Custom Field Admin - Custom Field Type Options

The following custom field type options are available. Which field types (e.thou., drib-down list, hierarchy) are available is dependent on the type of custom field you are creating (east.k., compensation, preparation).

Branched Dropdown

Contents are contingent on the selected value of a parent drib-downwards field. This allows you to create a hierarchy of drop-downs which displays information to specific Users. The parent drop-downward must exist created before creating a branched drop-down. This field type is available for user record and training custom fields.

  • Assigned Parent Field - Click to select and associate a Parent field. Parent fields can be either type Dropdown or Branched Dropdown. Parent fields must exist the same linguistic communication as the Branched Dropdown. Bachelor parent fields volition be constrained by the Training Custom Field Creator Constraints. Branched Dropdowns with no parent volition function equally regular Dropdowns. Each selection has a limit of 100 characters. Options may take more than than one associated parent option. You can elevate-and-drop options to re-social club them. From an stop-use perspective, when creating an LO or submitting external training, Branched Dropdowns are disabled until the parent Dropdown has a value selected.
  • Alphabetize Options - Select this choice to alphabetize the branched drop-downwards options.
  • Click Options icon to add selections.
  • Name - Enter text for drop-downwards field name. If multiple languages are enabled, click the Translate icon to the correct of the field to localize the values to the other available languages.
  • Agile - Check to make the choice active.
  • Remove - Click to delete option.

Cheque Box

This is a field that contains a checkbox, which is unchecked by default.

Note: If translated values are defined in the Options section, then the translations display in custom Performance Review Reports. The values display in the user's linguistic communication, if available. If the user'due south language is not available, so the values display in the default language for the portal. For shared reports, when the written report is refreshed, the translated options values for the custom report fields display in the user's language, if available.

Provisional Numeric Field

This is a adding-based numeric field, which tin perform IF weather condition and mathematical expressions to determine a value. This allows yous to set specific calculations. The value is calculated based on an equation which may be contingent on one or more other fields. Both mathematical and logical (IF, THEN, ELSE) conditions are available. Conditional Numeric Fields are available for all LO types (Online Class, Session, Upshot, etc), equally well as for an end user submitting external training. A Calculate link displays for the terminate user. This field blazon can exist helpful for ensuring accurateness for the submission of external grooming.

  • Equation - Enter an equation. Click the popular-up icon to select a previously created numeric custom field value to include in the equation (e.one thousand., {CPE Credits}*2). Click the Salve icon to salve the equation.
  • To add a condition to the equation, click the Conditions icon. This creates an If, Then, Else equation using the selected custom field. For example, if "Training Hours" is greater than 10.
  • You can add additional weather condition using the And and Or links.
  • Click the Edit icon to the right of the condition to edit the equation.

Conditional Numeric Field Validation

When creating a Provisional Numeric Field type, a validation can exist configured to ensure a valid value is entered when a provisional numeric field is completed on the Add/Edit External Training pop-up or the Training Details folio. The Validations section can exist configured during the create, edit, and copy process for Preparation custom fields.

To add a validation:

  1. Click the plus sign to the right of the Validations section header. This opens the validation options.
  2. The Field cavalcade always displays the text "Final Calculated Value." This indicates that the value calculated on the Add/Edit External Grooming popular-up or the Preparation Details folio must come across the validation criteria entered in the Operator and Value fields.
  3. In the Operator column, select i of the following operators from the drop-down:
    • Must be equal to
    • Must not be equal to
    • Must be less than
    • Must be less than or equal to
    • Must be greater than
    • Must be greater than or equal to
    • Must be one of
  4. Enter a numeric value in the Value column. The field is blank by default.
  5. Enter a custom validation message. The graphic symbol limit is 500. This is not a required field. For portals with multiple languages enabled, you can localize the bulletin using the Interpret icon.

Custom mistake messages appear in the following format: <Custom Error Message Text>. Adding used: (<calculation>).

Annotation: If a custom validation message is not entered, the following standard validation bulletin displays for any instance in which an invalid value is entered for the field: "Fault: The terminal calculated value for this field <operator> <value>. Please adjust your values and effort again. Calculation used: (<calculation>)."

  1. The Remove column allows you lot to remove the validation past clicking the Delete icon. You can delete a validation at any time. The deletion is only committed when Salve is clicked.

Additional validations can be included by clicking the plus sign next to the Validations section header.

Date Field

Create a date field. The format of MM/DD/YYYY or DD/MM/YYYY is determined by the culture settings for the portal. Notation: The maximum appointment supported for custom engagement fields is November 2077.

Dropdown

This is a field that contains a drop-downwardly list.

To add a drop-down pick, click the Add New Option icon to the correct of the Options heading.

