The Plan UI Parameters tab in Plan Setup > KPI Metadata is used to configure how Dayforce displays information in Plan. Using these parameters you can determine which KPIs are displayed and in what order, which values are editable, and determine the thresholds used to highlight anomalies or outliers in the data.
Setting | Description |
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KPI | The KPI that you want to define the UI parameter for. The drop-down list contains all of the KPIs that are configured for your organization. |
Zone | The zone that the UI parameter applies to. Leave blank and the parameters apply to all zones in the location. |
Display Order | The KPI’s sort order. KPIs are listed in descending order based on these values when they are listed in Plan. |
Zone Value Editable | Allow managers or other uses with appropriate access to adjust the selected KPI by zone. |
Location Value Editable | Allow managers to adjust the selected KPI values by day for the location. |
Show In Above Store View |
Select this checkbox if the specified KPI should be shown in the Plan information for above store locations. Some information might not be considered important at an above store level. For example, an above store plan might not include any data on traffic and display only the numbers for sales and payroll. |
Show In Plan | The KPI appears in the Plan column in Plan. |
Show In Forecast | The KPI appears in the Forecast column in Plan. |
Show In Adjust |
The KPI appears in the Adjust column in Plan. |
Show In Schedule | The KPI appears in the Schedule column in Plan. |
Show In Actual | The KPI appears in the Actual column in Plan. |
Show In Ideal | The KPI appears in the Ideal column in Plan. |
Threshold Zone Schedule Threshold Zone Actual Threshold Location Schedule Threshold Location Actual |
Threshold amounts for zones and locations. |
Check for 0 value in edit | Dayforce triggers a confirmation prompt when users enter zero values in Plan for the selected KPI. |