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πŸ“„ How to Update and Generate Reward Letters in Your Comp Cycle

Updating your reward letter templates and generating letters for employees is easy in Pequity. Just follow the steps below:

 

βœ… Step 1: Access Reward Letter Templates

  1. Navigate to Comp Cycle Settings > Reward Letter Templates.

  2. Locate the template you'd like to update and copy the Template Name for reference

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πŸ“ Step 2: Upload Your Updated Template

  1. Select your updated .docx template from your files.

  2. Upload it under the corresponding Template Name in your Reward Letter Templates section.

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πŸ‘₯ Step 3: Generate Reward Letters

  1. Go to the Employee Workbook in your cycle.

  2. Use the Filter to select All Employees.

Click Generate Letters.

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πŸ“¬ Step 4: Share Letters with Planners

You now have two options:

  • Allow planners to download reward letters directly.

  • Or, send them via email straight from the tool. πŸŽ‰

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🎊 That’s It!

Your letters are now ready to go! If you need further support or run into any issues, feel free to reach out to our team.