How do I set up Reward Letter templates for my Comp Cycle?

Pequity Comp Cycle Reward Letters are fully configurable as a .docx file. Doc based templates allow you to load dynamic data using tokenized fields that can be copy/pasted from your unique cycle settings, support multiple language letters, add your own branding and design (including logos, colors, and messaging), and assign letters in bulk or individually to employees in your cycle.

Have logic based assignment rules? Reach out to your Comp Cycle Service team to request a custom logic design. 

How to Set Up Your Templates in your Cycle

1. Navigate to the Reward Letters section in Pequity.
   
   
2. Add token fields like , , , etc.
   
3. Customize text, formatting, and layout to reflect your voice and values.
   
   --> Want to use a Pequity Template? Download our sample template.
4. Add a template by uploading a .docx in your Reward Letter Settings.
   
   
   --> Want to use a template from a previous cycle? Download your previous cycle templates at any time from your Reward Letter Template list:
   

How to Assign Reward Letter Templates to Employees

1. Navigate to your Employee Workbook
2. Select Employees to assign Reward Letter in the "Reward Letter Template" column
3. Generate Reward Letters for All Employees

How to Download Reward Letters for each Employee

• Download for Individual Employees
  

• Bulk Download All Employees
  

Ready to send letters! Learn more about each delivery system below:

• Send via Email
  
• Allow Managers to Download for Employees
  
• Bulk Download for Internal Delivery
  

Need Help?

For step-by-step guides, visit the Pequity Help Center or reach out to your account manager or support team at support@getpequity.com.