A practical guide for Total Rewards professionals. No coding required.
Everything below is free.
FREE STARTER KIT
Everything here is free. No email gate. No paywall. The guide covers the full Cowork setup. Your CLAUDE.md template is at the bottom. Copy it into Claude and you are set up in under 10 minutes.
What is Claude Cowork?
Cowork is not a chatbot. It is an autonomous agent that lives inside the Claude Desktop app. Where regular Claude chat waits for you to type a message after every step, Cowork takes a goal and works through it independently. It plans tasks, reads your files, writes documents, runs scripts, and delivers finished work to your folders.
It connects to the tools you already use: Google Drive, Gmail, Notion, Calendar, Slack. Think of it as a junior analyst who can do the legwork but needs your judgement on every decision that matters.
Regular Claude Chat
- Forgets everything between sessions
- One message, one response
- No access to your files or tools
- You do all the steps manually
Claude Cowork
- Remembers your comp world across sessions
- Takes a goal and works through it
- Reads your Drive, Notion, Gmail
- Delivers finished work to your folders
For compensation teams, that means less time on the repetitive mechanics and more time on the work that actually requires a senior practitioner's brain.
Getting Started (5 minutes)
Download Claude Desktop at claude.ai/download and sign in with your Anthropic account
Go to Settings and connect your tools (Google Drive, Gmail, Calendar, Notion)
Create your first Project (see below)
Upload your key documents: comp philosophy, salary bands, merit guidelines, cycle timeline, manager FAQ
Projects vs Skills: The Setup That Changes Everything
This is where most people get Cowork wrong. They open it, type a question, get a decent answer, and move on. Then next week they open it again and it has forgotten everything. They skipped the setup that makes Cowork genuinely useful.
📁
Project = What to know
Upload your comp documents. Claude reads them every session. No re-explaining your salary bands or merit rules.
Example
Q2 Merit Cycle with comp philosophy, bands, matrix, and manager FAQ
⚡
Skill = How to do it
Reusable instructions for repeatable tasks. Write it once. Claude follows your playbook every time.
Example
Cycle Email Drafter with tone, structure, length, and key dates
Your Project holds the context. Your Skill holds the procedure. Together, Claude produces work that is consistent, context-aware, and aligned with how your team actually operates.
Persistent Memory: Why It Matters for Comp
Compensation work is cumulative. The decisions you made about salary bands in January inform the merit cycle in March which feeds the pay equity review in June. If your AI tool forgets everything between sessions, you are re-teaching it every time.
Instructions you write. A permanent file called CLAUDE.md that Claude reads at the start of every session. Put your comp philosophy, your naming conventions, your preferences here. Claude follows them every time without being asked. Your starter template is at the bottom of this guide.
Memory Claude writes itself. When you correct Claude, it saves that as a note and applies it in future sessions. Your corrections compound over time.
The limitation. Memory is scoped to the Project. What Claude learns in your merit cycle Project does not carry over to your job architecture Project. Think about your Project structure upfront.
The Maths Problem (And How to Solve It)
Large language models predict the next word. They do not compute. When you ask Claude to calculate a compa-ratio in conversation, it is making a statistical guess. For anything involving multiple variables, regressions, or large datasets, it is unreliable.
The solve is simple
Do not let the model do the maths. Let the model write the code that does the maths. When you describe an analysis, Cowork writes a Python script and runs it on your computer. Same input, same output, every time. Never accept a number Claude calculated in conversation.
When you describe an analysis to Cowork, it writes a Python script and runs it inside a sandboxed virtual machine on your computer. Same input, same output, every time. Auditable. Repeatable. Deterministic.
Code, Not Data: Keeping Employee Information Safe
Your data is sensitive. Salaries, performance ratings, demographic breakdowns, disability status. This is GDPR-regulated personal data. The principle: ask the AI to write the code. Run the code yourself, on your machine. The AI never sees a single employee record.
Code Not Data. What moves and what stays.
AI sees
- Python scripts
- Column names
- Aggregated output
- Your analytical questions
Stays on your machine
- Employee records
- Actual salary values
- Individual-level data
- PII, ratings, demographics
Three things still travel to the AI: column names (metadata, not personal data, but they reveal what your organisation tracks), error messages (check before sharing as they sometimes include sample values), and small-group outputs (keep aggregations above around 10 people).
Always start with synthetic data. Ask Claude to generate a realistic dataset with the right structure but no real people. Iterate until the code works, then swap in the real file path.
