## What is “Data Upload”?

You can upload cycle-specific data for each employee. This is for data that cannot be retrieved from your integration and is uploaded in CSV form.

Some examples for what data can be uploaded include:

* Performance data (e.g. “Meets expectations”)
* Promotion information (who is getting promoted and into which band)
* Last compensation adjustment date (may be used in your recommendations)
* Additional employee metadata (like whether your company has flagged the employee as a flight risk this cycle)
* Initial values for pay increases or equity grants
* Static uploaded recommendations (overrides recommendation logic)
* Budget allocations if using a “per employee” budget (see [more](https://support.pave.com/hc/en-us/articles/4430644147735))

Work with your Implementation Manager to learn about more use cases for Data Upload.

**Uploaded data will appear in the relevant column unless it is overridden by a user inputted value.** For example, if you upload “Exceeds expectations” for an employee’s Performance column, and then a user goes in and changes the value to “Meets expectations”, Pave will now display “Meets expectations” for all users.

**If you want the uploaded data to override user inputted values, you can select the “Override planner inputs with uploaded data” checkbox.**

 ![Screenshot 2024-01-22 at 4.38.49 PM.png](https://trytrove.file.force.com/servlet/rtaImage?eid=ka0TV0000002jx7&feoid=00NUn00000C06g9&refid=0EMTV00000Enlov)

When checked, this option will force the uploaded data to appear in the relevant column and override any user-made changes. For example, if a user selects “Meets expectations” for an employee’s Performance column, and then you upload “Exceeds expectations” with the “Override planner inputs with uploaded data” checked, Pave will now display “Exceeds expectations” for all users. This can still be later overridden by further uploads or by user-inputted values submitted afterwards.

**Additionally, for currency columns, use local currency without any symbols for currency fields.** For example, if an employee earns in EUR and 10,000 is uploaded for salary raise, that will be treated as 10,000 EUR. **For budget fields, use the budget currency.** For example, if your budget is displaying in USD, upload employee budget allocations in USD according to the conversion rates you have set with your Implementation Manager.

Finally, any uploaded data for an employee will show up in their comment history log in the following format:

## Using Data Upload in Pave

Admins can use the Data Upload feature to get data into the cycle.


 1. Navigate to the **Data Upload** section within the **Configurations** tab.

     ![Screenshot_2024-08-27_at_6_33_53 AM.jpg](https://trytrove.file.force.com/servlet/rtaImage?eid=ka0TV0000002jx7&feoid=00NUn00000C06g9&refid=0EMTV00000EnlqX)
 2. Select the columns that you would like to upload data for. The set of columns available comes from the columns in your cycle.

     ![Screenshot_2024-08-27_at_6_34_41 AM.jpg](https://trytrove.file.force.com/servlet/rtaImage?eid=ka0TV0000002jx7&feoid=00NUn00000C06g9&refid=0EMTV00000Enls9)
 3. Click **Upload Data** to launch the upload flow.

     ![Screenshot_2024-089-27_at_6_34_41 AM.jpg](https://trytrove.file.force.com/servlet/rtaImage?eid=ka0TV0000002jx7&feoid=00NUn00000C06g9&refid=0EMTV00000Enltl)
 4. Click **Download** to get a copy of the existing data for each employee in the expected CSV format that you will need to upload the new data in. This is also considered best practice so you have a copy saved of the previous data upload, in case you need to revert back to it.

     ![Screenshot 2024-01-22 at 4.36.34 PM.png](https://trytrove.file.force.com/servlet/rtaImage?eid=ka0TV0000002jx7&feoid=00NUn00000C06g9&refid=0EMTV00000EnlvN)
 5. Make the changes you want to the CSV using Excel or Google Sheets then click **Continue**

     ![Screenshot 2024-01-22 at 4.37.16 PM.png](https://trytrove.file.force.com/servlet/rtaImage?eid=ka0TV0000002jx7&feoid=00NUn00000C06g9&refid=0EMTV00000Enlwz)
 6. Drag and drop the uploaded CSV into the dialog box.

     ![CleanShot_2022-11-29_at_13.32.02_2x.png](https://trytrove.file.force.com/servlet/rtaImage?eid=ka0TV0000002jx7&feoid=00NUn00000C06g9&refid=0EMTV00000Enm0D)
 7. Select the header row if you uploaded your own CSV from scratch - if you downloaded the template, you should not see this step.
 8. Map the CSV columns to the cycle columns. We intelligently try to map the columns in your CSV to the columns you’ve selected in your merit cycle. Check the mappings are correct before proceeding. If you’ve downloaded the template and left the column names unchanged, then these should be mapped correctly automatically. **If there are columns in your CSV that were not selected in step 2, that data will not be reflected in the upload as it will be unmapped.** Similarly, to proceed, you must also have a corresponding column in the CSV for every column you selected in step 2.

