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Run: Merit Matrix Build Guide

A merit matrix template for tying performance ratings and compa-ratio bands to salary increase ranges. Use it to document pay guidelines, exceptions, and app...

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Merit Matrix Inputs

Review Period (required)

Enter the compensation cycle or effective period covered by this matrix.

Merit Budget % (required)

Planned merit budget as a percentage of eligible payroll.

Eligible Employee Population (required)

Describe the employee group covered by the matrix.

Pay Policy Notes

Capture policy constraints such as minimum increase rules, market positioning, or excluded employee groups.

Performance and Compa-Ratio Matrix

Merit Matrix (required)

Define performance rating rows and compa-ratio columns with recommended increase ranges for each cell.

Performance Rating Band Definitions (required)

Describe what each performance rating means in the context of merit planning so managers apply the matrix consistently.

Compa-Ratio Band Definitions (required)

Define the compa-ratio ranges used in the matrix, such as below range, in range, and above range.

Merit Increase Guidelines

Increase Guidelines (required)

Summarize the recommended increase ranges for each performance and compa-ratio combination.

Exception Rules

Describe when managers may request exceptions and what approvals are required.

Budget Guardrails (required)

State the rules used to keep recommendations within budget and maintain internal consistency.

Calibration Notes

Record any calibration decisions made to align recommendations across teams or business units.

Manager Review and Rationale

Recommended Increase % (required)

Enter the proposed merit increase percentage for this employee.

Recommendation Rationale (required)

Explain how performance, compa-ratio, and budget considerations informed the recommendation.

Supporting Evidence (required)

List observable outcomes, results, or calibration inputs supporting the recommendation.

Manager Approval (required)

HR Review, Exceptions, and Sign-Off

Exception Requested (required)

Indicate whether the recommendation requires an exception to the matrix.

Exception Reason

Explain why the recommendation falls outside the standard matrix, if applicable.

HR Review Notes (required)

Document HR validation of matrix application, pay equity considerations, and policy compliance.

HR Approval (required)

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