Comp Cycle Pre-Launch Checklist

Getting ready to launch a new competition cycle can feel like juggling a lot of moving parts. This checklist is here to help make sure nothing gets overlooked and everyone’s set up for a successful start. 🚀

🌟 Key items to check:

• ✅ Your cycle is named correctly. Please ensure that it does not contain terms such as "Draft" or "Test" or "In Configuration" language.
  
  
• ✅ Employees in the cycle are complete
• ✅ Workbook data is accurate and up to date
• ✅ Budgets for each element are aligned and correct. (Optional: Discretionary funds and rollups are added correctly)
  
  
• ✅ Computations are correct
  
• ✅ Permissions are properly set for each role
  
• ✅ Layouts are correct. Make sure non-admin users can only see and edit the fields they’re supposed to, and nothing more.
  
• ✅ Users have been added to Pequity or SSO (if applicable)
  
• ✅ Users are assigned to the right planning groups
  
• ✅ Change history has been cleared
  
• ✅ Once everything looks good, you’re now ready to enable the wave/s! Optional: Send out wave start notifications if you would like to notify users via email.
  NOTE: For cloned cycles, make sure that all groups should have a status of "Not Submitted" to ensure that they will have edit access.
  
  
  
  
  
  
  

✏️ Notes

• Missing some employees, data, or need to adjust layouts? No worries! You can always add more information and employees mid-cycle.
• Already launched but haven’t set up reward letters yet? That’s okay - you can still create templates and modify the reward letter fields post-launch.