Reset and delete cycles

What is this?

Resetting a cycle clears all planner inputs and employee-level data entered during the cycle while preserving your cycle configuration, approval chains, and worksheets. This allows you to start the cycle over without needing to rebuild it from scratch. After a reset, each employee's worksheet returns to the first planner in their approval chain.

This action is permanent and cannot be undone. Once you reset a cycle, all planner inputs, reward letter data, and flags are permanently deleted. There is no way to recover this data after the reset is complete. Download your cycle data before resetting if you need to retain any records.

Before resetting, go to the three-dot menu in the top-right corner of the cycle and select Download CSV or Download Cycle History to save a copy of your data.

What is affected by a cycle reset?

The tables below outline every component in a cycle and whether it is affected by a reset. Review both tables carefully before resetting to make sure you understand the full impact.

What is reset

These components are permanently cleared when you reset a cycle.

What is not reset

These components are preserved when you reset a cycle. No action is required to restore them after the reset.

How do I reset a cycle?

1. Log in to Pave.
2. Select Compensation Planning from the left navigation menu.
3. Select View Cycle for the cycle you want to reset.
4. Select the three-dot menu in the top-right corner.
5. Select Reset Cycle.
6. Confirm that you want to reset the cycle.

The page reloads after the reset is complete. All planner inputs are cleared, each employee's worksheet returns to the first planner in their approval chain, and your cycle configuration remains in place.

Also delete this cycle's approval chains

When resetting a cycle, you can optionally select Also delete this cycle's approval chains. This performs everything in the standard reset above and additionally deletes all approval chains and worksheets from the cycle.

Select this option when you need to completely rebuild your approval chain structure (for example, after an organizational restructure or a change in planning hierarchy). If you only need to clear planner inputs and start the cycle over with the same approval chains, leave this option unselected.

This option is also permanent and cannot be undone. If you select it, you will need to re-generate your approval chains and worksheets before planners can resume work in the cycle.

The following components are additionally affected when this option is selected:

Delete a cycle

Cycles cannot be deleted from within Pave. To delete a cycle, reach out to Pave support and provide the name of the cycle you would like deleted.

What is this?

Resetting a cycle clears all planner inputs and employee-level data entered during the cycle while preserving your cycle configuration, approval chains, and worksheets. This allows you to start the cycle over without needing to rebuild it from scratch. After a reset, each employee's worksheet returns to the first planner in their approval chain.

This action is permanent and cannot be undone. Once you reset a cycle, all planner inputs and flags are permanently deleted. There is no way to recover this data after the reset is complete. Download your cycle data before resetting if you need to retain any records.

Before resetting, go to the three-dot menu in the top-right corner of the cycle and select Download CSV or Download Cycle History to save a copy of your data.

What is affected by a cycle reset?

Review both lists carefully before resetting to make sure you understand the full impact.

What is reset

These components are permanently cleared when you reset a cycle.

• Planner inputs -- All values entered by planners are permanently deleted.
• Column values -- All column values are recalculated from source data. Any values that were manually entered or overridden by planners are lost.
• Worksheet progress -- All worksheet submissions are reset. Each employee's worksheet returns to the first planner in their approval chain.
• Flagged employees -- All flags on employees are cleared.
• Reward letter status -- All reward letter statuses are reset, including generated, notified, viewed, and confirmed dates.
• Reward letter visibility -- All reward letters are set to not visible to employees.
• Reward letter eligibility -- All employees are set to not eligible for reward letters.
• Employee change history -- The in-cycle history of changes recorded on each employee record is cleared.
• Recommendation logic audit log -- The audit log that tracks changes made to recommendation logic settings is deleted.

What is not reset

These components are preserved when you reset a cycle. No action is required to restore them after the reset.

• Cycle configuration -- The cycle name, dates, status, and currency settings remain unchanged.
• Recommendation logic -- All recommendation rules, inputs, and settings are preserved. Only the audit log tracking changes to these settings is deleted (see above).
• Custom columns -- All column definitions, types, display formats, and configurations are preserved. The column structure remains intact.
• Budgets -- All budget amounts, allocations, limits, and permissions are preserved.
• Reward letter templates -- All reward letter templates and their configurations remain unchanged.
• Eligibility rules -- Employee eligibility rules and configurations are preserved.
• Approval chains -- Approval chain structure and planner assignments are preserved.
• Worksheets -- All worksheet records are preserved.
• Access permissions -- All user access and permission settings for the cycle remain unchanged.
• Comments -- Comments and justifications left by planners during the cycle are preserved.
• Audit logs -- Cycle-level audit logs are preserved, including logs for eligibility changes, column changes, settings changes, additional data uploads, and performance cycle changes.
• Performance cycle links -- Links to performance review cycles remain unchanged.
• Planning windows -- Planning window configurations are preserved.
• CSV uploaded data -- Data from additional CSV uploads is preserved. Column values derived from this data are recalculated, but the underlying uploaded data remains intact.

