Creating custom fields

You can create your own custom fields. For example, you may need to synchronize custom data from other HR systems or create forms such as engagement surveys or questionnaires for your employees.
ChartHop supports a variety of data types for custom fields, including multiple-choice values, yes/no answers, dates, and calculations. You can also create text fields that allow you or your employees to answer in-depth questions for use in performance reviews or one-on-one conversations.
Depending on the data sensitivity options you select, you can view your custom data anywhere in ChartHop—such as on the Data Sheet, on the Org Chart, or in reports. When you create a custom field, you control access to the data at the field level.
Finally, you can organize your fields into categories so they are easier to work with. For example, you can create a Payroll category that holds any custom fields you have created for payroll information.
The number of custom fields you can add varies according to your ChartHop package. Learn more.﻿
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Creating a custom field
To add a custom field, complete the following steps: 
From the left sidebar, select Data Model.
From the sub-menu, select Fields.
On the Fields page, select Create field. 
In the Create field dialog, configure your field. See the field configuration table below for descriptions.
Select Save to finish adding your custom field. 
Field configuration
This table describes custom field configuration settings:
Setting
Description
Example
Label
The field's unique name. 
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Enter a short, descriptive label that reflects the field's intended use. This label displays throughout ChartHop to your users. 
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Field labels cannot begin with numbers. Once you have defined this label, you can easily change it later.
Portfolio link
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Performance Number
Field code
The field's internal code. This code is used for calculations and formulas within ChartHop.
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The field code is automatically generated. Field codes use only letters and numbers (no spaces or punctuation) and cannot begin with numbers. 
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ChartHop recommends not changing the field code after it has been defined to avoid any potential calculation and report errors. 
portfoliolink
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PerformanceNumber
Category
How the field is grouped within ChartHop. This setting enables you to organize your fields by category.  Categories are also used to control access to custom fields. For example, if you assign a custom field to the Personal category, only those with access to the Personal fields can view the data.  Learn more.﻿
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You can search for an existing category or enter a new one. When this is left blank, the field is added to the Uncategorized category.
Recruiting
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Performance
Description
(Optional) A short description of the field that describes its intended purpose. This description displays to all users who have access to the field.
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If you are adding a smart field, be sure to add a description of how it works and what it does. Learn more.﻿
This field stores links to the candidate's portfolio.
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This field stores the number rating given during a performance audit.
Data type
The type of information that the field stores. The data type determines how ChartHop captures and stores information. Learn more.﻿
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You can select from the following options:
Short text
Long text
Integer number
Decimal number
Percentage
Yes/No
Date
Money
Person
Persons
File
Single select 
Multiple select
Numeric scale
Smart calculation
Smart bucket
Short text
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Percentage
Applies to
Where in ChartHop the field is used. Learn more.﻿
People
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People in jobs
Display formatting
How ChartHop displays the field’s values. 
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This setting only affects display formatting throughout ChartHop - it does not change the exact value that is entered and stored. 
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You can select from the following:
Rounded - Indicates ChartHop displays values as rounded to the nearest whole number. 
Exact numbers - Indicates ChartHop displays exact values. You can set the number of decimal places to display.
This setting displays only for the Percentage, Money, and Smart calculation data types. 
Rounded
Expire after
(Optional) The expiration for data added to this field (for example, when developing a form for a dated event).
90 days
Sensitivity
The field's sensitivity level. This setting determines who can see and access the field throughout ChartHop. Learn more.﻿
Manager shared

Highly sensitive
Enable edit dialog
Whether users have the ability to edit this field directly from a person or job's profile page. 
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Make the field unique
Whether the field values for this field must be unique. 
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When enabled, ChartHop enforces that the value for this field must be unique (see section below).
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This setting displays only for fields with Short text or Integer number data types that apply to people in jobs.
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Requiring a custom field value to be unique
In some cases, you may want to use a field to uniquely identify the respondent or employee associated with the data. One example of this is creating a custom field that is used to store a secondary employee ID.
When you mark a custom field as unique, you cannot update that field directly in ChartHop and the field displays as read-only. Unique fields can only be updated through a sync with another system or by doing a spreadsheet upload. This restriction helps enforce the unique value and prevent errors.
Only fields with Short text or Integer number data types that apply to people in jobs can be set as unique.
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﻿﻿﻿Roles: Owner | Technical owner
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Setting	Description	Example
Label	The field's unique name. Enter a short, descriptive label that reflects the field's intended use. This label displays throughout ChartHop to your users. Field labels cannot begin with numbers. Once you have defined this label, you can easily change it later.	Portfolio link Performance Number
Field code	The field's internal code. This code is used for calculations and formulas within ChartHop. The field code is automatically generated. Field codes use only letters and numbers (no spaces or punctuation) and cannot begin with numbers. ChartHop recommends not changing the field code after it has been defined to avoid any potential calculation and report errors.	portfoliolink PerformanceNumber
Category	How the field is grouped within ChartHop. This setting enables you to organize your fields by category. Categories are also used to control access to custom fields. For example, if you assign a custom field to the Personal category, only those with access to the Personal fields can view the data. Learn more. You can search for an existing category or enter a new one. When this is left blank, the field is added to the Uncategorized category.	Recruiting Performance
Description	(Optional) A short description of the field that describes its intended purpose. This description displays to all users who have access to the field. If you are adding a smart field, be sure to add a description of how it works and what it does. Learn more.	This field stores links to the candidate's portfolio. This field stores the number rating given during a performance audit.
Data type	The type of information that the field stores. The data type determines how ChartHop captures and stores information. Learn more. You can select from the following options: Short text Long text Integer number Decimal number Percentage Yes/No Date Money Person Persons File Single select Multiple select Numeric scale Smart calculation Smart bucket	Short text Percentage
Applies to	Where in ChartHop the field is used. Learn more.	People People in jobs
Display formatting	How ChartHop displays the field’s values. This setting only affects display formatting throughout ChartHop - it does not change the exact value that is entered and stored. You can select from the following: Rounded - Indicates ChartHop displays values as rounded to the nearest whole number. Exact numbers - Indicates ChartHop displays exact values. You can set the number of decimal places to display. This setting displays only for the Percentage, Money, and Smart calculation data types.	Rounded
Expire after	(Optional) The expiration for data added to this field (for example, when developing a form for a dated event).	90 days
Sensitivity	The field's sensitivity level. This setting determines who can see and access the field throughout ChartHop. Learn more.	Manager shared Highly sensitive
Enable edit dialog	Whether users have the ability to edit this field directly from a person or job's profile page.
Make the field unique	Whether the field values for this field must be unique. When enabled, ChartHop enforces that the value for this field must be unique (see section below). This setting displays only for fields with Short text or Integer number data types that apply to people in jobs.

Updated 29 May 2024

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Field data types & smart fields