Compensation & Equity

Comp that ships
on cycle, not in spreadsheets.

Annual merit cycles, mid-year ad-hocs, sign-on packages, and full equity lifecycle (RSU/ISO/NSO/SAR/Phantom) — wired to your payroll, your approval chain, and your cap table.

FY26 Merit Matrix

Performance × Position-in-Range

Locked
< Min
Min-Mid
Mid-Max
> Max
Below
0.0%
1.5%
2.5%
4.0%
Meets
2.0%
3.0%
4.5%
6.5%
Exceeds
3.0%
4.5%
6.5%
9.0%
Outstanding
4.0%
6.0%
8.5%
12.0%
Budget: 4.2%Manager allocation: 87%
Annual
Merit cycles
Ad-hoc
Mid-year + sign-on
5 types
Equity instruments
Payroll
Bonus auto-bridge
Cycle Planning

Annual, mid-year, ad-hoc — one cycle engine for all of them.

Define a budget, scope eligible employees, set the matrix, and unlock manager proposals. Track allocation rate, surface outliers, and lock when ready.

  • Annual, mid-year, sign-on, and retention cycles
  • Budget targeting at company, dept, and team
  • Manager proposal workflow with allocation cap
  • Live budget burn-rate dashboard
  • Exception flags (out-of-band raises, off-cycle)
  • Cycle lock + audit snapshot on completion

FY26 Merit Matrix

Performance × Position-in-Range

Locked
< Min
Min-Mid
Mid-Max
> Max
Below
0.0%
1.5%
2.5%
4.0%
Meets
2.0%
3.0%
4.5%
6.5%
Exceeds
3.0%
4.5%
6.5%
9.0%
Outstanding
4.0%
6.0%
8.5%
12.0%
Budget: 4.2%Manager allocation: 87%
Equity Lifecycle

Five instruments. One unified vesting engine.

RSU, ISO, NSO, SAR, and Phantom — each modelled correctly with their own vesting schedule, exercise window, tax treatment, and termination behaviour.

  • RSU with cliff, vest schedule, and refresh grants
  • ISO + NSO with exercise windows and AMT flags
  • SAR with strike price and settlement type
  • Phantom stock with cash-out triggers
  • Granted / vested / exercised / outstanding tracking
  • Cap-table provider sync (Carta, Pulley, custom)

Equity Grants · Q1 26

5 instruments
Marcus Lee
RSU · 12,000 units
75%
Priya Shah
ISO · 8,000 units
25%
Yuki Tanaka
NSO · 5,000 units
50%
Liam Carter
SAR · 3,500 units
0%
Elena Ruiz
Phantom · 4,000 units
100%
Promotion Approval

Promotion sign-off, split exactly the way your org does it.

Configure who has to approve and in what order — manager, skip-level, comp committee, finance. Promotions cannot pass without their quorum.

  • Configurable approval chain per band change
  • Parallel and sequential approval modes
  • Quorum policy (e.g. 3-of-4 must approve)
  • Comp committee dashboard of pending decisions
  • Auto-rejection on missing data
  • Full audit history per promotion

Promotion · Sarah Jenkins

In Review
From
Senior Engineer
$135,000
To
Staff Engineer
$168,000 +24%
Manager
Apr 2
Skip-Level
Apr 4
Comp Committee
Finance
Bonus → Payroll Bridge

Approved compensation lands on the next pay run, automatically.

Approved bonuses, retention payouts, and sign-on amounts become pay items on the next eligible payroll run — with correct tax, statutory, and jurisdictional treatment.

  • Auto-fund payroll on cycle approval
  • Per-jurisdiction tax handling
  • One-time vs recurring bonus support
  • Clawback flag for unvested signing bonuses
  • GL coding by cost center and pay item type
  • Reconciliation report (planned vs paid)

Bonus → Payroll Bridge

Approved bonuses flow to the next pay run automatically.

Cycle Approved$1.8M total bonus pool
Funded to PayrollApril 2026 run
Tax & StatutoryPer-employee calc
Disbursed247 employees paid
Common Questions

Compensation, answered.

Yes. An annual merit cycle, a mid-year ad-hoc, and sign-on package approvals can all be open simultaneously — each with its own budget, matrix, and approval chain.

Run comp cycles in days, not months.

See merit matrices, equity grants, and the payroll bridge in one walkthrough.