How do I reset a cycle?

1. Log in to Pave.
2. Select Compensation Planning from the left navigation menu.
3. Select View Cycle for the cycle you want to reset.
4. Select the three-dot menu in the top-right corner.
5. Select Reset Cycle.
6. Confirm that you want to reset the cycle.

The page reloads after the reset is complete. All planner inputs are cleared, each employee's worksheet returns to the first planner in their approval chain, and your cycle configuration remains in place.

Also delete this cycle's approval chains

When resetting a cycle, you can optionally select Also delete this cycle's approval chains. This performs everything in the standard reset above and additionally deletes all approval chains and worksheets from the cycle.

Select this option when you need to completely rebuild your approval chain structure (for example, after an organizational restructure or a change in planning hierarchy). If you only need to clear planner inputs and start the cycle over with the same approval chains, leave this option unselected.

This option is also permanent and cannot be undone. If you select it, you will need to re-generate your approval chains and worksheets before planners can resume work in the cycle.

What is additionally deleted

These components are permanently deleted on top of everything cleared in the standard reset above.

• Approval chains -- All approval chain assignments are deleted. You will need to re-generate approval chains before restarting the cycle.
• Worksheets -- All worksheet records are deleted. New worksheets are created when approval chains are re-generated.

What is still preserved

These components remain intact even when you select this option. No action is required to restore them.

• Cycle configuration -- The cycle name, dates, status, and currency settings remain unchanged.
• Recommendation logic -- All recommendation rules, inputs, and settings are preserved.
• Custom columns -- All column definitions, types, display formats, and configurations are preserved.
• Budgets -- All budget amounts, allocations, limits, and permissions are preserved.
• Reward letter templates -- All reward letter templates and their configurations remain unchanged.
• Eligibility rules -- Employee eligibility rules and configurations are preserved.
• Access permissions -- All user access and permission settings for the cycle remain unchanged.
• Comments -- Comments and justifications left by planners during the cycle are preserved.
• Audit logs -- Cycle-level audit logs are preserved, including logs for eligibility changes, column changes, settings changes, additional data uploads, and performance cycle changes.
• Performance cycle links -- Links to performance review cycles remain unchanged.
• Planning windows -- Planning window configurations are preserved.
• CSV uploaded data -- Data from additional CSV uploads is preserved. Column values derived from this data are recalculated, but the underlying uploaded data remains intact.

What is this?

Resetting a cycle clears all planner inputs and employee-level data entered during the cycle while preserving your cycle configuration, approval chains, and worksheets. This allows you to start the cycle over without needing to rebuild it from scratch. After a reset, each employee's worksheet returns to the first planner in their approval chain.

This action is permanent and cannot be undone. Once you reset a cycle, all planner inputs and flags are permanently deleted. There is no way to recover this data after the reset is complete. Download your cycle data before resetting if you need to retain any records.

Before resetting, go to the three-dot menu in the top-right corner of the cycle and select Download CSV or Download Cycle History to save a copy of your data.

What is affected by a cycle reset?

Review both lists carefully before resetting to make sure you understand the full impact.

What is reset

These components are permanently cleared when you reset a cycle.

What is not reset

These components are preserved when you reset a cycle. No action is required to restore them after the reset.

How do I reset a cycle?

1. Log in to Pave.
2. Select Compensation Planning from the left navigation menu.
3. Select View Cycle for the cycle you want to reset.
4. Select the three-dot menu in the top-right corner.
5. Select Reset Cycle.
6. Confirm that you want to reset the cycle.

The page reloads after the reset is complete. All planner inputs are cleared, each employee's worksheet returns to the first planner in their approval chain, and your cycle configuration remains in place.

Also delete this cycle's approval chains

When resetting a cycle, you can optionally select Also delete this cycle's approval chains. This performs everything in the standard reset above and additionally deletes all approval chains and worksheets from the cycle.

Select this option when you need to completely rebuild your approval chain structure (for example, after an organizational restructure or a change in planning hierarchy). If you only need to clear planner inputs and start the cycle over with the same approval chains, leave this option unselected.

This option is also permanent and cannot be undone. If you select it, you will need to re-generate your approval chains and worksheets before planners can resume work in the cycle.

What is additionally deleted

These components are permanently deleted on top of everything cleared in the standard reset above.

What is still preserved

These components remain intact even when you select this option. No action is required to restore them.

Delete a cycle

To delete a cycle, reach out to Pave support and provide the name of the cycle you would like deleted.