Run a fair, calibrated comp cycle — propose adjustments, calibrate across teams for equity, approve within budget, and communicate cleanly.
People and finance leaders running an annual comp-review cycle.
Quick answer
The Compensation-review cycle template is a ready-made workspace for People and finance leaders running an annual comp-review cycle.
Compensation-review cycle template in short
Included when you apply it
Applying this template creates the 1 board below — with every list — and pre-loads 3 sample issues, all yours to edit. The automation rules further down are suggestions you can wire up next; they aren't created for you yet.
A preview of how this template lays out — the boards, their custom workflow states, and where the sample issues land. WIP caps show a badge.
Comp cycle
Engineering team comp proposals — manager round
Confidential. Calibrate against bands before approval.
Cross-team calibration session for equity
Run the merit budget against finance's envelope
These rules aren't created when you apply the template — they're recipes you can wire up in Settings → Automations once your board exists.
When
All team proposals are in
Then
Schedule the cross-team calibration and lock further edits
When
An adjustment is 'Approved'
Then
Generate the manager talking-points for the comp conversation
Ready to spin this up?
Sign-up takes seconds. We build this template's boards, lists, and sample issues in your new workspace, all yours to edit.
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