How do I properly format my Reward Letters?

Reward Letter Template Formatting Guide

This guide shows you how to format numbers, dates, and text in your Pequity reward letters.

How to Use This Guide

Find the section for what you want to format (numbers, dates, text, etc.)
Copy the example code from the “How to Use It” column
Replace the example variable with your own variable name
Paste it into your reward letter template

Important: Always use straight quotation marks (" or '), not curly quotes (" or ').

Basic Template Syntax

Syntax	What It Does	Example
{{ VARIABLE_NAME }}	Shows the value of a variable	{{ EMPLOYEE_NAME }}
{{ VARIABLE_NAME\|filter }}	Applies formatting to a variable	{{ SALARY\|toCurrency }}
{% if VARIABLE %}...{% endif %}	Shows content only if variable exists	{% if INCREASE %}Your raise is {{ INCREASE }}{% endif %}
{# Comment text #}	Adds a hidden note (won’t show in letter)	{# This is for internal use only #}

Formatting Money (Currencies)

Use these filters when displaying dollar amounts like salaries, bonuses, or raises.

Filter	What It Does	How to Use It	Result
toCurrency	Adds $, commas, and 2 decimals	{{ SALARY\|toCurrency }}	$120,000.00
roundHalfUp:0\|toCurrency	Removes cents, adds $, commas	{{ SALARY\|roundHalfUp:0\|toCurrency }}	$120,000
currency_format	Adds commas and 2 decimals (no $) \| `${{ SALARY	currency_format }}`	$120,000.00

Copy-Paste Examples for Money

Current Salary: {{ CURRENT|toCurrency }}
New Salary: {{ NEW|roundHalfUp:0|toCurrency }}
Bonus Amount: {{ SPOT|toCurrency }}
Salary Range: {{ RANGE_LOW|toCurrency }} - {{ RANGE_HIGH|toCurrency }}

Formatting Numbers (No Dollar Signs)

Use these filters when displaying shares, counts, or numbers without currency symbols.

Filter	What It Does	How to Use It	Result
roundHalfUp	Rounds to whole number	{{ 1234.56\|roundHalfUp }}	1235
roundHalfUp:0	Rounds to whole number	{{ 1234.56\|roundHalfUp:0 }}	1235
roundHalfUp:1	Rounds to 1 decimal	{{ 1234.56\|roundHalfUp:1 }}	1234.6
roundHalfUp:2	Rounds to 2 decimals	{{ 1234.56\|roundHalfUp:2 }}	1234.57
round	Rounds to whole number	{{ 1234.56\|round }}	1235
round(2)	Rounds to 2 decimals	{{ 1234.56\|round(2) }}	1234.56
int	Removes decimals (no rounding)	{{ 1234.56\|int }}	1234

Copy-Paste Examples for Numbers

Equity Shares: {{ REFRESH|roundHalfUp:0 }}
Performance Score: {{ SCORE|roundHalfUp:1 }}
Total Employees: {{ COUNT|int }}

Formatting Percentages

Use these filters when displaying raise percentages, bonus percentages, or any percent values.

Filter	What It Does	How to Use It	Result
decimalToPercent:0	Converts 0.15 to 15 (no decimals)	{{ 0.15\|decimalToPercent:0 }}%	15%
decimalToPercent:1	Converts 0.15 to 15.0 (1 decimal)	{{ 0.1534\|decimalToPercent:1 }}%	15.3%
decimalToPercent:2	Converts 0.15 to 15.00 (2 decimals)	{{ 0.1534\|decimalToPercent:2 }}%	15.34%
percent_format	Converts 0.125 to 12.5%	{{ 0.125\|percent_format }}	12.5%

Copy-Paste Examples for Percentages

Salary Increase: {{ INCREASE_PCT|decimalToPercent:1 }}%
Bonus Percentage: {{ BONUS_PCT|decimalToPercent:0 }}%
Market Percentile: {{ PERCENTILE|decimalToPercent:0 }}th percentile

Formatting Dates

Use these filters to format dates in different styles.

