Role feature access: Compensation Setup > Compensation Metrics > Metrics Definition
In the Metrics Definition tab of Compensation Setup > Compensation Metrics, you can configure one or more compensation metrics definitions that can be used for your organization's compensation plans.
To add a metrics definition:
- Go to Compensation Setup > Compensation Metrics, click the Metrics Definition tab, and click Add.
- Do the following in each column:
- Name: Enter a name for the metrics definition.
- Description: (Optional) Enter a description for the metrics definition.
- Reference Code: Enter a unique reference code for the metrics definition. Reference codes are used to export data from Dayforce to other applications.
- Note: Don’t use special characters such as hyphens in reference codes.
- Type: Select the metrics type for the metrics definition. The following options are available in the drop-down list:
- Employee Property: Allows you to define metric payouts for a group of employees based on employee properties. Some organizations use employee properties to track metrics for employees.
- Individual: Allows you to define metric payouts for individual employees.
- Org Unit: Allows you to define metric payouts for different org levels in Dayforce.
- Value: (Optional) Select a value for the metrics definition based on the selected Type option as follows:
- For the Employee Property type, select an employee property. This list includes only a limited set of employee properties (based on the string, boolean, and pick list data types) that were configured in the HR Admin > Employee Properties feature.
- For the Individual type, this field isn’t used.
- For the Org Unit type, select the org level for which the metrics is applicable.
- Measurement Period: Select a measurement period for the metrics definition. The following options are available:
- Annually: Defines the metrics period as annual, or for 12 months.
- Monthly: Defines the metrics period as monthly.
- Quarterly: Defines the metrics period as quarterly, or for three months.
- Semi-Annually: Defines the metrics period as semi-annual, or for six months.
- Start Day: Select First Day of the Month or Last Day of the Month as the start day for the metrics definition.
- Start Month: (Optional) Select a start month for the metrics definition. This drop-down list is enabled only if you selected the Annually, Quarterly or Semi-Annually option in the Measurement Period drop-down list.
- Active: (Optional) By default, the checkbox is selected, and the metrics definition record is active. You can clear the checkbox to set the record as inactive. Only active metrics definition records are available when configuring compensation plans.
- Click Save.