How to Import Your Employee Data into Pequity

Welcome! If you're new to Pequity or using a free trial, this guide will walk you through how to import your own employee roster and start working with your actual data. Let’s get started!

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🧹 Step 1: Clear Out Demo Data

If your workspace was preloaded with demo data, you’ll see ~1,000 sample employee records.

To remove them:

1. Go to the People tab.

2. Select all employees using bulk select.

3. Confirm that all 1,000+ are selected.

4. Click Delete.

This may take a few moments—hang tight while it completes.

💡 You can still explore Comp Cycle templates! These operate independently and won’t be affected by deleting the demo employee data.

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➕ Step 2: Add Custom Columns (Optional)

Want to track something specific—like a custom stipend or bonus type?

1. Go to Edit Columns in the People tab.

2. Click + Add Column.

3. Name your new column (e.g., “Gym Stipend”).

4. Set the type (e.g., Currency).

5. Pick a color to highlight it (optional).

6. Make it editable, filterable, and sortable (optional).

7. Choose where it appears in your table (optional).

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📁 Step 3: Import Your Employee Data File

1. Navigate to the Data tab.

2. Click Add New Source.

3. Upload your CSV file.

4. Name your import (optional).

5. (Optional) Add a description to help differentiate it later.

If your headers aren’t in Row 1, you can choose the correct row before mapping.

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🧠 Step 4: Review and Map Your Data

Pequity’s AI will take a first pass at mapping your columns to existing system fields.

• Check for mapping errors (click “Filter by Errors”).

• Resolve any flagged fields (e.g., duplicate emails).

• If a column like "Email" doesn’t need to be unique, you can toggle that off.

Once satisfied:

1. Confirm the data types (e.g., dates, currency).

2. Click Next and Review the import.

3. Export the cleaned data if desired.

4. Click Upload to complete the import.

Your employee data is now in Pequity!

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🔄 Step 5: Map Data to People Fields

1. Go back to the People tab.

2. Click Edit Columns > Data Mapping.

3. Set the new upload as your primary data source.

4. Map key fields like:

   • First Name

   • Last Name

   • Start Date

   • Base Salary

5. Click Publish Changes.

Your employee data will now appear correctly in the People list.

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🚀 Step 6: Put Your Data to Work

Now that your people data is loaded, you can:

• Use it in Insights (refreshed daily)

• Launch a new Comp Cycle:

  1. Go to Comp Cycles and create a new cycle.

  2. Select your uploaded employee list.

  3. Choose which columns to import.

  4. Click Confirm.

Just like that—you’re ready to begin planning compensation with your own data.

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🙋 Need Help?

Reach out anytime to support@getpequity.com—we’re here to help.