  • Set "Select" as default option - Select this option to fix the default drop-downward value as "Select." If this is not selected, a Default column displays and you tin select which field is the default value for the drop-downwards list. When this option is selected, users are required to select a value for the field.
  • Name - Enter the text for the drop-down field name. The character limit for this field is 100. If multiple languages are enabled for your portal, select the Interpret icon to interpret the field into other available languages.
  • Active - Select this option to make the drop-down choice active.
  • Remove - Click this icon to delete the option.
  • Sort - If there are ii or more than options, you can drag and drop the options to gild them.

Note: If translated values are defined in the Options section, then the translations brandish in custom Performance Review Reports. The values display in the user's linguistic communication, if bachelor. If the user's language is not available, then the values display in the default linguistic communication for the portal. For shared reports, when the report is refreshed, the translated options values for the custom report fields display in the user's linguistic communication, if available.

Encrypted Brusque Text Box

Run across Custom Field Admin - Encrypted Brusque Text Box.

Formula Metric

Formula Metric custom fields enable the power to combine multiple ratings into a single formula metric custom field. The ambassador can combine ratings from numeric user custom fields, performance reviews, competency assessments, and succession rating scale metrics into one rating that can be used to plot users on a metric grid. Formula Metric may be added to individual profile step of template.

Encounter Configuration Guide - Using a Formula Metric in an SMP Template.

Formula Metric - Formula Backdrop

Click Add icon to select a field. After selecting a field, you must send a percentage value for the field. The full for all percentages must equal 100%.

Formula Metric - Rating Scale

  • Calibration - Enter the number of values should be in the calibration (eastward.k., i-5 creates a calibration with five scale scores). Afterwards entering a value, click the Add button to update the scale. The maximum value is fifteen.
  • Include North/A rating - Select this option to include a Not Applicative or N/A rating in the rating scale. This enables the assessor to select this rating if they experience the question or item does non apply to the assessee.
  • Map custom ranges - The availability of this choice is controlled past a backend setting. Select this selection to map the points on the rating scale to custom ranges of values. See the Range field clarification below for additional data.
  • Points - This cavalcade displays each point value on the rating scale.
  • Range - This option is only available when the Map custom ranges option is selected. This field enables the administrator to ascertain score ranges that are mapped to points on the rating scale. For example, if a range of 13.55-15.00 is mapped to the 15 bespeak value, and then if a user receives a score that is within the 13.55-15.00 range, this score is automatically mapped to the 15 point value.
    • When the administrator defines the rating scale, the organization automatically populates the Range values with equal increments based on the size of the rating scale.
    • The left value in the range is known as the range floor and it represents the lowest value that is included in the range.
      • The range floor value is always read-only. If a range ceiling is modified, the range floor for the following range is automatically adapted to friction match the previous range ceiling. For example, for the first rating (1.0), the range is set to 0-1.0. The range floor for the post-obit rating (2.0) is automatically set to ane.1 because this is the next possible score. If the range ceiling for the first rating (ane.0) is modified from 1.0 to ane.4, the range floor for the following rating (ii.0) is automatically updated to one.5 because this is the next possible score.
      • The starting time range floor is always set up to nada.
    • The right value in the range is known every bit the range ceiling and it represents the highest value that is included in the range. This value tin exist modified for all ranges except the final value, which is equal to the highest rating point value.
      • The last range ceiling is e'er set up to the value that is entered for the Rating Scale.
  • Agile - This option is only bachelor when the Map custom ranges option is selected. This field enables the administrator to make the rating active or inactive for the formula metric. When this choice is selected, the corresponding rating scale score is available to assessors when completing a succession chore. When this option is deselected, the corresponding rating scale score is non available to assessors and cannot be selected. In addition, when this option is not selected for a rating score, the Score Display and Rating fields are disabled.
  • Score Brandish - Enter the score value that is displayed in the scale. If multiple languages are enabled for your portal, select the Interpret icon to interpret the field into other available languages.
  • Rating - Enter a rating championship that describes the rating score (due east.k., Exceeds Expectations, Needs Improvement). If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.
  • Description - Enter a detailed clarification for the rating score. The character limit is grand. If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.
  • Select Colour - Click this icon to select colour that will be associated with the ratings so that reports can be run which color code users by this rating.

Hierarchy

Field that contains options in a parent/child relationship.

Metric Filigree

This is a field that allows the power to create a box grid. Reporting and analytics capabilities are besides bachelor for the box grids.

