How can I allow planners to download and/or send the Reward Letters?
Woohoo! Congratulations on wrapping up your comp cycle and generating the reward letters in Pequity! 🥳
Now, how can non-admin users access those reward letters?
As a Company Admin, you can make the reward letters accessible to other users by following these steps:
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Navigate to the cycle’s Settings page and click on the Roles tab.
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From there, enable the Download and/or Send permissions for reward letters.
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Once enabled, planners will have access to the reward letter functionality.
💡 Tip: If you plan to use the email functionality, be sure that each employee in the cycle has an email address assigned.
Note: If there is no letter available for an employee, possibly because they are not eligible for any increases for this cycle or the company would send out their own letter, the Reward Letter icon would be greyed out.