--- title: Pequity Implementation Steps description: Learn how to get started with Pequity! --- [Skip to content](https://helpcenter.pequity.com/support/pequity-implementation-steps#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) # Pequity Implementation Steps ## Welcome to Pequity! Here's how to get started. 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](https://helpcenter.pequity.com/support/how-to-import-your-employee-data-into-pequity?hsLang=en) 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:** - [Add Team Member Permissions](https://helpcenter.pequity.com/support/-how-do-i-add-or-remove-an-admin-user-in-pequity-?hsLang=en) ### **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**](https://helpcenter.pequity.com/support/comp-cycle-planning-hierarchy?hsLang=en) 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](https://helpcenter.pequity.com/support/planner-planning-partner-user-guide?hsLang=en) 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](https://helpcenter.pequity.com/support/understanding-the-reward-letter-functionality-in-pequity?hsLang=en)** **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](https://helpcenter.pequity.com/support/understanding-the-reward-letter-functionality-in-pequity?hsLang=en) (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! - [Comp Cycle Pre-Launch Checklist](https://helpcenter.pequity.com/support/comp-cycle-pre-launch-checklist?hsLang=en) - [How to Export Data from a Comp Cycle](https://helpcenter.pequity.com/support/how-to-export-data-from-a-comp-cycle?hsLang=en) For any questions related to your workspace, contact pequity.support@adp.com - [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