This page controls the core identity, timeline, status, and access settings for your comp cycle. Changes on this page are not saved automatically. Use the Save button in the top-right corner. The button is only active when you have unsaved changes.

This page controls the core identity, timeline, status, and access settings for your comp cycle. Changes on this page are not saved automatically. Use the **Save** button in the top-right corner. The button is only active when you have unsaved changes.

An **Audit log** button (also in the top-right) opens a drawer showing a history of all changes made to cycle settings.


 ![image.png](https://support.pave.com/api/attachments.redirect?id=66435bfe-cb46-4ed4-8244-2fff8c75b346 " =2898x1588")


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**Cycle name**

The name shown to all planners who have permission to view this cycle. Required. The form will not save without it.


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**Cycle status**

Controls what planners can see and do within the cycle. Required.

* **Inactive:** Hidden from planners entirely. Use this while you are still configuring the cycle before it goes live.
* **Active:** Visible to planners. They can open worksheets and submit changes. Switching a cycle to Active requires a manual refresh of your integration data afterward.
* **Finalized:** Read-only for planners. Use this once planning is complete. Finalizing a cycle also enables reward letter distribution.


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**Start date**

The official start of the cycle, displayed to planners in the cycle header. This date drives three calculations:

* Employee tenure
* Salary proration for partial-year employees
* The projected next vesting year for new equity grants

Required. The start date must be before the end date. The form will show a validation error if it is not.


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**End date**

Sets the cycle close date. Planners see a "days remaining" countdown in the cycle header based on this date. Required.


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**Bands**

A shortcut that opens Market Pricing, where you configure the compensation bands used as reference ranges in the planner worksheet. Bands are configured separately in Market Pricing and are not managed on this page.


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**Cycle permissions**

By default, all planner roles can view this cycle. Enabling this toggle restricts visibility to specific roles you select.

When you enable the toggle, the **Admin** role is automatically added and cannot be removed. The form will show an error if you attempt to save without Admin included. You can add any additional planner roles alongside Admin.

Disabling the toggle clears the role list and restores access for all planner roles.


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**View self**

Add employees here to give them read-only access to view their own record in the planner worksheet. Use the search field to find employees by name or email, then select them to add. Employees added here can only see themselves and do not get full planner access.


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**Reset cycle**

Clears all planner inputs and worksheet progress, then recalculates column values from the original source data. Your cycle configuration, uploaded data, budgets, columns, and recommendation logic are not affected.

> **This action cannot be undone.**

When you click **Reset**, a confirmation modal appears. You must type the exact name of the cycle to proceed. The modal also includes an optional checkbox: **Also delete this cycle's approval chains.** Checking this clears all approval chains and worksheets, which will need to be regenerated before starting your cycle.

The Reset button is disabled and shows a tooltip ("This cycle is finalized. You can no longer reset it.") when the cycle status is Finalized.


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**Cycle integration data** *(beta, visible only to users with snapshot edit permissions)*

This section manages the integration data snapshot for your cycle. A snapshot locks a point-in-time copy of your HRIS and equity data into the cycle so that planner worksheets reflect consistent data throughout the planning period.

The section displays:

* The current snapshot status and the timestamp of the last snapshot
* A **View history** link that opens a snapshot audit log drawer
* All connected HRIS and equity integrations, with employee counts (for HRIS) or grant match percentages (for equity)

The **Snapshot** button opens a drawer where you choose a snapshot type:

*[Read more about cycle snapshotting here](https://support.pave.com/en-us/articles/snapshot-cycle-data-uplsT2UQIk)*

* **Full snapshot:** Snapshots all of your HRIS and equity management system (EMS) data.
* **Partial snapshot:** Snapshots a specific subset of HRIS data. When selected, you choose one of two sub-options:
  * *Update specific employees and fields:* Select individual employees and the specific HRIS fields to update.
  * *Update management chains for all employees:* Refreshes manager relationships for all employees, which determines access for users with bypass approvals permissions. Approval chains are not changed but can be regenerated separately in the approval chains tab.

> **The Snapshot button is only enabled when the cycle is in a "Frozen" state.** If the cycle is not frozen, the button is disabled with the tooltip "Cycle must be frozen to snapshot." If a snapshot or revert job is already running, the button is also disabled.