  • 10-Axis - Click on the search icon to select field for X-Centrality. Can select any performance, competency, succession rating scale, or formula metric field.
  • Y-Axis - Click on the search icon to select field for Y-Axis. Tin select whatever performance, competency, succession rating scale, or formula metric field.
  • Columns (X) - Enter a number for the X columns.
  • Rows (Y) - Enter a number for the Y columns.
  • Display Axis Labels - Check to display Centrality labels.
  • Employ Default Tendency - This selection enables administrators to disable the Trend functionality in Helicopter View for the metric grid field. When this option is selected, the Trend filter and Color Code options are available in Helicopter View. If this option is unselected, the Tendency filter and Color Lawmaking options are non available in Helicopter View.

Enter a label for each row, column, and grid placement. When defining the grid labels, if multiple languages are enabled, click the earth icon to translate the name into other available languages. Note: Localization may not exist bachelor for all types of custom fields.

Editing Note: Once a metric grid field has been used in a template, the field can no longer be edited.

Multiple Checkbox

Field that contains the options to check multiple values.

  • Click Options icon to add selections.
  • Order - Drag and drib the options to decide the order in which they appear.
  • Name - Enter text for pick name. If multiple languages are enabled, click the Translate icon to the correct of the field to localize the values to the other available languages.
  • Active - Check to make the option agile.
  • Default - Select this option to make the option selected by default.
  • Remove - Click to delete the option.

Note: If translated values are divers in the Options section, then the translations display in custom Operation Review Reports. The values display in the user'due south language, if available. If the user's language is not available, then the values brandish in the default language for the portal. For shared reports, when the report is refreshed, the translated options values for the custom study fields brandish in the user'southward linguistic communication, if available.

Numeric Field

This is a text box that accepts numerical characters. The character limit for these text boxes is dependent on the custom field type:

  • Awarding - 15
  • Compensation - fifteen
  • Development Plans - 29
  • Offer Letter of the alphabet - 15
  • Operation Reviews - 10
  • Succession - 10
  • User Record - 8

OU Field

This is a field that allows the user to search and select an OU from the selected OU blazon as a value for the field. Groups are not available for option. This field is bachelor for informational purposes only and non for changing OUs related to the user.

Permission Note: When creating a Users type OU custom field, end users must have the Global Search - People permission in gild to search for and select a user from the custom field.

Radio Button

This is a field that contains a radio button.

To add a radio button selection, click the Add New Option icon to the right of the Options heading.

  • Name - Enter the text for the radio push option. If multiple languages are enabled, click the earth icon to translate the name into other bachelor languages. Note: Localization may not be available for all types of custom fields.
  • Active - Select this option to brand the radio button selection agile. When an option is active, and so it appears to users.
  • Default - Select this option to make the radio button option selected by default.
  • Remove - Click this icon to delete the option.
  • Sort - If there are ii or more than options, you lot can drag and driblet the options to order them.

Notation: If translated values are defined in the Options section, and then the translations display in custom Functioning Review Reports. The values display in the user'southward language, if available. If the user'southward language is not available, then the values brandish in the default language for the portal. For shared reports, when the report is refreshed, the translated options values for the custom report fields brandish in the user'south language, if available.

Rating Scaling Metric

This is a field that allows users to select 1 rating for the employee being assessed which determines the score for that user.

In the Scale field, enter the number of values should exist in the scale (e.g., one-5 creates a scale with v calibration scores). After entering a value, click the Add push button to update the calibration.

  • Include Due north/A Rating - Bank check to include Due north/A rating.
  • Score Display - Enter the score value that is displayed in the scale. If multiple languages are enabled, click the globe icon to interpret the name into other available languages. Note: Localization may not be bachelor for all types of custom fields.
  • Rating - Enter a rating title that describes the rating score (due east.m., Exceeds Expectations, Needs Improvement). If multiple languages are enabled, click the earth icon to translate the name into other available languages. Note: Localization may non be available for all types of custom fields.
  • Clarification - Enter a detailed clarification for the rating score. The character limit is grand. If multiple languages are enabled, click the globe icon to translate the name into other available languages. Note: Localization may non be bachelor for all types of custom fields.
  • Select Color - Click this icon to select colour that volition be associated with the ratings so that reports tin can be run which color code users by this rating.

Scrolling Text Box

This text box tin accept up to 2500 Characters.

If you go over the maximum number of characters, an error message appears. If you reduce the number of characters and still get an error message, bank check for hidden characters and remove them.

Brusque Text Box

This text box can take upward to 100 characters.

Custom Field Auditing

All of the following custom field types tin can be audited via outbound data feed:

  • Curt Text Box
  • Date
  • Radio Button
  • Dropdown
  • Checkbox
  • Multiple Checkbox
  • Numeric
  • Scrolling text
  • Hierarchy
  • Branched Dropdown
  • Conditional Numeric