As a Pequity admin, you will have the ability to turn planning ON or OFF at any point during the comp cycle's duration.
- Login to Pequity and select the cycle you are managing. To do this, click on "Comp Cycle Planning" on the left-hand side menu on your screen. Navigate to the cycle that you would want to start the next wave in.
💡Tip: From this view, you will be able to see if a cycle is turned on and which wave is in progress. - Click on "Cycle Settings" in the top right corner.
- Under the "Waves" section of the Cycle Settings, you will be able to tell if a wave is active by referencing the "Active Groups" column. If the number on the left is greater than 1, there is a group active for that wave.
- From here, you have two options:
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Turn on or off an entire wave.
- By selecting Turn all off you will be turning off planning for all groups in the chosen wave. Upon clicking Turn all off, a modal will open indicating the groups that will have their planning turned OFF by this action. Select turn off to continue or cancel to discard.
- By selecting Turn all on you will be turning on planning for all groups in the chosen wave. Upon clicking Turn all on, a modal will open indicating the groups that will have their planning turned ON by this action. If you select "turn on", the tool will ask if you want to notify planners via email.
- By selecting Turn all off you will be turning off planning for all groups in the chosen wave. Upon clicking Turn all off, a modal will open indicating the groups that will have their planning turned OFF by this action. Select turn off to continue or cancel to discard.
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Turn on or off individual groups within a wave.
- Click on the "groups" toggle on the cycle settings page.
- Here, you will see a list of all groups associated with the cycle. You can filter to the wave you are looking for, then view a list of all available groups for that wave.
- Toggling on the active toggle in the Active column will turn planning on for that associated group. Toggling the Active toggle OFF in the Active column will turn planning off for that associated group. If toggling ON, you will have the option to email the associated planners.
- Click on the "groups" toggle on the cycle settings page.
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- If you choose to notify your planners via email, they will receive an email notifying them it is their turn to plan and for which groups. If they are planners for more than one group, they will all be listed in this email.
Once the next wave begins, the comp cycle dashboard will update to reflect the new wave status.
You're on your way to equitable pay! 🥳
❓ Ready to stop all planning and close the cycle? Read more about how to do so here.