Compensation Management: Phase 1 - Preparing & Archiving Data

This article is the first in a three-part series covering the resetting and refreshing of the Compensation Management cycle. In this phase, administrators prepare the system for a new planning period by archiving prior cycle data and ensuring that all information is preserved for historical reference. 

Completing these steps establishes a clean, stable foundation for accurate planning and data refresh in the next phase.

In this article:
Preparation and Archiving
Running Reports
Archiving Data
Resetting Planning Data
Resetting Data (Close Cycle Reset)
Configuring Reset Properties
Resetting Employee Data: Key Notes Per Phase
Additional Resources

Preparing and Archiving Data

Running Reports 

Before performing any reset, admins should ensure that important compensation data is documented and preserved.

The main recommended report is the Admin – Comp Recommendations Export to Excel.

Archiving Data 

Archiving data takes a static snapshot of the system data on a set date. This archived data remains available for Admin reference on the Employee Admin tab.

To archive data, follow these steps:

1. Go to the Company Admin tab and select Archive Data

2. Check to see when the last archive date was. If it was prior to your last cycle then you will want to Archive Data. Click the Archive Data button, and a copy of the data from that point in time will be saved.

   

3. Once the archive has been created, the new date will appear in the dropdown list and admins can view data as of the “archive date” on Employee Admin > View Archived Data.

   

Resetting Planning Data

Resetting data clears out input and planning fields from the previous cycle, preparing the system for new input in the next cycle.

Resetting Data (Close Cycle Reset) 

During implementation, your Comp Management IPM configures the Reset Data fields based on the planning screen layout. If there are changes to any input fields, they must be added/deleted from the reset configuration.

1. Go to Sys Admin > Configure Close Cycle Reset Data.
2. From the Close Cycle Configurations page, click on the Reset Config Values button.

3. A pop-up will appear; click Proceed to continue, or click the X to cancel.

   

4. The system requires a second authentication step: an OTP (One Time Password) will be emailed to the Admin processing the request.
5. In the next pop-up window, enter the following information:
   • OTP: One Time Password emailed by the system.
   • Reset Type: This should match the reset type defined on the configuration page. The options are:
     • All (Default)
     • Close Cycle
     • Test Data
   • Take Backup: Checking this box takes a backup of the system when it is reset. Selecting this option will overwrite and replace prior backups with the new backup.
   • Clear Logs: Checking this box will clear the Show Log of all data (the transactions log that records what changes were made to employee records, by whom, and on what date). If checked, the system will delete ALL LOGS.

 

Configuring Reset Properties

If you need to add properties to the Reset Data Configuration, use the Data Map feature:

Managing Reset Properties (Optional)

• Navigate to Sys Admin > Data Map Search and search the Employee Field Description.
• Navigate to Sys Admin > Configure Close Cycle Reset Data and click the + Reset Config button.
• Select the property you want to add from the dropdown.
• Is Null or Default Value:
  • Select Is Null to clear or blank out the data stored in the selected property.
  • Choose Default Value if you want to overwrite the existing data with a specific value.
  • Example: If resetting the CanLogin property (values: Y or N), uncheck Is Null and enter N in the Default Value field to set all users to CanLogin = N.
• Ensure the Reset Type (e.g., All, Close Cycle, or Test Data) aligns with the already selected reset type.

Note

To delete a property, select the Trash Can icon next to the property you wish to remove from the Reset Config.

Key Notes for This Phase

Data Preservation	Prior to resetting any data, run and save the Admin – Comp Recommendations to Excel report in case the data is needed for reference during the relaunch process. Archiving data provides a static snapshot available for Admin reference on the Employee Admin tab.
Reset Authentication	Because the reset process clears out and resets large amounts of data, the system requires a second authentication step: an OTP (One Time Password) will be emailed to the Admin user processing the request.
Clear Logs Option	Be cautious when using the Reset Data configuration: if the Clear Logs box is checked, the system will delete ALL LOGS (the transactions log that records what changes were made to employee records, by whom, and on what date).
Take Backup Option	If you select the "Take Backup" option during the reset, the system will overwrite and replace prior backups with the new backup.
Reset Configuration	If there are changes to any input fields since the last cycle, you must add or delete those properties from the Reset Data Configuration using the Data Map feature.

Additional Resources

Compensation Management Getting Started
Compensation Management Overview
Compensation Management Phases Overview
Compensation Management: Phase 2 - Preparing & Archiving Data
Compensation Management: Phase 3 - Post-Refresh System Updates