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Run: Compensation Review Cycle Form

A compensation review cycle form for managers and HR to submit merit, equity, and bonus recommendations with clear rationale, budget impact, and approvals. U...

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Employee and Review Details

Employee Name (required)

Enter the employee's name for internal review tracking.

Employee ID (required)

Internal employee identifier. Do not enter sensitive personal identifiers.

Department (required)

Manager Name (required)

Name of the recommending manager.

Review Cycle (required)

Proposed Effective Date (required)

Select the proposed date the compensation change should take effect.

Compensation Recommendation

Current Base Salary (required)

Current annual base salary amount.

Merit Increase (%)

Recommended merit increase as a percentage.

Equity Adjustment Amount

Recommended equity adjustment in currency amount.

Bonus Recommendation Amount

Recommended bonus amount in currency.

Bonus Type

Currency (required)

Performance and Rationale

Performance Summary (required)

Brief summary of performance, impact, and achievements supporting the recommendation.

Business Rationale (required)

Explain why this recommendation is appropriate based on scope, market position, retention risk, or internal equity.

Market or Internal Equity Context

Optional context on market data or internal equity considerations used in the recommendation.

Performance Rating

Budget and Approvals

Budget Impact Amount (required)

Estimated total budget impact of the recommendation.

Budget Owner

Optional name of the budget owner or cost center approver.

Approval Level Required (required)

Additional Notes

Use for any exceptions, risks, or supporting context not captured above.

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Email (required)

Your name (optional)

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