---
title: Pequity Features & Workflows | Support Center
description: Exploring Pequity’s Core Features, Advanced Range & Compensation Configurations, Integration Setup & Processes
---

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2. [Pequity Features & Workflows](https://helpcenter.pequity.com/support/pequity-features-workflows)

# Pequity Features & Workflows

 Exploring Pequity’s Core Features, Advanced Range & Compensation Configurations, Integration Setup & Processes

- [Setting Up Budgets in the Compensation Workbook](https://helpcenter.pequity.com/support/setting-up-budgets-in-the-compensation-workbook)
- [How to Add a Dropdown in Your Compensation Cycle](https://helpcenter.pequity.com/support/how-to-add-a-dropdown-in-your-compensation-cycle)
- [How to manage Equity Data in Pequity?](https://helpcenter.pequity.com/support/how-to-manage-equity-data-in-pequity)
- [How to Create New Columns in your Comp Cycle](https://helpcenter.pequity.com/support/how-to-edit-formulas-in-your-comp-cycle-0)
- [Introducing Two Powerful New Features in Pequity](https://helpcenter.pequity.com/support/introducing-two-powerful-new-features-in-pequity)
- [What are Comp Cycle Planners, Planning Partners, and Custom Roles?](https://helpcenter.pequity.com/support/planner-planning-partner-user-guide)
- [How do I Create a new cycle from scratch in Pequity?](https://helpcenter.pequity.com/support/how-do-i-create-a-new-cycle-from-scratch-in-pequity)
- [How to Edit Formulas in your Comp Cycle](https://helpcenter.pequity.com/support/how-to-edit-formulas-in-your-comp-cycle)
- [Common Questions about Uploading Your Data in Pequity](https://helpcenter.pequity.com/support/common-questions-about-uploading-your-data-in-pequity)
- [How do I create or clone a comp cycle in Pequity?](https://helpcenter.pequity.com/support/how-do-i-run-a-comp-cycle-in-pequity)
- [Why don’t I see the ‘Create Offer in Pequity’ button in Greenhouse even though the extension is installed?](https://helpcenter.pequity.com/support/why-dont-i-see-the-create-offer-in-pequity-button-in-greenhouse-even-though-the-extension-is-installed)
- [Downloading the Pequity Chrome Extension for Greenhouse](https://helpcenter.pequity.com/support/downloading-the-pequity-chrome-extension-for-greenhouse)
- [Using Pequity Approvals With and Without a Greenhouse Integration](https://helpcenter.pequity.com/support/using-pequity-approvals-with-and-without-a-greenhouse-integration)
- [📤 How to Distribute Compensation Letters in Pequity](https://helpcenter.pequity.com/support/-how-to-distribute-compensation-letters-in-pequity)
- [Pequity's Formula Copilot Guide](https://helpcenter.pequity.com/support/pequitys-formula-copilot-guide)
- [Pequity Approvals User Guide](https://helpcenter.pequity.com/support/pequity-approvals-user-guide)
- [How to Manage Range Permissions in Pequity](https://helpcenter.pequity.com/support/update-team-permissions)
- [Unarchiving a Cycle in Pequity](https://helpcenter.pequity.com/support/unarchiving-a-cycle-in-pequity)
- [How to Delete a Compensation Cycle](https://helpcenter.pequity.com/support/how-to-delete-a-compensation-cycle)
- [Pequity Comp Cycle Admin Training](https://helpcenter.pequity.com/support/comp-cycle-admin-training)
- [What is a Pequity Power User?](https://helpcenter.pequity.com/support/what-is-a-pequity-power-user)

