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

Compensation & benefits

Track and optimize how you reward your people.

Problem: Spreadsheets are hard to manage and don’t tell the full story.

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 You’re either choosing between a sprawl of messy, out-of-date spreadsheets, or pre-built HR software that makes it painful to add or view the data the way you want. And what if you want to do more than crunch numbers? How about sharing out the information in a more digestible manner?

Plus, don’t forget that behind every number is a story and narrative to be told; it’s time consuming creating a separate write-up or deck every time you want to share the data. And each time you need to recalculate because of a correction or update you forgot to include (we’ve all been there!), you have to manually update your other materials that referenced that previous metric. Yikes.

Solution: Confidently track, report, and propose in Coda in a digestible way.

Coda simplifies the mess of multiple spreadsheets and decks into a doc that lets you have you words and data together in one place. And the best part? They all talk to one another. You can easily reference your proposed budget in a neat write-up. And when you make that recalculation, the referenced numbers in your proposal update too. Smooth like butter!

This Coda template lets you 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 quickly see each employee and their complete compensation history, run clear and concise vesting calculations, and create organized workflows around compensation.

Try out the template:

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We plan to add more to this page. If you have questions, suggestions, or would like help with this or other rituals at your company, get in touch!

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Contact Coda

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Explore the rest of the People Team handbook:

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People Team hub⁠

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Recruitment & headcount⁠

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Onboarding⁠

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Training & development⁠

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Career & succession planning⁠

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Rewards & recognition⁠

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Workplace management⁠

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Offboarding⁠

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Performance management systems⁠

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Employee engagement⁠

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People analytics⁠

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