Create a Comp Review

To create a new Comp Review:

1. Go to the Comp Review Planning page

   

2. Click Create New Plan

   

3. Enter info for the Comp Review, including: 

   • Title for your compensation review (e.g., “Mid-Year Comp Review Cycle”)

   • Start Date and End Date

   

4. Under the Planned Reviews section, toggle on the type of reviews you’d like to cover under this Comp Review plan - e.g., Salary Review and/or Equity Review 

   

   Create separate Comp Review plans if you’d like to assign different Comp Reviewers for Salary Review vs. Equity Review. You can have more than one Comp Review active at a time. 

5. Select the performance rating scale used in your organization (if applicable). 

   

6. Click the Create button.

Next, you'll need establish your budget, eligibility criteria, and increase guidelines.