How do I import data to my Comp Cycle?

Pequity makes it easy and fast to import employee data directly into a compensation cycle—whether you’re updating a few fields or uploading a full dataset. With flexible matching by employee ID (EID), you can confidently add or adjust the data that matters most.

 ⚠️ You must be a company admin or have designated import access to your team's compensation cycle to upload data. If you are unable to import data, reach out to your Pequity Company Admin for more information.

1. In your Pequity Comp Cycle, navigate to your Administrator Dashboard.

2. Navigate to Comp Cycle Settings>Import

3. Prepare and select your CSV or Excel sheet for import

⚠️ Each CSV or Excel must have 1 unique identifier like EID to match data with your employee data in your Comp Cycle. 

4. Click Next to Confirm your Headers and Match your Columns

5. Confirm your Column Matches and Rules

6. Review and Start your Import

You’re all set! 🎉

Whether you’re uploading compensation details, demographic data, or new plan attributes, importing to a cycle is quick, flexible, and secure.

FAQs and Quick Reminders

• Have a unique identifier for your data
• You can load new or existing columns
• If you load data to one column, only that column will be updated