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:

1. Navigate to the cycle’s Settings page and click on the Roles tab.

2. From there, enable the Download Letters and/or Send Letters permissions for reward letters.

3. Once enabled, planners will have access to the reward letter functionality.

💡 Tip: If you plan to use the email functionality, be sure that employees in the cycle have an email address assigned under the email column.

Note: If no letter is available for an employee, it may be because the Reward Letter Template Name field is blank or contains an incorrect value. Verify that a valid template name has been assigned and that it exactly matches the corresponding template name in the system.