Planning

WFM-75669

Added the Edit subfeature under Plan in System Admin > Roles in the Features tab. Previously, any user who was able to view the weekly planner data was also able to edit the data. Now, the Edit subfeature needs to be configured for users to be able to edit weekly planner data in Plan.

Note: The Edit subfeature is enabled by default for existing users that have the Plan feature enabled.

See Plan in the Dayforce Implementation Guide.

WFM-81288, WFM-81289, WFM-81290

Enhanced the logic in Dayforce that updates time stamps in Plan and Plan Admin Checklist to indicate when the Schedule Cost/Time Aggregation and KPI Synchronization processes last ran to completion. Previously, Dayforce updated these time stamps only when the dedicated Schedule Cost/Time Aggregation and KPI Synchronization background jobs completed, even though other sources can initiate these processes. To further support this update, some changes were made to text labels in Plan and Plan Admin Checklist to indicate that these time stamps don’t only reflect when the dedicated background jobs last ran to completion.

Label Updates

In Plan and Plan Admin Checklist, updated the names of the labels that indicate the last time that the Schedule Cost/Time Aggregation and KPI Synchronization processes ran. In Plan, the label change applies in the Info panel. In Plan Admin Checklist, label changes apply to column names in the grid.

*Text changes in Plan and Plan Admin Checklist*
Affected Feature	Previous Label	New Label
Plan	Schedule Cost/Time Aggregation Job Last Run	Schedule Cost/Time Aggregation Last Run
Plan Admin Checklist	Schedule Cost/Time Aggregation Job Last Run	Schedule Cost/Time Aggregation Last Run
Plan Admin Checklist	KPI Sync Job Last Run	KPI Sync Last Run

Schedule Cost/Time Aggregation Time Stamps

Changed how Dayforce updates the time stamps in planning features that indicates the last time that the Schedule Cost/Time Aggregation process completed. This update applies in Plan in the Info panel and in Plan Admin Checklist in the Schedule Cost/Time Aggregation Last Run column.

Previously, Dayforce updated these time stamps only when the Schedule Cost/Time Aggregation background job completed. Now, Dayforce updates these time stamps whenever the Schedule Cost/Time Aggregation process completes, regardless of its source of initiation. For example, this process might be triggered when you save your schedules or timesheets, if the Pay and Time Entry Aggregation for Plan client property is enabled in System Admin > Client Properties.

KPI Sync Time Stamp

Changed how Dayforce updates the time stamp in Plan Admin Checklist that indicates the last time that the KPI Synchronization process completed. Previously, Dayforce updated the time stamp in the KPI Sync Last Ran column only when the KPI Synchronization background job completed. Now, Dayforce updates this time stamp whenever the KPI Synchronization process completes, regardless of its source of initiation. For example, this process runs when, in Plan, you save your plan or use the Derive function.

The KPI Synchronization process also runs and updates the KPI Sync Last Ran time stamp when:

You use the Forecast function in Plan.

The Batch Forecast background job runs to completion.

The Batch Forecast and Publish background job runs to completion, when the Run Kpi Sync After checkbox is selected in the job’s settings.

The Batch Plan Publish background jobs runs to completion, when the Run KPI Sync Before or Run KPI Sync After checkboxes are selected in the job’s settings.

WFM-81291, WFM-81292

Added a warning message in Plan in the Monthly Plan View window to indicate when your KPI data might be out of sync:

Monthly Plan View window showing a warning message and the Sync button.

To resync your KPI data, click the Sync button. After you click the button, Dayforce runs the KPI Synchronization background job for your location’s plan.