Import Bonus Factors

Before You Begin: The importing functionality is available only when the cycle is unpublished.

You can define custom bonus factor weights and payout factors for individual employees by importing a spreadsheet with the required values in the Budgets tab of Compensation Setup > Compensation Cycles. These imported values override the bonus factors configured in the Pay Components tab and are shown for the employees in their managers’ worksheets. When you upload a new file in the Budgets tab, it overwrites any data that was previously uploaded.

Important: You can’t import bonus factors for pay components based on compensation plans.

To import bonus factors for individual employees:

1. Go to the Budgets tab of Compensation Setup > Compensation Cycles.
2. In the Import > Bonus Factors drop-down list, click Create Import Template to open a template for the import in Microsoft Excel.
3. Enter the required information and save the list as a CSV file on your computer.
4. Note: The total weight for the bonus factors assigned to each employee can equal less than or more than 100%. You can also enter 0 as the individual bonus factor weight or total bonus factor weight for employees in the import file.
4. In the Import > Bonus Factors drop-down list, click Import File. The Import File wizard opens.
5. Enter a name for the import set in the field provided, and then click Next.
6. Click Browse for file and select the file, or drag and drop the file into the file window.
7. Click Upload to import the bonus factors and refresh the data in the Budgets tab.

You can review the files that have been imported by selecting Import History in the Import > Bonus Factors drop-down list. Dayforce shows a list of all of the files that have been imported for the compensation cycle.

Note: After you publish the cycle, the Import > Bonus Factors drop-down list is replaced with the Bonus Factors Import History button.