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Export Compensation Cycle Progress

Admins can export a CSV from an active compensation cycle to track cycle progress.

Written by Adam

The exports include timestamps of when each manager submitted their compensation review, the pay changes each manager recommended, and any notes they included.

  1. Navigate to Admin > Compensation > Compensation cycles.

  2. Select to enter the compensation cycle.

  3. Navigate to the Recommendations tab.

  4. On the top right-hand corner of the table, click CSV:

    • All cycle results: Download a CSV of all compensation changes for each employee

    • History of all changes: Download a CSV that tracks all manager submissions and notes

All cycle results

  • Employee name

  • Employee email

  • Status (eligible/ineligible)

  • Currency

  • Last comp change date

  • Performance rating

  • Current job function, type, and level

  • Current pay zone

  • Current band min, mid, and max base pay

  • Current band min, mid, and max variable pay

  • Promotion (Y/N)

  • New job function, type, and level

  • New pay zone

  • New band min, mid, and max base pay

  • New band min, mid, and max variable pay

  • Current and New base salary

  • Current and New variable pay

  • Current and New on-target earnings

  • Current and New base/variable ratio

  • Current and New bonus amount

  • Current and New total cash

  • Raise guidance in $, %, and $

  • Bonus plan payout

  • One-tine bonus payout

  • Refresh and Promotion equity shares

  • Refresh and Promotion equity award type

  • Refresh and Promotion equity exercise price

  • Refresh and Promotion equity currency

  • Refresh and Promotion equity start date

  • Refresh and Promotion equity term (months)

  • Refresh and Promotion equity vesting cliff (months)

  • Refresh and Promotion equity vesting cadence

  • Recommended base pay annualized

Cycle audit log

The following columns are included in the export:

  • Employee name

  • Department

  • Recommender name

  • Approver name

  • Approval order

  • Submitted at (date)

  • Currency

  • Current base pay

  • Guidance for base pay

  • Recommended base bay

  • Current variable pay

  • Guidance for variable pay raise

  • Recommended variable pay

  • Guidance for bonus plan payout

  • Recommended bonus plan payout

  • Guidance for one-time bonus payout

  • Recommended one-time bonus payout

  • Guidance for refresh equity grant

  • Recommended refresh equity grant

  • Guidance for promotion equity grant

  • Recommended promotion equity grant

  • Notes

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