Custom Views for HR Teams: Using Roles and Layouts in Pequity

In Pequity, you can control what different users see in a compensation cycle by combining layouts (which define fields and columns) with roles (which control access and permissions).

Step 1: Create a Layout

Layouts determine which fields appear in a cycle workbook and whether they are editable or read-only.

1. Navigate to your compensation cycle.

2. Click Edit Columns.

3. Select + Create Layout, name it, and click Save.

4. Configure which fields should be visible or editable in that layout.

5. Repeat to create multiple layouts for different audiences (e.g., Manager View, HRBP View, Executive View).

Step 2: Create a Role

Roles combine a layout with permissions and assign them to a group of users.

1. From your compensation cycle, go to Settings → Roles.

2. Click + Add Role, name it (e.g., “Manager” or “Executive”), and click Save.

3. Select a layout for the role.

4. Toggle the permissions for that role (e.g., view only, edit, or approve).

Step 3: Assign Users to Roles

Once roles are configured:

1. In the Planning Hierarchy tab, assign each user to the appropriate role.

2. Users will automatically see the layout and permissions attached to that role when they log in.

Example

• Managers: See their direct reports, with fields for performance, salary, and recommendations.

• HRBPs: See broader employee groups, with access to benchmarking data and budget progress.

• Executives: See company-wide summaries, cost impact, and final approvals.

Why Use Roles and Layouts?

• Reduces confusion by showing each user only what they need.

• Protects sensitive data.

• Makes cycles easier to manage at scale.