How to manage Equity Data in Pequity?

Frequently Asked Questions

Can Pequity Cater Equity Data?

Yes. Pequity can handle and store equity data within the platform.

Where can I find Equity Data?

• People Page – Equity data is stored as part of employee records.
• Employee Portal – Employees can view their equity information through the Equity Analysis feature.

How Do I Upload Equity Data into the Platform?

Currently, equity data uploads are managed by the Pequity Support team.

Steps to Upload Equity Data

1. Prepare your equity data file.
2. Contact Pequity Support and inform them that you would like equity data uploaded to your system.
3. Request the Equity Data Template from Pequity Support.
4. Review the template to ensure all required columns and fields are completed correctly.
5. Submit the completed file to Pequity Support for processing.
6. Once the upload is complete, your equity data will be available within the platform.

Note: Self-service equity data uploads are not currently available but are planned for a future release.

How Can I Configure Equity Data in the Employee Portal?

After your equity data has been successfully uploaded, you can manage Equity Analysis settings through the Employee Portal configuration.

Steps

1. Navigate to Settings.
2. Select Employee Portal.
3. Click Equity Analysis.
4. Configure the available equity-related settings as needed.

What Can Be Managed Here?

All employee-facing configurations related to equity data and Equity Analysis can be managed from this section.