Pequity Implementation Steps

Welcome! This guide walks you through the steps to get your workspace up and running. Please note that estimated timelines are dependent on complexity of data and your team's internal process.

Step 1: Upload Your People & Range Data

Estimated Timeline: 3-5 days depending on the complexity of your data

Your Goal: Upload People & Range Data to get started with Pequity

Start by uploading two things:

People — Your employee roster (name, job info, salary, manager). Records sync from Lyric automatically, and you can add fields via CSV.
Ranges — Your pay bands, organized by job family, level, and geography. Ranges power Compa Ratio and Salary Penetration calculations across your comp cycles.

Pequity includes column mapping tools to help you validate data before it goes live.

Once your initial People data is loaded and validated, we can set up an SFTP connection to automate weekly updates to your People page so your roster stays current without manual uploads.

Alongside this step:

Step 2: Configure Your Comp Cycle

Estimated Timeline: 1-2 weeks

Estimated Implementation Hours: 2-3

Your Goal: Review the Comp Cycle created by the Pequity team & adjust as needed using frontend functionality

After your data upload is complete, you'll receive an email with a Comp Cycle Kickoff form. Please fill it out with your launch date and key components. Our team will build a first draft within 1–2 weeks, then walk you through details on a kickoff call, arranged by your Pequity Implementation specialist.

You have 5 implementation hours to use for setup and training. A portion of these hours will be dedicated to our Comp Cycle Architect team building the initial version of your compensation cycle. Many customers use the remaining hours to review additional iterations of their cycle and talk through their Planning Hierarchy.

Our Standard Support team can help with async guidance on configuring budgets, pay components, manager workbook columns, any automated formulas etc.

Step 3: Configure Planning Groups & Waves

Estimated Timeline: 3-5 days

Estimated Implementation Hours: 0.5

Your Goal: Create your Planning Hierarchy using frontend functionality

A Planning Group is the set of employees one Planner is responsible for. Every employee belongs to exactly one group. You can create groups manually or via spreadsheet upload.

Waves

Waves control the order of planning. A typical setup:

Admins open and close waves manually and can run multiple waves at the same time.

Roles to know: Company Admins have full access. Planners enter and submit recommendations. Planning Partners (typically HRBPs) can review and comment but cannot submit unless granted permission.

Step 4: Generate Reward Letters

Estimated Timeline: 1-2 days

Estimated Implementation Hours: 0.5

Your Goal: Design & generate Reward Letters using frontend functionality

Once a cycle closes, Pequity can generate personalized reward letters for each employee, pulling salary, bonus, equity, and effective dates directly from the cycle.

Set up your letter template (copy, logo, signatories) before the cycle closes. From there, letters can be emailed directly from Pequity or bulk-downloaded as a zip file. An exportable report tracks send status for audit purposes.

NOTE: This step can be deferred until after launch. We recommend prioritizing compensation data configuration, workflow setup, and end-to-end testing first to ensure recommendations, approvals, and reporting are functioning correctly. Reward letter design and generation can be completed afterward without impacting the core compensation cycle launch.

Step 5: Testing

Estimated Timeline: 1-2 weeks

Estimated Implementation Hours: 1

Your Goal: Finalize your cycle using frontend functionality & Test with your team

You're ready to begin testing! Feel free to clone your cycle, swap planner views, and simulate submissions to make sure you feel comfortable launching your cycle! A pre-launch call using one of your Implementation hours can be arranged with the Pequity team to review your cycle & pre-launch steps!

For any questions related to your workspace, contact pequity.support@adp.com