     ![CleanShot_2022-11-29_at_13.35.19_2x.png](https://trytrove.file.force.com/servlet/rtaImage?eid=ka0TV0000002jx7&feoid=00NUn00000C06g9&refid=0EMTV00000Enm3R)
 9. Click **Continue** then fix any validation errors. Then click **Import.**

     ![CleanShot_2022-11-29_at_13.35.48_2x__1_.png](https://trytrove.file.force.com/servlet/rtaImage?eid=ka0TV0000002jx7&feoid=00NUn00000C06g9&refid=0EMTV00000Enm53)
10. After the import is successful, you will see updated timestamps under the **Last Updated** column. You can also view the Audit Log to see the history of data uploads.

     ![Screensdhot_2024-08-27_at_6_34_41 AM.jpg](https://trytrove.file.force.com/servlet/rtaImage?eid=ka0TV0000002jx7&feoid=00NUn00000C06g9&refid=0EMTV00000Enkfy)
11. Lastly, verify the data was successfully uploaded by seeing your data live in the planner.




Compensation Cycle Data Upload

Configurations overview

Cycle access permissions

Overview

Employee eligibility

Approval chains

Planning windows

Budgets

Recommendation logic

Adding non-integration data to your cycle

Reward letters

Cycle Setup

Columns

OTE planning

Writing formulas with Handlebars

Hourly and monthly pay

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

First-Class Columns

Compensation Controls

Compensation Planning

Market Data Connections Overview

Market Data Connections Set up

Integrations 101

Integrations

Team View Overview

Team View Column Configuration

Team View Customizations

Re-ordering Columns

Deleting Columns

Adding Columns

Team View Settings

Team View

How much does Pave Market Data access cost?

How does Pave Work?

Intro to Pave

Contact Us

Pave 101

Total Compensation

Compensation 101

ISO Tax Implications

The Basics of Stock Options

The Confusing AMT (Alternative Minimum Tax)

ISO Strategies

An Overview of How Stock Options Work

The Stock Option Lifecycle

Equity 101

Login Troubleshooting and FAQ

How does company size affect which department, job family and job level I should choose?

How does Pave determine a role level and role family?

Troubleshooting Rippling Zero Records Error

What Market Data Connections does Pave currently support?

Account Creation Troubleshooting and FAQs

How to Benchmark Executive Compensation

FAQs

Creating an Account

How to add a colleague to Pave’s Market Data Platform

Market Data Role Management

Why does it matter to get levels and role families right?

SSO Configuration Guide

Logging In

Custom Role Creation Guide

Account Setup

Getting Started

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

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Manage survey data sources

Benchmarks overview

Survey aging

Step 2: Benchmarking

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Role Management

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What is Impersonation?

How can I view Pave as another role?

How do I add multiple users to a role at once?

How can I change the permission settings for a role?

How can I create a new role?

Can a user have more than one role at a time?

Am I able to change another user’s permissions or login credentials while impersonating?

Can I impersonate another user in one page while having other Pave tabs open?

Permissions & Settings FAQs

Account & Permissions

How to Search for a Benchmark

Pave Data and Methodology Guide

Market Data 101

Job Families

Calculated Benchmarks

Compensation Types

Data Collection and Aggregation

Percentiles

Filters

Consistency Labels

Pave's Data

Calculated Benchmarks FAQ

Location and Global Data FAQs

Equity Practices FAQs

Consistency Labels FAQ

Market Data FAQs

Job Levels

Global Location Insights

Advanced Equity

Market Data Pro

Market Data

Understanding Equity in Total Rewards

Display Original Grant Value

Compensation Simulator Configurations

Compensation Simulator Overview

Learning Hub Configuration

Learning Hub Overview

Reward Letters

Accessing your Total Rewards portal

Total Rewards 101

Visual Offer Letters with Workday

Visual Offer Letters with Greenhouse

Visual Offer Letters with Lever

Visual Offer Letter as a Candidate

Previewing Visual Offer Letters

Visual Offer Letters with Ashby

Creating and sending Visual Offer Letters in Pave

Visual Offer Letter 101

Why is my equity different in the equity tab on the left hand side compared to the equity valuation on the graphs?

Why can't I view my own Total Rewards portal?

Total Rewards and Visual Offer Letter FAQ

How can I complete our Greenhouse connection if "API credential management" is not in my Greenhouse menu?

Compensation Cycle Data Upload

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Compensation Cycle Data Upload

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