Comp Workflows in Cowork
Cycle Communications
Upload your cycle guidelines and timeline into a Project. Ask Cowork to draft cycle kickoff emails for managers, mid-cycle reminders for HRBPs, and post-cycle summaries for leadership. You review and send.
Manager FAQ
Upload your guidelines, merit matrix, and FAQ document with a simple instruction: answer only from these documents; if the answer is not here, say so. This alone saves hours during every cycle.
Calibration Prep
Give Cowork your anonymised summary data (not individual records) and ask it to generate discussion guides, flag outlier recommendations, and draft calibration talking points. A pack per department in minutes.
Benchmarking Summaries
Export market data from your survey providers. Ask Cowork to identify roles below P25 or above P75, calculate gaps, and draft a summary with recommended actions. You own the interpretation. Cowork does the formatting.
Job Matching
Paste a job description and ask Cowork to suggest matching survey codes. Always review the matches yourself.
What If Your Company Won't Approve AI for Comp?
The Code Not Data approach may already satisfy your policy. If the restriction is about data exposure and your method ensures zero employee data enters the AI, you may be compliant. The AI is a code generator, not a data processor. Worth taking to your security team.
Shadow AI is already happening. Research shows employees in over 90% of organisations are using consumer AI tools for sensitive work, including pasting pay data into public interfaces. Approving an enterprise tool is not adding risk. It is governing risk that already exists.
If you need help building the internal case, bring it to Range. We have members who have had this conversation with Legal, IT Security, and Procurement and can share what worked.
Your CLAUDE.md Starter Template
This is the file that makes Cowork remember who you are and how to work with you. Paste it into a new Cowork session with this instruction: save this to my CLAUDE.md file. Fill in the brackets. Delete anything that does not apply to your role.
# CLAUDE.md for Compensation Professionals This file tells Claude how to work with you across all sessions. Project-specific context goes inside each Project's instructions. This file covers your preferences, working style, and rules. --- ## Who I Am [Your name], [your role] at [your company]. [X] years in compensation. [Specialisms: pay equity, executive comp, job architecture.] I am not a technical person. Do not ask me technical questions. Make technical decisions yourself. Only involve me when a decision affects what I will see or experience. --- ## How to Work with Me Never ask technical questions. Make the decision, show me the result. Verify before presenting. Test your work before showing it to me. Never present something incomplete. Describe outputs in plain English. What does this mean for my work. Not what happened technically. When something goes wrong, stop. Do not keep pushing through errors. Re-plan, tell me what happened, come back with a path forward. When I correct you, remember it. Apply it going forward. Do not repeat the same mistake. When given a problem, solve it. Come back with the answer. --- ## Comp Terminology I Use Salary ranges are called: [bands / ranges / grades] Merit cycle runs: [month] to [month] Survey providers: [Radford / WTW / Mercer / Pave] Target pay position: [P50 / median / midpoint] Job levels: [e.g. L1 to L6, Band 1 to 10] [Add any other organisation specific terms here] --- ## Data Rules Never ask me to paste employee data into chat. Write a script I can run locally instead. You write the code. I run the code. You never see the records. Always start with synthetic data. Build and test with fake data first. For any output involving numbers that matter (compa-ratios, pay equity gaps, merit budgets), write and run a script. Do not calculate in conversation. Flag any output that might include individual-level data. --- ## Output Preferences [UK / US] English throughout. Numerals for numbers (7 not seven, $45,000 not forty-five thousand). Tables for comparisons. Bullets for lists. Plain prose for summaries. When drafting communications: [formal / semi-formal / casual] tone. Always include key dates in cycle-related documents. Keep it concise. If I need more, I will ask.
Setup Checklist
Download Claude Desktop at claude.ai/download
Connect your tools: Google Drive, Gmail, Calendar, Notion
Create a Project for your current comp workstream
Upload: comp philosophy, salary bands, merit guidelines, FAQ, cycle timeline
Save the CLAUDE.md template above to your setup
Create your first Skill for a repeatable task
For any numerical analysis: tell Cowork to write and run a script
Always start with synthetic data before using real employee records
The barrier to using AI in compensation is not the building part (now Claude, Codex, Copilot can do that for you). It is knowing where to start and knowing how to keep your data safe while you do it. The judgement, the interpretation, the business context. That is yours. Cowork handles the mechanics so you can spend more time on the work that actually needs you.
Ready to go further?
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Published by Giac Soliman, Founder of Range.