Custom fields are an extremely valuable part of ChartHop that gives you the 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.
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." The capital "H" in the codename creates a camel "humpback" effect, from which the name "Camel Case" comes.
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").
When creating Custom Fields for use with CQL, it is essential to select the correct data type between Smart Calculations and Smart Buckets. Each of these data types serves different purposes but is necessary to building out simple or complex formulas to manage data.
Always add a description of smart calculations explaining how they work and what they do.
The applies to field in the custom fields modal tells ChartHop where to apply your smart calculations. Calculations can apply to one of four options. Knowing how to choose the right applies to is best illustrated by the "astronaut in a spaceship" metaphor:
ChartHop supports a number of different custom field types. Here are the lists, definition, and examples your organization might use:
Short text box field.
Please list allergies, if any
Long text box field.
What accomplishments have you had since your last performance review?
Range of absolute numbers.
On a scale of 1-5, how would you rate your work ethic within the last six months?
Range of numbers with the option of using decimals.
What is your current completion percentage of your KPIs?
Yes or No high-level tracking.
Should this employee be promoted?
Money value field.
Select a single member of the organization. Member names will auto-populate when searched.
Did a current employee refer you? If so, select who.
Select multiple members of the organization. Ability to set max and min.
Select a minimum of three peer reviewers
Custom field will have preset answers.
Which of the three skills do you exemplify the most? • Individual contributor • Team Player • Influencer
Text containing numerical value.
1 - Does not meet expectation 2 - Meets expectation 3 - Exceeds expectation
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"))
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
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.