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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?
Compensation Tracker
Add Data
Add Employee
Full Roster
Full Roster
2
Name
Add Transaction
Role
Department
Start Date
End Date
Status
Current Salary
Original Salary
Location
% Equity (Present)
Total Shares Granted
Shares Unvested
Current 4-Year Comp (Unvested Shares) At Current Price
Vested %
% Salary Increase
% Shares Increase
# Transactions
Last Transaction Date
Name
Add Transaction
Role
Department
Start Date
End Date
Status
Current Salary
Original Salary
Location
% Equity (Present)
Total Shares Granted
Shares Unvested
Current 4-Year Comp (Unvested Shares) At Current Price
Vested %
% Salary Increase
% Shares Increase
# Transactions
Last Transaction Date
1
Michael Scott
Add Transaction
CEO
Exec
1/1/2022
Active
$175,000
$165,000
Scranton
45.83%
5,500,000
1,885,400
$3,528,100
65.72%
6.06%
10%
4
5/1/2023
2
Jim Halpert
Add Transaction
CTO
Engineering
3/1/2022
Active
$170,000
$165,000
Scranton
28.75%
3,450,000
1,294,890
$2,622,335
62.47%
3.03%
7.81%
4
5/1/2023
3
ABC Investor
Add Transaction
Investor
Investor
1/1/2022
Non-Employee
SF Bay Area
15.42%
1,850,926
0
0
100%
1
3/1/2022
4
C3 Angels
Add Transaction
Investor
Investor
1/1/2022
Non-Employee
SF Bay Area
0.13%
15,424
0
0
100%
1
3/1/2022
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