relative to the market, alongside the rest of the cycle's data.

Custom Management Table

Add any field to the management table used during the cycle, so reviewers have the context they need - beyond the default fields - to make compensation decisions.

For example, if you have a field related to an employee's performance (such as a performance rating or score), you can add it to the management table so reviewers can see it alongside compensation data when making decisions.

The management table can surface salary and bonus details side by side, including current salary, proposed new salary, salary status, and raise percentage:

It can also be extended to show equity details - such as grant type, total granted, currency, and status - alongside each employee's office, department, team, and job fields:

Viewing a Participant's Compensation History

In a cycle's Manage view, click a participant's row to open their compensation history. The drawer lists their salary, bonus, and equity history using the same columns as the employee profile, so reviewers can see how someone's compensation has changed while deciding on the current cycle.

  • Hovering over a participant's row shows a History hint; clicking the row opens the drawer.

  • Field-level permissions still apply, so any value a reviewer is not permitted to see stays masked.

  • The drawer is available once the cycle is Running, and at every stage after that.

Insights

Track what's happening throughout the cycle: who has approved, who's still waiting, and who's below or above benchmark, so you can spot bottlenecks and outliers as the cycle progresses.

Publishing Updates

Once the approval flow is complete, the cycle will be published on the specified publish date. Employees will then see their updated compensation reflected in their Compensation table.


The publish date can be either immediate or set for a future date. If a future date is selected, the cycle will move to Scheduled to Publish status until the publish date.

Publishing requires two dates: the publish date and the salary effective date.

Before publishing, a banner shows the scheduled publish date and reminds you that employee records won't update until then. From here you can schedule the publish, add participants, or update the publish date:

When you're ready to publish, you'll confirm the publish date and salary effective date, and type a confirmation phrase before the changes go live - since this action can't be undone:

Once published, employees can view their own compensation history - including salary, bonuses, and equity - directly on their profile:

Vibe Views

Compensation data is also available through Vibe views for custom, AI-assisted analytics. This is currently available under a feature flag.

Not yet supported: connection to Performance Review.

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