---
title: Pequity Data Submission Overview & Checklist
description: Pequity data submission checklist
---

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# Pequity Data Submission Overview & Checklist

Hello and welcome to the Pequity pack! Below are some guidelines and templates needed for your data submission process to collect all of the relevant data needed to onboard you into the Pequity platform and/or begin your range/comp cycle design engagement.

 

 📣 This overview + templates will also be provided by your Success team during implementation. Please reach out to your Customer Success Manager with any questions!

 

The data submission will be completed for each data set within your Pequity account.

![](https://helpcenter.pequity.com/hs-fs/hubfs/image-png-Aug-09-2025-05-10-34-6967-AM.png?width=3094&height=1470&name=image-png-Aug-09-2025-05-10-34-6967-AM.png)

Please note that not all data points may apply to your company and project. Your Pequity Success team will be happy to review the data points needed for each phase of your implementation.

 

**Why is it important to have this data ready?**

Whether you are manually providing or using SFTP or API integrations for importing data to Pequity for a Compensation Expert, upcoming Comp Cycle, or to implement Employee Portals and Pequity Embedded with your team - accurate data is key!

 

This list is to provide a comprehensive guide for what data you may need for your implementation process. Don't worry, your Success team will also be available to guide and advise on the most crucial data points.

 

![](https://helpcenter.pequity.com/hs-fs/hubfs/image-png-Aug-09-2025-05-10-52-8739-AM.png?width=3296&height=1804&name=image-png-Aug-09-2025-05-10-52-8739-AM.png)  
![](https://helpcenter.pequity.com/hs-fs/hubfs/image-png-Aug-09-2025-05-11-07-0293-AM.png?width=3290&height=1804&name=image-png-Aug-09-2025-05-11-07-0293-AM.png)

- [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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