Format Code	What It Shows	How to Use It	Result
"F j, Y"	Full month, day, year	{{ DATE\|date:"F j, Y" }}	July 24, 2025
"M j, Y"	Short month, day, year	{{ DATE\|date:"M j, Y" }}	Jul 24, 2025
"Y-m-d"	Year-month-day (ISO format)	{{ DATE\|date:"Y-m-d" }}	2025-07-24
"m/d/Y"	Month/day/year	{{ DATE\|date:"m/d/Y" }}	07/24/2025
"F Y"	Month and year only	{{ DATE\|date:"F Y" }}	July 2025
"Y"	Year only	{{ DATE\|date:"Y" }}	2025

Copy-Paste Examples for Dates

Effective Date: {{ SALARY_EFFECTIVE_DATE|date:"F j, Y" }}
Grant Date: {{ ISSUANCE_DATE|date:"M j, Y" }}
Review Period: {{ START_DATE|date:"F Y" }} - {{ END_DATE|date:"F Y" }}

Formatting Text

Use these filters to change how text appears (uppercase, lowercase, etc.).

Filter	What It Does	How to Use It	Result
upper	Makes all letters UPPERCASE	{{ "hello"\|upper }}	HELLO
lower	Makes all letters lowercase	{{ "HELLO"\|lower }}	hello
title	Capitalizes First Letter Of Each Word	{{ "hello world"\|title }}	Hello World
trim	Removes extra spaces	{{ " hello "\|trim }}	hello
replace("old", "new")	Replaces text	{{ "Hello World"\|replace("World", "Team") }}	Hello Team

Copy-Paste Examples for Text

Employee Name: {{ EMPLOYEE_NAME|title }}
Job Title: {{ NEW_TITLE|title }}
Department: {{ DEPARTMENT|upper }}

Showing or Hiding Content (Conditional Logic)

Use these to show content only when certain information exists.

Basic If Statement

Format:

{% if VARIABLE_NAME %}
Content to show if variable exists
{% endif %}

Example:

{% if INCREASE %}
Your salary increase is {{ INCREASE|toCurrency }}
{% endif %}

If/Else Statement

Format:

{% if VARIABLE_NAME %}
Show this if variable exists
{% else %}
Show this if variable doesn't exist
{% endif %}

Example:

{% if has_promotion %}
Congratulations on your promotion to {{ NEW_TITLE }}!
{% else %}
Your current title is {{ CURRENT_TITLE }}.
{% endif %}

Multiple Conditions (OR)

Format:

{% if VARIABLE_1 or VARIABLE_2 %}
Show if either variable exists
{% endif %}

Example:

{% if SPOT or ANNUAL %}
You are receiving a bonus this year.
{% endif %}

Multiple Conditions (AND)

Format:

{% if VARIABLE_1 and VARIABLE_2 %}
Show only if both variables exist
{% endif %}

Example:

{% if INCREASE and INCREASE_PCT %}
Increase: {{ INCREASE|toCurrency }} ({{ INCREASE_PCT|roundHalfUp:1 }}%)
{% endif %}

Complete Examples You Can Copy

Example 1: Salary Section

{% if INCREASE %}
<div class="salary-section">
<h3>Salary</h3>

<div>Current Salary: {{ CURRENT|roundHalfUp:0|toCurrency }}</div>

<div>
Increase Amount: {{ INCREASE|roundHalfUp:0|toCurrency }}
{% if INCREASE_PCT %}
({{ INCREASE_PCT|roundHalfUp:1 }}%)
{% endif %}
</div>

<div>New Salary: {{ NEW|roundHalfUp:0|toCurrency }}</div>

{% if SALARY_EFFECTIVE_DATE %}
<div>Effective {{ SALARY_EFFECTIVE_DATE|date:"F j, Y" }}</div>
{% endif %}
</div>
{% endif %}

