From 401ce8c8f3f76c487ff375b0124ca08d27c71973 Mon Sep 17 00:00:00 2001 From: ZJ van de Weg Date: Thu, 8 Oct 2026 16:01:05 -0700 Subject: [PATCH] Handbook: link each role's bonus formula, dedupe MBO rules 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. --- nuxt/content/handbook/operations/commission-payment.md | 10 ++++------ nuxt/content/handbook/peopleops/compensation.md | 9 +++++++++ 2 files changed, 13 insertions(+), 6 deletions(-) diff --git a/nuxt/content/handbook/operations/commission-payment.md b/nuxt/content/handbook/operations/commission-payment.md index aa2caaae56..676e452c33 100644 --- a/nuxt/content/handbook/operations/commission-payment.md +++ b/nuxt/content/handbook/operations/commission-payment.md @@ -143,15 +143,13 @@ numbers needed to verify it: | ----- | -------- | ------ | | [CSM bonus](#processing-the-csm-bonus) | Total portfolio performance (NRR), see [Customer Success Bonus Structure](/handbook/sales/customer-success/#customer-success-bonus-structure) | Quarterly | | SDR bonus | First Meetings, see [SDR Bonus Structure](/handbook/marketing/sdr/#bonus-structure) | Monthly | -| [MBO bonus](#mbo-bonuses) | Goals agreed between the employee and their manager | Quarterly | +| [MBO bonus](#mbo-bonuses) | Goals agreed between the employee and their manager, see [Bonus Calculation (MBO Attainment)](/handbook/peopleops/compensation/#bonus-calculation-mbo-attainment) | Quarterly | ### MBO Bonuses -MBO bonuses are agreed upon between the employee and their manager. - -At the start of each quarter, the employee should send an email to both their manager and the CEO outlining the agreed goals and bonus structure. The manager must reply to that email confirming the agreement. This ensures that all parties have written confirmation of the goals and conditions. - -All goals must be achieved within the agreed quarter. Data or outcomes generated outside of the quarter will not be counted toward the results, even if reports need to be finalized or generated after the quarter has ended. Some reporting may require data collection after the quarter, but this does not extend the performance period. +MBO bonuses are agreed upon between the employee and their manager. How MBOs +are set and confirmed, and how attainment is calculated, is described in +[Quarterly & Period-Based Bonuses (MBOs)](/handbook/peopleops/compensation/#quarterly-period-based-bonuses-mbos). When the quarter has ended, the Chief of Staff and the Operations team verify the achieved outcome against the agreed goals, and send the bonus calculation to the diff --git a/nuxt/content/handbook/peopleops/compensation.md b/nuxt/content/handbook/peopleops/compensation.md index 95823d2c18..413ab11f38 100644 --- a/nuxt/content/handbook/peopleops/compensation.md +++ b/nuxt/content/handbook/peopleops/compensation.md @@ -186,6 +186,15 @@ Bonuses will not be processed if MBOs are defined or changed after the period ha ### Bonus Calculation (MBO Attainment) +Roles with a bonus or commission plan of their own have its formula on their +role's page: + +* Sales reps: [Sales Compensation Plan](/handbook/sales/commission-plan/) +* Customer Success: [NRR Bonus Formula](/handbook/sales/customer-success/#nrr-bonus-formula) +* SDR: [First Meetings Bonus Formula](/handbook/marketing/sdr/#first-meetings-bonus-formula) + +Bonuses based on MBOs are calculated as described below. + When an MBO is defined as a growth target, attainment is measured based on the proportion of growth achieved, not the absolute value reached. #### Definitions