Configure cycle settings

Configurations overview

Cycle access permissions

Overview

Configure employee eligibility

Configure approval chains

Configure cycle columns

Configure planning windows

Configure budgets

Configure worksheet settings

Configure currency and equity

Configure recommendation logic

Snapshot cycle data

Reset and delete cycles

Configure data upload

Configure reward letter settings

Cycle Setup

OTE planning

Writing formulas with Handlebars

Hourly and monthly pay

Custom Columns

Columns and Formulas

Using the planner worksheet

Using the employee detail view

Cycle Progress dashboard

Budgets dashboard

Cycle Outcomes dashboard

Approval Statuses 

Worksheet Experience

Overview of smart features in compensation planning

Peer Comparison

Smart Flags

Priority Sort

Compensation Outliers

Manager Compression Flag

Vesting Drop Flag

Flags and Insights

Compensation Planning

Connect ADP

Connect BambooHR

Connect Dayforce

Connect Deel

Connect Gusto

Connect HiBob

Connect Workday

Connect Namely

Connect Paylocity

Connect Personio

Connect Rippling

Connect UKG Pro

Connect CharlieHR

Connect Humaans

Connect Justworks

Connect Sapling

Connect SAP SuccessFactors

Connect TriNet

Connect Zenefits

HRIS Integrations

Connect Carta

Connect ComputerShare

Connect Shareworks

Connect E*Trade

Connect Fidelity

Connect Global Shares

Connect Pulley

Connect Schwab

Connect Ledgy

EMS integrations

Connect Culture Amp

Connect Workday Performance

Performance integrations

Connect Ashby

Connect Greenhouse

Connect Lever

Connect Workday ATS

ATS integrations

Manage your connections

Upload custom reports (historical pay, benefits, and original grant value)

Pave API

Send reward letters to Workday

Integrations

Configure Team View

Team View

Grades

Setting up Company Job Architecture

Company Job Architecture

Job Architecture 101

Pay Zone Manager

Step 1: Build Foundation

Generate Bands from Market Data

Editing Bands

Calculated Columns

Bands Set Audit Log

Bulk & Manually Associate Market Data to Bands

Employee Distribution in Bands

How to duplicate band sets

Managing & Reordering Calculated Columns

Unmatched Employees

View changes

Pay Types: Calculated TDC, Annual Equity, and Refresh Equity

Manually Create New Band Sets

Band Sets

Upload/Download Bands

Step 3: Update Ranges

Advanced Filters

Compare Bands

Generate Bands for New Jobs in Your Job Architecture

Relative Permissions

Ongoing Management & Analysis

Edit and apply benchmarks

Set weights and logic

Map data sources to jobs

Supported survey providers

Manage Pave data sources

Manage survey data sources

Benchmarks overview

Survey aging

Step 2: Benchmarking

Market Pricing

Create an account and log in

Set up single sign-on (SSO)

Account setup

Configure role permissions

Create and manage roles

Roles and permissions

Impersonate a user

Manage notifications

Complete your company profile

Manage company settings

Platform settings

Account & Permissions

June 2026 data release

Create and manage Peer Groups in Market Data

Create and manage Market Data reports

Equity data benchmarking

Explore data composition

Explore the Pave job catalog

Filter Market Data benchmarks

Get started with Market Data

Share Market Data externally

Use the Recent Hire filter

Market Data Benchmarks (Features & Workflows)

Understand Calculated Benchmarks

Understand Consistency Labels

Understand job matching

Understand Market Data methodology

Understand Job Levels

Market Data Methodology 

Explore Global Location Insights

Explore Equity Practices

Other Pave Market Data Products 

Market Data FAQ

FAQ's

Upgrade to Market Data Pro

Upgrades & Pricing 

Market Data

Customize branding in Total Rewards and Visual Offer Letter

Branding and customization

Configure benefits

Configure equity settings

Customize compensation display

Equity slider and valuation options

Compensation configuration

Future modeling overview

Configure future grant modeling

Configure compensation simulator

Future modeling

Set up Learning Hub content

Learning Hub

Total Rewards & Visual Offer Letter

Security at Pave

Security General Information

 Do you provide encrypted data storage of at least 256 AES?

Does Pave provide activity logs if requested? 

Will Pave connect a customer's data to any other systems?

Does Pave have a data retention policy? How long will the customer's data be kept in Pave's system?

What is Pave's threat detection strategy?

How do customers receive security alerts and/or security advisories?

Is Pave GDPR compliant?

What specific data is shared with Pave?

Can I please have your SOC 2 report?

Can people see our company name if we complete our integrations or is that also de-identified?

Can we complete the integration without sharing PII like employee name and email? 

How can I access Pave's DPA?

Are your data transmissions encrypted with at least TLS 1.2?

Security FAQs

Security

Guide

Pave

<p>Search for answers or submit a support ticket, right from the search bar.</p>