Request Summary
Identify employee, role, department, manager, proposed effective date, and change type.
4.8
on G2
Free HR & People Ops Template
Document salary, bonus, equity, or job level changes for approval
Use this template to document salary, bonus, equity, or job level changes for approval.
| Field | Details |
|---|---|
| Category | HR & People Ops |
| Owner | [Team or owner] |
| Version | [Version number] |
| Effective Date | [Date] |
| Review Cycle | [Monthly / Quarterly / Annual / Event-based] |
| Status | [Draft / In Review / Approved] |
Identify employee, role, department, manager, proposed effective date, and change type.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
List current salary or hourly rate, bonus target, equity, job level, location, and pay band.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Document proposed pay, bonus, equity, title, level, and any retroactive treatment.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Explain promotion, retention, equity adjustment, scope change, market correction, or performance basis.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Compare pay band, compa-ratio, peers, location, and budget impact.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
List required approvals from manager, HRBP, compensation, finance, and executive owner.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Specify HRIS entry, payroll timing, letter generation, employee communication, and audit records.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Template Structure
Use this hr & people ops template as a starting point, then customize each section to match your internal workflow, evidence, and signoff needs.
Identify employee, role, department, manager, proposed effective date, and change type.
List current salary or hourly rate, bonus target, equity, job level, location, and pay band.
Document proposed pay, bonus, equity, title, level, and any retroactive treatment.
Explain promotion, retention, equity adjustment, scope change, market correction, or performance basis.
Compare pay band, compa-ratio, peers, location, and budget impact.
List required approvals from manager, HRBP, compensation, finance, and executive owner.
Specify HRIS entry, payroll timing, letter generation, employee communication, and audit records.
Write a compensation change request. Structure with these Markdown sections:
Identify employee, role, department, manager, proposed effective date, and change type.
List current salary or hourly rate, bonus target, equity, job level, location, and pay band.
Document proposed pay, bonus, equity, title, level, and any retroactive treatment.
Explain promotion, retention, equity adjustment, scope change, market correction, or performance basis.
Compare pay band, compa-ratio, peers, location, and budget impact.
List required approvals from manager, HRBP, compensation, finance, and executive owner.
Specify HRIS entry, payroll timing, letter generation, employee communication, and audit records.
The proposed salary places the employee at 96% compa-ratio and remains aligned with two peers in the same location and level.
Compensation approves in PeopleHub, Payroll enters by May 24, and manager sends promotion letter after approval.
Record a walkthrough, training session, or process demonstration. Docsie AI turns it into structured documentation using this template as the starting framework.
Use the template manually, or let Docsie generate the first draft from source footage.
Explain open enrollment or new hire benefits choices and deadlines
Coordinate compliant employee exits across HR, IT, payroll, and managers
Summarize ER case facts, actions, risk, and resolution
Turn employee survey results into accountable people initiatives
Communicate policy changes with effective dates, actions, and owner contacts
Plan a structured first 30/60/90 days for a new employee
Template FAQ
Common questions about using and generating a compensation Change Request.
Q: What is a compensation Change Request?
A: A compensation Change Request is a structured document for document salary, bonus, equity, or job level changes for approval.
Q: Can I download this compensation Change Request as Word or PDF?
A: Yes. This page includes free downloads in DOCX, PDF, and Markdown formats so you can edit, share, or import the template into your documentation system.
Q: Can Docsie generate this from a video?
A: Yes. Upload a process walkthrough, training recording, or screen capture to Docsie, then use this template structure to generate a first draft automatically.