Welcome to Aeqium! In this guide, we’ll walk you through the steps involved in fully standing up your company’s account. We’ll show you how to get all your employee and equity data into Aeqium, import your compensation bands, configure your company settings, and set up other users for success. After completing the steps covered here, you will be all ready to get started creating your first comp cycle in Aeqium!

Core Steps Involved:

1. Connect Your HRIS System
2. Import Equity Data
3. Setup Your Compensation Bands
4. Review Your Setup
5. Setup Other Users

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Connect Your HRIS System

Once you’ve logged into Aeqium, you can connect your HRIS system by navigating to the Integrations tab in Settings:

Note: For your company, this page will say “Settings for [Company]”, instead of Aeqium.

Then, click Connect under the Employees card, and select your HRIS from the drop-down list provided. You will then be provided with instructions unique to your HRIS. If you’re having trouble following those instructions, more detailed guidance on integrating specific HRIS systems can be found here: Data Integrations.

Not seeing your HRIS listed? Don’t worry, you can use our Manual Data Import functionality to upload all your employee data in a spreadsheet. Instructions on that process can be found here: Importing Employee Data Manually.

We also encourage you to reach out to us at [email protected] and let us know what HRIS you are using, as we’re constantly looking to expand our list of available integrations!

If there is data that you want in Aeqium that isn’t getting pulled in via your HRIS integration (or imports), you may be able to add it via our Supplemental Data Import functionality. You can find our guide on that functionality here: Importing Supplemental Data

Import Equity Data