Example 2: Bonus Section

{% if SPOT or ANNUAL %}
<div class="bonus-section">
<h3>Bonus</h3>

{% if SPOT %}
<div>Spot Bonus: {{ SPOT|toCurrency }}</div>
{% endif %}

{% if ANNUAL %}
<div>Annual Bonus: {{ ANNUAL|toCurrency }}</div>
{% endif %}

{% if BONUS_EFFECTIVE_DATE %}
<div>Effective {{ BONUS_EFFECTIVE_DATE|date:"F j, Y" }}</div>
{% endif %}
</div>
{% endif %}

Example 3: Equity Section

{% if REFRESH or PROMO or SPOT_EQUITY %}
<div class="equity-section">
<h3>Equity</h3>

{% if REFRESH %}
<div>Refresh Grant: {{ REFRESH|roundHalfUp:0 }} shares</div>
{% endif %}

{% if PROMO %}
<div>Promotion Grant: {{ PROMO|roundHalfUp:0 }} shares</div>
{% endif %}

{% if SPOT_EQUITY %}
<div>Spot Grant: {{ SPOT_EQUITY|roundHalfUp:0 }} shares</div>
{% endif %}

{% if ISSUANCE_DATE %}
<div>Grant Date: {{ ISSUANCE_DATE|date:"F j, Y" }}</div>
{% endif %}
</div>
{% endif %}

Example 4: Promotion Section

{% if has_promotion %}
<div class="promotion-section">
<h3>Promotion</h3>

<div>Previous Title: {{ OLD_TITLE }}</div>
<div>New Title: {{ NEW_TITLE }}</div>

{% if PROMOTION_EFFECTIVE_DATE %}
<div>Effective {{ PROMOTION_EFFECTIVE_DATE|date:"F j, Y" }}</div>
{% endif %}
</div>
{% endif %}

Example 5: Personalized Greeting

<div class="greeting">
Hi {{ EMPLOYEE_NAME|title }},
</div>

<div class="letter-body">
{% if has_promotion %}
Congratulations on your promotion to {{ NEW_TITLE }}!
{% endif %}

We're pleased to share your {{ EFFECTIVE_DATE|date:"Y" }} compensation details.

{{ BODY_TEXT }}
</div>

<div class="closing">
{{ CLOSING_TEXT }},

{{ SIGN_NAME }}
{{ SIGN_TITLE }}
</div>

Quick Tips

✅ Do This

Use roundHalfUp:0 for salaries (no cents needed)
Use decimalToPercent for converting 0.15 to 15%
Always check if a variable exists before showing it
Use straight quotation marks: " and '

❌ Don’t Do This

Don’t mix different number formats (be consistent)
Don’t forget to check for empty values with {% if %}
Don’t use curly quotes: " and '
Don’t display raw decimal values for percentages (0.15 instead of 15%)

Common Mistakes and How to Fix Them

Problem	Wrong Way	Right Way
Percentage showing as 0.15 instead of 15%	{{ INCREASE_PCT }}%	{{ INCREASE_PCT\|decimalToPercent:0 }}%
Missing dollar sign	{{ SALARY }}	{{ SALARY\|toCurrency }}
Too many decimal places	{{ SALARY\|toCurrency }}	{{ SALARY\|roundHalfUp:0\|toCurrency }}
Date format wrong	{{ DATE }}	{{ DATE\|date:"F j, Y" }}
Content shows even when empty	Bonus: {{ BONUS }}	{% if BONUS %}Bonus: {{ BONUS }}{% endif %}
Using curly quotes (causes errors)	{{ DATE\|date:"Y" }}	{{ DATE\|date:"Y" }}

Need Help?

Jinja2 Documentation: https://jinja.palletsprojects.com/
Pequity Help Center: https://helpcenter.pequity.com/
Support: Contact your Pequity administrator

Last Updated: December 17, 2025