Configure KPI Metadata

To configure a KPI metadata set:

1. Go to Plan Setup > KPI Metadata.
2. Click Add.
3. Enter a name and, optionally, a description for the metadata set.
4. In the Organization field, select the locations that the metadata applies to.
5. Select the Corporate checkbox if the metadata set applies to an above-store location, such as a group of stores that form a district or region. A corporate configuration defines data for multiple stores, which generally track fewer, broader KPIs than individual locations. Clear the Corporate checkbox to assign the metadata set to an individual location.
6. Enter a date in the Effective From field and, optionally, in the Effective To field.
7. In the Plan drop-down list, select the plan that the metadata set applies to. Plans are already configured in Dayforce, and the drop-down list contains all of the plans available to you.
8. Select the Is Classic Forecast checkbox to use the forecasting engine to determine forecasted data for the metadata set. See Set Up the Forecasting Engine.
9. (Optional) Enter a cross-reference code In the Reference Code field. This code must be unique and must not contain special characters.
10. Click Save.