Lesson Library

Comp Review Planning

Comp Review Planning is where HR and Finance collaborate to establish a budget for Salary and Equity Reviews.

Before Comp Review Planning

00:07 Before starting a Comp Review, make sure Employee Data Management is up to date, including,

  • Job Titles & Levels, check each employee has the most up to date Company Job Title and Kamsa Match. 
  • Managers, if needed, upload an updated census template to update managers. 
  • Location, look closely to international employees along with the currency the employee is paid in.
  • Market Data Cuts

00:17 Review the Company Profile to make sure things like revenue and compensation philosophies are correct.  And lastly, review Market Compensation and place any adjustments needed to the data in your company’s tab.

00:20 The Compensation Review page is where the decision makers, or Comp Reviewers, will access the Review. There are also communications documents available to them, including FAQ for Managers, Compensation Review Guide, and talking points on how to have Compensation Conversations with employees. 

Review these documents before kicking off the review, and to make customizations to these documents, contact your Kamsa Consultant.

Let’s start a Compensation Review cycle! The Planning section of the review is found under Administration, called Comp Review Planning. 

Creating a Plan 

01:06 Start a review cycle by clicking Plan Next Comp Review and select the target start and end dates for your Compensation Review. 

  • The start date selected is a placeholder and the review will only start when the Planning portion is finished, and when the HR admin Starts the Review.  
  • The end date selected will impact email notifications sent to your Compensation Reviewers, for example, reminders are sent to them on how many days they have to submit their proposed increases and promotions.

01:38 Select the toggle for the Review you’d like to plan for, either Salary Review, Equity Review, or both.
Create separate Comp Review Plans if you either want to:

  • Select different decision makers (or Reviewers) for Salary Review vs. Equity Review or,
  • Apply different Performance Rating scales for either Salary Review vs. Equity review

To start planning your review, click Create. At this point, we are in the Planning stage of the review.

Salary Review Budgeting

02:07 The green link on the top of the Comp Review Planning section indicates which part of the Comp Review you are editing. Let’s calculate the budget for Salary Review.

02:21 For accurate budgeting, upload any known performance ratings and employees you know will be promoted using the respective template for each. 

02:30 Click Edit to make changes to the Merit Increase and Promotion Budget by country. The default provides recommended merit increase guidelines, based on compa-ratio and performance rating

02:43 For example, for an employee in the U.S. who has a competitive compa-ratio, between 85% and 115%, with a performance rating of 2 out of 3, their merit increase recommendation will be 3% of their salary. 

The Promotion Budget reflects a percentage of payroll. 

03:06 Work collaboratively with your CEO and Head of Finance to align your Actual Budget with the Calculated Budget. If your Actual Budget is less than the Calculated Budget, you can adjust the percentages under Merit Increase.  When you’re done, click Save Changes.

Salary Review Eligibility

03:24 Next, let’s Manage Eligibility for Base Salary and Total Cash. For example, let’s say employees who were hired after October 1st will not be eligible for this review. Select Manage > Date of Hire > Apply. 

The Employees hired on or after the selected date will be excluded from this Salary Review. 
03:47 Once you click Apply, you’ll see a list of the employees who are NOT eligible for this review based on their Date of Hire. From this list, you can select any exceptions to this rule by clicking on the employee name, then click Apply.
To edit or add eligibility rules, click Manage. To edit your list of exceptions, click Manage Exceptions.

04:12 Now, let’s Manage Total Cash Eligibility. Employees eligible for Total Cash during Comp Review are typically Sales employees.
It’s helpful to view the list of employees who currently have Target Commission opportunity in Employee Data Management; click the link and Employee Data Management will open in a new tab.
With this in mind, Select the Job Families that are eligible for Total Cash Review by clicking on the job family, then click Apply. When you’re done managing eligibility for Salary Review, click Back to Plan to return to the budgeting page. 

Comp Review Flow & User Invitations

04:52 At any point during your Compensation Review Plan, you can edit the Comp Review Flow and send invitations for users to log into Kamsa.

By default, Kamsa automatically selects each employee’s direct manager as their Comp Reviewer. To make changes to the Reviewers, for example, to keep the Reviewers at Director level and above, Click Edit. When you hover the mouse over an employee’s name, their Company Job Title, or Business Title appears.

05:21 To change a single employee’s Reviewer, click on the line, and select the desired Reviewer from the dropdown. 

To make bulk changes to all of a manager’s direct reports, for example, if you’d like the Reviewer to be a leader at the Director level instead of a Manager level, click Assign All and select the desired Reviewer from the drop down. All of this manager’s direct reports will be reassigned to the employee chosen. When you’ve made all necessary changes to the Comp Review Flow, click Done.

05:56 All assigned Reviewers will be listed, with the option to send users Kamsa invitations. Here, you can give each user Kamsa access. The Comp Reviewer role is assigned by default, or you can select another role. 
If you’re not ready to send user invitations yet, click Close.

Equity Review Budgeting

Next, let’s calculate the budget for Equity Review.
06:20 If the Equity Review is separate from Salary Review, upload employees getting Promoted and Performance Ratings using the template.
If Salary Review and Equity Review are occurring at the same time, the data uploaded from Salary Review will apply to Equity Review calculations. 

06:40 Click Upload Equity Data to upload equity data using the upload template. Uploading Equity Data will display employees’ equity grant history, like total shares granted to date and unvested shares during the Comp Review.


Click Edit to make further edits to the Promotion and Refresh Grant Guidelines.
07:04 To set the Promotion Grant Guidelines, choose one out of two options: 

  • In the first option, Kamsa will calculate the New Hire Grant Guideline for the New Role minus Unvested Shares
  • The second option allows for you to customize a certain percentage of the New Hire Grant Guideline for the new role.

07:26 Next, you can edit the Refresh Grant Guidelines by performance rating. The percentages entered are default recommendations for Refresh Grants (which is 25% of the new hire grant guideline).

Set the Equity Grant Guidelines by job level and country for Technical and Non-Technical jobs. When you’re done, click Save Changes.

Equity Review Eligibility

07:51 Next, let’s Manage Eligibility for Equity Review including, General Eligibility, Refresh and Promotion Grants. For example, let’s say employees who were hired after October 1st should not be eligible for this review. Select Manage > Date of Hire >  Apply. The Employees hired on or after the selected date will be excluded from this Equity Review. 


08:18 Once you click Apply, you’ll see a list of the employees who are now NOT eligible for this review based on their Date of Hire. From this list, you can select any exceptions to this rule by clicking on the employee name, then click Apply.
To edit or add eligibility rules, click Manage. To edit your list of exceptions, click Manage Exceptions. To create specific rules for either Refresh or Promotion grants, click the Manage button for each section. 

When you’re done managing eligibility for Equity Review, click Back to Plan to return to the budgeting page. 

08:57 When you’re done Planning your Comp Review, you can send Comp Reviewer invitations by clicking on View Details in the top banner. Send Kamsa User invitations one by one, or enter all email addresses and click Give Access To All.

09:15 Congratulations! You have completed planning for Compensation Review! Click Start Comp Review Now to start the Compensation Review!  

At this point, the Comp Review stage is updated to: In Progress.

As the Comp Review is in progress, the HR Admin and Users with a Role permission to View or Edit the Comp Review, can click View Reviews to see or edit the reviews. 

When all reviews are complete, the HR Admin will receive an email notification indicating it’s time to approve the reviews. 

Details about the Comp Review Approval Process can be found in the Approval Process video!