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Handbook: link each role's bonus formula, dedupe MBO rules - #5941

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ZJvandeWeg merged 1 commit into
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zj-bonus-processing-dedupe
Oct 9, 2026
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ZJvandeWeg merged 1 commit into
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zj-bonus-processing-dedupe

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Each role with a bonus or commission plan now has its formula on its own page. This points to them, and removes the MBO rules that were written down twice.

peopleops/compensation, Bonus Calculation

  • Links to each role's formula: the Sales Compensation Plan, the NRR Bonus Formula (Customer Success) and the First Meetings Bonus Formula (SDR).
  • Keeps the MBO attainment formula. MBO bonuses aren't tied to a role, so this is its only page.

operations/commission-payment, Processing Bonuses

  • The MBO row in the bonus table links to the attainment formula.
  • The "MBO Bonuses" paragraphs on how MBOs are set and confirmed are replaced with a link to the compensation page.
    • The removed text said the employee emails the goals and the manager replies to confirm. The compensation page only requires all three parties to agree in writing, and its reminders have the manager sending that email.

Not in this PR
The compensation page's "Bonus Review", "CEO Confirmation" and "Template Email" sections still repeat the Operations page's shared steps, and contradict them on who sends the confirmation email:

  • Compensation page: the manager sends it.
  • Operations page: the Operations team drafts it to the employee's personal address, and the CEO reviews it.

Merging those sections needs a decision on which process to keep.

The compensation page's bonus calculation now links to the formula for
each role with its own plan (sales, Customer Success, SDR) and keeps the
MBO attainment formula. The Operations page links to the MBO rules
instead of restating them.
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@ZJvandeWeg
ZJvandeWeg merged commit 1745ce0 into main Oct 9, 2026
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@ZJvandeWeg
ZJvandeWeg deleted the zj-bonus-processing-dedupe branch October 9, 2026 18:48
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