Build your Comp Cycle Proof of Concept: Next Steps & Guides

Step 1: Setting up your Admin AccessOnce you’ve been granted access to the platform (keep an eye out for a welcome email within 24 hours), you’ll want to set up the right access for your team.

• Navigate to Settings →Team Members in the left-hand navigation bar.

• Add admins by entering their email addresses and assigning the Admin role.

• Admins will have full permissions to configure data, manage integrations, and oversee comp cycles.

• We recommend assigning at least two admins to ensure coverage during busy cycles.

Now that you have your admins assigned, you can begin uploading data!

• Submit your data sets through the Data app located in the left-hand navigation bar.

• Configure People columns and settings to adjust how information displays for you and your users.

• Use the templates provided below to ensure your data is formatted correctly.

👉 Resources:

• • Data Submission Guide

  • Ranges Import Template

  • People Import Template

  • Comp Cycle Import Template

  • Equity Import Template

Step 3: Starting the build of a new Comp Cycle

1. From your dashboard, navigate to Comp Cycles.

2. Click + New Cycle to begin setting up a fresh compensation cycle.

3. Give your cycle a name (e.g., “2025 Annual Review”) and select the cycle type (annual, mid-year, promotion-only, etc.).

4. Save your settings to create the initial shell of your cycle.

Step 4: Requesting Support

For the fastest support, always CC Pequity Support (support@getpequity.com) on all emails. This automatically creates a support ticket so our team can track and respond promptly.