---
title: "Build your Comp Cycle Proof of Concept: Next Steps & Guides"
description: Welcome to Pequity!
---

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

## Welcome to Pequity! 🎉 We’re excited you're here. Below are resources to help configure your Pequity account.

<iframe src="https://www.loom.com/embed/ca95a1172ecb4022a007fb58ee73af7c?sid=eef28fa9-6ab4-48fe-971f-c7757b1f9fe3" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe>

 

**Step 1: Setting up your Admin Access**![Untitled (Facebook Post) (1)](https://helpcenter.pequity.com/hs-fs/hubfs/Untitled%20(Facebook%20Post)%20(1).png?width=670&height=377&name=Untitled%20(Facebook%20Post)%20(1).png)Once 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.

**Step 2: Configuring your Data**![Untitled (Facebook Post) (2)](https://helpcenter.pequity.com/hs-fs/hubfs/Untitled%20(Facebook%20Post)%20(2).png?width=670&height=377&name=Untitled%20(Facebook%20Post)%20(2).png)

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

- Submit your data sets through the [Data app](https://helpcenter.pequity.com/support/how-to-import-your-employee-data-into-pequity?hsLang=en) 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](https://helpcenter.pequity.com/support/pequity-data-submission-overview-checklist?hsLang=en)
    - [Ranges Import Template](https://docs.google.com/spreadsheets/d/1bqYL9-bwShr9uFvzegK8S5Den1hUvd8VuGMnCSaHUDk/edit#gid=1538925977)
    - [People Import Template](https://docs.google.com/spreadsheets/d/1xXOMO4VhtS7SCuRteUNUzxjiNHVe9yCHej_Pd5DjkMo/edit#gid=0)
    - [Comp Cycle Import Template](https://docs.google.com/spreadsheets/d/1cWVDcSWVjJJW4O46dJ7ELgB__TmPXF_YnHsF0jQXiTc/edit?gid=0#gid=0)
    - [Equity Import Template](https://docs.google.com/spreadsheets/d/1Hn_2Zpn9MtkiwynTzdKufe-L_RXF_3yJPEByAp-0lTc/edit?gid=0#gid=0)

#### **Step 3: Starting the build of a new Comp Cycle**

#### ![Untitled (Facebook Post) (6)](https://helpcenter.pequity.com/hs-fs/hubfs/Untitled%20(Facebook%20Post)%20(6).png?width=670&height=377&name=Untitled%20(Facebook%20Post)%20(6).png)

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.
5. Pull in details either through syncing from the People page or importing via csv.

#### **Step 4: Requesting Support**

#### ![Untitled (Facebook Post) (5)](https://helpcenter.pequity.com/hs-fs/hubfs/Untitled%20(Facebook%20Post)%20(5).png?width=670&height=377&name=Untitled%20(Facebook%20Post)%20(5).png)

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

- [Getting Started with Pequity](https://helpcenter.pequity.com/support/getting-started-with-pequity?hsLang=en#main-content)

    - [Pequity Setup & Company Admin Onboarding](https://helpcenter.pequity.com/support/getting-started-with-pequity?hsLang=en#pequity-setup-company-admin-onboarding)
    - [Personal Settings](https://helpcenter.pequity.com/support/getting-started-with-pequity?hsLang=en#personal-settings)
    - [Integrations & Data Management](https://helpcenter.pequity.com/support/getting-started-with-pequity?hsLang=en#integrations-data-management)
- [ADP Lyric HCM Integrated Pequity](https://helpcenter.pequity.com/support/adp-lyric-hcm-integrated-pequity?hsLang=en)
- [Managing Your Team in Pequity](https://helpcenter.pequity.com/support/managing-your-team-in-pequity?hsLang=en#main-content)

    - [General User Access](https://helpcenter.pequity.com/support/managing-your-team-in-pequity?hsLang=en#general-user-access)
    - [Single Sign-On (SSO) Integration](https://helpcenter.pequity.com/support/managing-your-team-in-pequity?hsLang=en#single-sign-on-sso-integration)
    - [People Manager Access](https://helpcenter.pequity.com/support/managing-your-team-in-pequity?hsLang=en#people-manager-access)
- [Pequity Features & Workflows](https://helpcenter.pequity.com/support/pequity-features-workflows?hsLang=en#main-content)

    - [Pequity Comp Cycles](https://helpcenter.pequity.com/support/pequity-features-workflows?hsLang=en#pequity-comp-cycles)
    - [Pequity Ranges Tool](https://helpcenter.pequity.com/support/pequity-features-workflows?hsLang=en#pequity-ranges-tool)
    - [Pequity People Tool](https://helpcenter.pequity.com/support/pequity-features-workflows?hsLang=en#pequity-people-tool)
    - [Pequity Approvals Tool](https://helpcenter.pequity.com/support/pequity-features-workflows?hsLang=en#pequity-approvals-tool)
- [Pequity Best Practices](https://helpcenter.pequity.com/support/pequity-best-practices?hsLang=en)
- [Security & Compliance in Pequity](https://helpcenter.pequity.com/support/security-compliance-in-pequity?hsLang=en)
- [Proactive Support & Troubleshooting](https://helpcenter.pequity.com/support/proactive-support-troubleshooting?hsLang=en)
- [Pequity Updates & Insights](https://helpcenter.pequity.com/support/pequity-updates-insights?hsLang=en)
- [Pequity University](https://helpcenter.pequity.com/support/pequity-university?hsLang=en#main-content)

    - [Comp 101](https://helpcenter.pequity.com/support/pequity-university?hsLang=en#comp-101)
- [Reward Letters](https://helpcenter.pequity.com/support/reward-letters?hsLang=en)

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