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How to Clear a Distribution

Clearing a distribution removes all data for a specific period, including award calculations and review results. This lets you start fresh or recalculate awards for that period.

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Written by Guy Halperin
Updated over 3 months ago

When to Clear a Distribution

You might want to clear a distribution when:

  • Incorrect data — Awards were calculated with wrong values and need to be redone

  • Starting fresh — You want employees to only see new results, not previous ones

  • Recalculating — You need to re-run the distribution process for a period

⚠️ Note: Only distributions that have been approved or rejected can be cleared. Pending distributions cannot be cleared.


Clearing a Distribution

  1. From the dashboard, click Home in the left sidebar

  2. Click on the plan you want to manage

  3. Click the Actions button

  4. Select Clear Data

  5. Select the period(s) you want to clear

  6. Click Confirm

You'll see a confirmation message showing how many distributions were reset.


Selecting Periods

The Clear Data modal shows all periods that can be cleared. You can:

  • Select individual periods — Check specific periods you want to clear

  • Select All — Clear all available periods at once

Periods are grouped by your plan's frequency:

  • Weekly — Grouped by quarter (Q1, Q2, Q3, Q4)

  • Monthly — Shown as a grid of 12 months

  • Quarterly — Q1 through Q4

  • Bi-Annually — H1 and H2

  • Annually — Full year


What Gets Cleared

When you clear a distribution, the following data is removed:

  • Award calculations for that period

  • Review and approval data

  • Any results employees may have already seen

The distribution returns to a clean state, ready for new data.


⚠️ Warning: Employee Visibility

If employees already have visibility to the plan, they may have seen previous results. A warning will appear in the modal to remind you of this before you confirm.


Need Help?

Contact our support team if you have questions about clearing distributions.

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