To configure KPI target patterns:
- Go to Plan Setup > KPI Target Pattern.
- In the Load panel, configure the following settings:
- In the Organization field, select which organizational units the pattern applies to.
- In the Zones drop-down list, select which zones the pattern applies to. KPI target patterns can be applied to specific zones in the locations selected in the Organization field. For example, to define a KPI target pattern for just the Media, Computers, and Home Theater zones of the stores in the 100 District, select the appropriate zones in the Zone field.
- Define an effective date range in the Start Date and End Date fields.
- In the Pattern Length (Days) drop-down list, select the number of days in the pattern.
- In the KPI drop-down list, select the KPI that the targets apply to. For example, to set a sales target pattern, select ‘Sales’ in the drop-down list.
- Note: The selected KPI must be configured in Plan Setup > KPI Metadata with Kpi Target selected in the Source drop-down list. The selected KPI’s configuration also defines which columns in Plan KPI targets are displayed in. See KPIs and KPI Metadata.
- Click Load. Dayforce shows any KPI target patterns already defined for the selected organizational units and zones.
- Define the KPI targets by entering values in the appropriate rows in the table.
- Click Save.