Import Metrics Data

Role feature access: Compensation Setup > Compensation Metrics > Metrics Data

In the Metrics Data tab of Compensation Setup > Compensation Metrics, you can import data for metrics payouts to calculate bonus payments for employees in the compensation plan. You can also import bonus percentages after a compensation cycle is already published to update the bonus pay for employees in a compensation worksheet.

To import metrics payout data:

1. Go to Compensation Setup > Compensation Metrics.
2. Click the Metrics Data tab.
3. (Optional) In the Import drop-down list, click Create Column Reference to download a reference sheet that provides a description, and the expected format, for each column included in the metrics data import template.
4. In the Import drop-down list, click Create Import Template to download a template for the import.
5. Enter the metrics information, and then save the template as a CSV file on your computer. The columns included in this file must match the columns in the template provided exactly; don’t add or remove columns from the template. Further, each value that you enter must match the format defined for the associated column in the column reference sheet.
6. In the Import drop-down list, click Import File. Dayforce opens the Import File wizard.
7. Enter a name for the import set, and then click Next. This name shows in the import history for the metrics data.
8. Click Browse for file and select the file, or drag and drop the file into the file window.
9. Click Upload to import the metrics data and refresh the data in the Metrics Data tab. The imported data shows on the screen.

Important: The existing metrics data aren’t deleted on subsequent imports. If any records have the same metric reference code, metric category or employee number, measurement period start date and end date, then the bonus pay value is overridden for the record.

Note: You can override the payouts for an employee by importing the employee number instead of the metric category.