24min

Custom fields

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´╗┐´╗┐Roles: Technical Owner

You can create custom fields to support your ability to create custom data sets relevant to your organization. With the custom fields modal up, you can see that every custom field has a label and a codename.

Figure 1: create a new field
Figure 1: create a new field

Codenames appear in Camel Case and are the primary language when applying CQL in filters and fields. In this example, you can see that "Tenure Heatmap" becomes "tenureHeatmap."

By default, labels and code names match upon creation, but you can make your codename first and then edit your label if you want the two to be different and have a shorter codename that's easier to use and remember (e.g., codename = baseRange but label = "Employee Salary Range").

Using smart fields

You can create smart custom fields that make calculations for you automatically. You can use these fields in reporting and can control the expressions used to calculate the data. Each of these two smart fields (calculation and bucket) serves a different purpose and can help you build out simple or complex formulas to manage data.

When you add a smart field, be sure to always add a description that explains how it works and what it does.

Smart Calculations

  • Smart Calculations are just one expression, but these calculations can be very long depending on the data for which you are trying to build a formula
  • Smart Calculations are for continuous analysis using algebra + basic math and return one numerical value (dollar amount or date)
  • Used for intermediate values in complex calculations. (Multiple math calculations)
  • Examples:┬áCalculating for prorated salary or the number of days an open job has remained unfilled.

Smart Buckets

  • Smart buckets apply assigned colors to each calculated expression to make your reports look pretty!
  • Smart buckets return data in a range of numerical values instead of just 1 number, like smart calculations.
  • They are used to tag or group employees with multiple options.
  • Examples:┬áSalary guideline buckets and eligibility groups.

'Applies To' attribute

Use the Applies To attribute to limit how your custom field can be used and help you track the type of information you are collecting. You can use fields to collect data for the following different types of information.

  • People┬áfield relates to a person, but is unrelated to their job (for example, a t-shirt size or a Myers-Briggs rating)
  • Jobs┬áfield relates to a job in your organization, regardless of whether it is open or closed.
  • People in jobs┬áfield relates to the person's performance within their specific job (for example, Performance Rating or Satisfaction Level)
  • Open jobs┬áfield relates only to open jobs (for example, recruiting-related metrics)

Data types for custom fields

You can define custom fields for a variety of data. Below are the supported data types for custom fields.

Data Type

Definition

Example

Short Text

Short text box field.

Please list allergies, if any

Long Text

Long text box field.

What accomplishments have you had since your last performance review?

Integer Number

Range of absolute numbers.

On a scale of 1-5, how would you rate your work ethic within the last six months?

Decimal Number

Range of numbers with the option of using decimals.

What is your current completion percentage of your KPIs?

Yes/No

Yes or No high-level tracking.

Should this employee be promoted?

Money

Money value field.

$2,000

Person

Select a single member of the organization. Member names will auto-populate when searched.

Did a current employee refer you? If so, select who.

Persons

Select multiple members of the organization. Ability to set max and min.

Select a minimum of three peer reviewers

Multiple Choice

Custom field will have preset answers.

Which of the three skills do you exemplify the most? ÔÇó Individual contributor ÔÇó Team Player ÔÇó Influencer

Numerical Scale

Text containing numerical value.

1 - Does not meet expectation 2 - Meets expectation 3 - Exceeds expectation

Smart Calculation

Calculation that will automatically compute based on a custom expression.

Calculate compensation budgeting based on cost of living per location: base * ((1.2 if loc:"new york") + (0.1 if loc:"london"))

Smart Buckets

Multiple-choice that will automatically compute based on matching expression filters.

Create buckets to determine tenured versus non-tenured employees: Recently hired: tenure <=12 2nd year: tenure <=24 and tenure >12 Everyone else: tenure>24

File

Link to employee-specific files.

Offer Letter, ND

Track employee data that is not already being synced via ChartHop's Built-In fields by creating custom fields.

Set up custom fields

  1. Select create custom fields from Custom Fields.
  2. Enter a code name for the custom field. Example:┬átshirtSize┬á(Code name must be all alphanumeric or underscores ÔÇö no spaces. We recommend the code name be something you can easily refer to in order to reference in custom expressions.)
  3. Enter Label for the custom field. Example: T-Shirt size (This is the human-readable format of the custom field.)
  4. Enter a description. Example: "The employee's approximate T-shirt size, to help plan when ordering company swag"
  5. Select┬á´╗┐ Data Type. Example: Multiple Choice┬á(The form will expand specific to the data type selected if preset values or expressions are needed for selection.)
  6. Select from Applies To dropdown.
    • People in Jobs: The field relates to the person's performance within their specific job (for example Performance Rating or Satisfaction level)
    • People: The field relates to the person, but is unrelated to their job and would be the same if that person were in a different job (for example a T-shirt size or Myers-Briggs Rating)
    • Jobs: The field relates to the job itself and is not connected to the person who is in that job.
    • Open Jobs: The field relates only to open jobs (for example recruiting-related metrics)
  7. Select the appropriate Sensitivity level. Example: Org Public
  8. Enter a numerical value for Expire After X days. Leave blank if not applicable.
  9. Add values in the expanded part of the form. 
  10. Click Save

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