Compensation & Benefits Templates

All Compensation & Benefits templates

• Benefits Comparison Template

  A benefits comparison template to evaluate health plans, carriers, and vendors side by side on cost, coverage, and value before you renew or switch.

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• Benefits Enrollment Checklist

  A benefits enrollment checklist to run open enrollment smoothly — from plan setup and communications through employee elections and confirmation deadlines.

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• Bonus Calculator Template

  Bonus calculator with target % of base, company and individual multipliers, partial-year proration, a team payout table, and FLSA and withholding notes.

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• Bonus Plan Template

  A bonus plan template to design a clear, fair variable-pay program — defining eligibility, targets, metrics, payout formula, and timing in one document.

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• Compensation Philosophy Template

  A compensation philosophy template to document how your company pays — market positioning, pay mix, transparency, and equity — in one clear, shareable statement.

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• Compensation Review Tracker

  A compensation review tracker to run your annual pay cycle — track proposed increases, budget spend, compa-ratios, and approvals in one consistent place.

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• Direct Deposit Authorization Form

  A direct deposit authorization form for new and existing employees to set up or change where their pay is deposited, including split-account details.

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• Employee Cost Calculator

  Calculate the true cost of an employee: salary, 2026 FICA, FUTA, SUTA, workers' comp, benefits, 401(k), equipment, and recruiting. $70,000 worked example.

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• Equity Grant Tracker

  An equity grant tracker to manage stock options and RSUs — track grants, vesting schedules, exercise windows, and remaining pool across every employee.

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• Hourly to Salary Calculator

  Convert an hourly wage to annual, monthly, biweekly and weekly pay, or a salary back to hourly. Includes overtime, unpaid time off and a conversion table.

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• Merit Increase Matrix Template

  A merit increase matrix template to set fair, budget-aligned raises by mapping performance rating against position in band so every increase is consistent.

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• No Tax on Overtime Calculator

  Free No Tax on Overtime calculator: find the qualified overtime premium, the $12,500/$25,000 cap, the $150k/$300k MAGI phase-out and federal tax saved.

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• Pay Equity Audit Template

  A pay equity audit template to find and fix unexplained pay gaps — group comparable roles, control for legitimate factors, and document remediation defensibly.

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• Pay Stub Template

  Employer pay stub template with current and YTD columns, the 9 items California Labor Code 226 requires, New York WTPA fields, and a sample that adds up.

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• Payroll Gross-to-Net Worksheet

  Gross-to-net payroll worksheet in order: pre-tax deductions, taxable wages, FICA, Additional Medicare, Pub 15-T withholding, post-tax items, net pay.

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• Promotion Letter Template

  Promotion letter samples, an internal announcement email, a manager promotion request form, and pay checks for FLSA reclassification and pay transparency.

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• Prorated Salary Calculator

  Prorate salary for a mid-month start or exit by calendar days, working days, or the 2080-hour/260-day method. Worked examples, FLSA rules, UK/India notes.

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• Salary Band Framework Template

  A salary band framework template to define levels, ranges, and midpoints so pay is consistent, market-aligned, and defensible across every role and team.

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• Salary Increase Calculator (Raise, Compa-Ratio and Merit Budget)

  Raise calculator spreadsheet: percent-to-dollar raises, hourly-to-annual, compa-ratio, range penetration, a 3.5% merit pool split and mid-year proration.

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• Salary Increase Letter Template

  A salary increase letter template to confirm a pay raise professionally — covering the new salary, effective date, reason, and a note of appreciation.

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• Sales Commission Plan Template (with Commission Calculator)

  Sales commission plan template with OTE split, quota, accelerators, caps, clawbacks and draws, plus a tiered commission calculator and monthly tracker.

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• Severance Pay Calculator

  Free severance pay calculator: weeks per year of service with min and max, COBRA subsidy and PTO payout, plus UK statutory redundancy pay at the 2026 cap.

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• Total Rewards Statement Template

  A total rewards statement template that shows employees the full value of their package — salary, bonus, equity, benefits, and perks — in one clear summary.

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