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## Pequity Comp Cycles

- [How do I adjust my Comp Cycle columns?](https://helpcenter.pequity.com/support/adjust-comp-cycle-columns)
- [Clearing Change History in a Comp Cycle](https://helpcenter.pequity.com/support/clearing-change-history)
- [How Can I Import Planning Groups In My Comp Cycle?](https://helpcenter.pequity.com/support/how-can-i-import-planning-groups-in-my-comp-cycle)
- [Best Practices for Cloning Comp Cycles](https://helpcenter.pequity.com/support/best-practices-for-cloning-comp-cycles)
- [Ways to create a Compensation Cycle in Pequity](https://helpcenter.pequity.com/support/ways-to-create-a-comp-cycle-in-pequity)
- [Where Can I Find Existing Compensation Cycles?](https://helpcenter.pequity.com/support/where-can-i-find-existing-comp-cycles)
- [Understanding the Reward Letter Functionality in Pequity](https://helpcenter.pequity.com/support/understanding-the-reward-letter-functionality-in-pequity)
- [Comp Cycle Pre-Launch Checklist](https://helpcenter.pequity.com/support/comp-cycle-pre-launch-checklist)
- [Understanding Waves & Planning Hierarchy in Pequity](https://helpcenter.pequity.com/support/comp-cycle-planning-hierarchy)
- [Formulas in Comp Cycles: Complete Function Reference Guide](https://helpcenter.pequity.com/support/formulas-in-comp-cycles-complete-function-reference-guide)
- [Archiving a Cycle in Pequity](https://helpcenter.pequity.com/support/archiving-a-cycle-in-pequity)
- [How to Sync Employee Data in a Compensation Cycle](https://helpcenter.pequity.com/support/how-to-sync-employee-data-in-a-compensation-cycle)
- [How to Set a Compensation Element as Currency or Numeric Value in Pequity](https://helpcenter.pequity.com/support/how-to-set-a-compensation-element-as-currency-or-numeric-value-in-pequity)
- [Writing Formulas in Compensation Cycles: Function Reference Guide](https://helpcenter.pequity.com/support/writing-formulas-in-compensation-cycles-function-reference-guide)
- [How do I make changes in bulk to my employees in a Comp Cycle?](https://helpcenter.pequity.com/support/bulk-changes-to-employees-in-comp-cycle)
- [How to Set Minimum and/or Maximum Values for Decimal, Currency or Percent Fields](https://helpcenter.pequity.com/support/how-to-set-minimum-and/or-maximum-values-for-decimal-currency-or-percent-fields)
- [How to Easily Remove Users from a Wave](https://helpcenter.pequity.com/support/how-to-easily-remove-users-from-a-wave)
- [A planner accidentally submitted before they were ready, and they need to make more changes. Can I reopen planning for them?](https://helpcenter.pequity.com/support/a-planner-accidentally-submitted-before-they-were-ready-and-they-need-to-make-more-changes.-can-i-reopen-planning-for-them)
- [Applying Indian Number Formatting to Reward Letters](https://helpcenter.pequity.com/support/applying-indian-number-formatting-to-reward-letters)
- [How can I rename my comp cycle?](https://helpcenter.pequity.com/support/how-can-i-rename-my-comp-cycle)
- [Can I edit the Email Notification users receive when a Wave or Group is launched?](https://helpcenter.pequity.com/support/can-i-edit-the-email-notification-users-receive-when-a-wave-or-group-is-launched)
- [Can I control the decimal places in reward letters?](https://helpcenter.pequity.com/support/can-i-control-the-decimal-places-in-reward-letters)
- [Configuring Budget Trackers](https://helpcenter.pequity.com/support/configuring-budget-trackers)
- [How to Assign Currency Codes to Currency Fields in Pequity Comp Cycles](https://helpcenter.pequity.com/support/how-to-assign-currency-codes-to-currency-fields-in-pequity-comp-cycles)
- [How to Define Your Comp Cycle's Budget Number](https://helpcenter.pequity.com/support/how-to-define-your-comp-cycles-budget-number)
- [How to Plan in Percent or Currency in Pequity](https://helpcenter.pequity.com/support/how-to-plan-in-percent-or-currency-in-pequity)
- [Comp Cycles User Guide: Navigating and Using your cycle](https://helpcenter.pequity.com/support/comp-cycle-user-guide-planner-roles)
- [How to Create your Compensation Cycle in Pequity!](https://helpcenter.pequity.com/support/create-clone-comp-cycle)
- [How can I move a Planning Group between waves?](https://helpcenter.pequity.com/support/how-can-i-move-a-planning-group-between-waves)
- [How can I add a planning group for comp cycle?](https://helpcenter.pequity.com/support/how-can-i-add-a-planning-group-for-comp-cycle)
- [Reward Letter Template Custom Formatting & Formulas](https://helpcenter.pequity.com/support/reward-letter-formatting)
- [How can I create a new role for a Comp Cycle?](https://helpcenter.pequity.com/support/how-can-i-create-a-new-role-in-comp-cycle)
- [How can I create a new layout for my cycle?](https://helpcenter.pequity.com/support/how-can-i-create-a-new-layout-for-my-cycle)
- [Email Notifications Sent During Compensation Cycles](https://helpcenter.pequity.com/support/email-notifications-sent-during-compensation-cycles)
- [How do I add a comment during a Comp Cycle?](https://helpcenter.pequity.com/support/add-a-comment-in-comp-cycle)
- [How can I download and send out the reward letters for my team members?](https://helpcenter.pequity.com/support/how-can-i-download-and-send-out-the-reward-letters-for-my-team-members)
- [Understanding Additional Budget Behavior in Pequity](https://helpcenter.pequity.com/support/understanding-additional-budget-behavior-in-pequity)
- [How do I import data to my Comp Cycle?](https://helpcenter.pequity.com/support/comp-cycle-data-import)
- [How to Enable HR and People Partners to Import People Data into Comp Cycles](https://helpcenter.pequity.com/support/how-to-enable-nonadmins-to-import-people-data-into-comp-cycles)
- [Are lower-level Planning Groups automatically approved when a Planner above them approves their own workbook?](https://helpcenter.pequity.com/support/are-lower-level-planning-groups-automatically-approved-when-a-planner-above-them-approves-their-own-workbook)
- [How to Export Data from a Comp Cycle](https://helpcenter.pequity.com/support/how-to-export-data-from-a-comp-cycle)
- [What happens when I "End Cycle" in  my Pequity Comp Cycle?](https://helpcenter.pequity.com/support/end-cycle)
- [How do I add a Description for my Comp Cycle columns?](https://helpcenter.pequity.com/support/add-description-to-comp-cycle-columns)
- [✉️ Creating, Customizing, and Sending Reward Letters in Pequity](https://helpcenter.pequity.com/support/creating-customizing-and-sending-reward-letters-in-pequity)
- [How to Set the Naming Convention for Reward Letters](https://helpcenter.pequity.com/support/how-to-set-the-naming-convention-for-reward-letters)
- [As a planner / planning partner, how can I download/ send out the reward letters?](https://helpcenter.pequity.com/support/as-a-planner-/-planning-partner-how-can-i-download-the-reward-letters)

