--- title: "Onboarding Pequity: Next Steps & Guides" description: Welcome to Pequity! --- [Skip to content](https://helpcenter.pequity.com/support/onboarding-to-pequity-next-steps-guides#main-content) English Show submenu for translations [More support](https://helpcenter.pequity.com/support/kb-tickets/new?hsLang=en) ![Logo (1)](https://helpcenter.pequity.com/hs-fs/hubfs/Logo%20(1).png?width=202&height=50&name=Logo%20(1).png) - [Pequity](https://pequity.com/) - [Platform](https://pequity.com/solutions) - [Blog](https://blog.pequity.com/) - [Login](https://pequity.app/login) - [Get a demo](https://pequity.com/contact) Open main navigation Close main navigation - [Pequity](https://pequity.com/) - [Platform](https://pequity.com/solutions) - [Blog](https://blog.pequity.com/) - [Login](https://pequity.app/login) - [Get a demo](https://pequity.com/contact) - English Show submenu for translations - [More support](https://helpcenter.pequity.com/support/kb-tickets/new) - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Support Center](https://helpcenter.pequity.com/support?hsLang=en) 2. [Getting Started with Pequity](https://helpcenter.pequity.com/support/getting-started-with-pequity?hsLang=en) # Onboarding Pequity: Next Steps & Guides ## Welcome to Pequity! 🎉 We’re excited to get you started. Below is an outline of the key steps and resources you’ll use as you configure your account, set up integrations, and prepare for your first data import. ![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) Step 1: Setting up Admin Access 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 → Access Settings** 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. ![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)   Step 2: Configuring Data  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) #### ![Untitled (Facebook Post) (3)](https://helpcenter.pequity.com/hs-fs/hubfs/Untitled%20(Facebook%20Post)%20(3).png?width=670&height=377&name=Untitled%20(Facebook%20Post)%20(3).png) #### Step 3: Integrating your HRIS After your data configuration is complete, you can move forward with your HRIS integration. - Review our[SFTP setup guide](https://helpcenter.pequity.com/support/hris-sftp-integration?hsLang=en) for step-by-step instructions. - Finalizing your data configuration first is critical, as this ensures Pequity receives a clean, accurate data report for People updates. 👉 **Resource**: [Guide to Setting Up SFTP with Pequity](https://helpcenter.pequity.com/support/hris-sftp-integration?hsLang=en) #### ![Untitled (Facebook Post) (4)](https://helpcenter.pequity.com/hs-fs/hubfs/Untitled%20(Facebook%20Post)%20(4).png?width=670&height=377&name=Untitled%20(Facebook%20Post)%20(4).png) #### Step 4: Setting up your SSO If your team would like to set up Single Sign-On (SSO), Pequity supports Okta and other authenticators. - Use our instructions to configure **Okta SSO**. - If you’ll be using a different authenticator, please let us know so we can provide additional guidance. 👉 **Resource**: [Okta SSO Setup Guide](https://helpcenter.pequity.com/support/setting-up-okta-sso-for-pequity?hsLang=en) #### ![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) #### Step 5: 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. #### Need Help? When you’re ready to load your first data set, use the guides and templates linked above! Once your data and integrations are ready, we’ll work together to ensure everything is running smoothly. - [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) [![Pequity](https://helpcenter.pequity.com/hubfs/Pequity%20an%20adp%20company%20final%5B96%5D%20(1).svg "Pequity")](http://pequity.com) 1 ADP Boulevard Roseland, NJ 07068 Copyright © 2026 Pequity, an ADP Company