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## Pequity Ranges Tool

- [Am I able to export my company's Ranges from the Pequity tool?](https://helpcenter.pequity.com/support/am-i-able-to-export-my-companys-ranges-from-the-pequity-tool)
- [💼 How to Manage Pay Ranges in Pequity: Full Admin Setup Guide](https://helpcenter.pequity.com/support/how-to-manage-pay-ranges-in-pequity-full-admin-setup-guide)

## Pequity People Tool

- [How Total Comp & Total Cash work on the People List](https://helpcenter.pequity.com/support/how-total-comp-total-cash-work-on-the-people-list)
- [How to Add a Disclaimer to Your Employee Portals](https://helpcenter.pequity.com/support/how-to-add-a-disclaimer-to-your-employee-portals)
- [Adding Reward Letter Views to the Employee Portal in Pequity](https://helpcenter.pequity.com/support/reward-letter-views-employee-portal)
- [How do I add an Employee to the People Data Page?](https://helpcenter.pequity.com/support/how-do-i-add-an-employee-to-the-people-data-page)
- [Can the data from the People tool be exported?](https://helpcenter.pequity.com/support/people-data-export)

## Pequity Approvals Tool

- [How do I integrate Greenhouse with Pequity Approvals?](https://helpcenter.pequity.com/support/how-do-i-integrate-greenhouse-with-pequity-approvals)
- [How do I use Pequity Approvals?](https://helpcenter.pequity.com/support/use-pequity-approvals)
- [Introduction to Pequity Approvals](https://helpcenter.pequity.com/support/pequity-approvals-demo)
- [How to Create / Update an Offer from Greenhouse using the Pequity Extension](https://helpcenter.pequity.com/support/how-to-create-/-update-an-offer-from-greenhouse-using-the-pequity-extension)
- [Writing Formulas in Approvals: Function Reference Guide](https://helpcenter.pequity.com/support/formulas-in-approvals-function-reference-guide)
- [Pequity Approvals FAQs & Use Cases](https://helpcenter.pequity.com/support/pequity-approvals-faqs)
- [NEW Pequity Approvals Center](https://helpcenter.pequity.com/support/approvals-center-guide)
- [How do I add an Associated User to an Offers Approval Chain?](https://helpcenter.pequity.com/support/how-do-i-add-an-associated-user-to-an-offers-approval-chain)

See less ▼

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

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

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

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

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

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