Creating formula fields

You need Administrator level access to the HCM HR Manager portal to create formula fields on the Employment Record. Formula field details are visible to anyone with access to the Setup pages in the HR Manager portal.

  1. Go to Setup > Platform Tools > Objects and Fields > Object Manager.

  2. Select the Employment Record label.

  3. Select Fields & Relationships.

  4. Select New.

    Sage People displays the New Custom Field wizard.

  5. Complete the fields and select Next to proceed through the New Custom Field pages.

    Field What to enter
    Data Type

    Select Formula.

    Field Label A summary of the formula. Field Label is displayed in the Compensation Planning formula picklists so needs to help identify the formula you want to use for a Plan. For example, Salary Projection UK 2021.
    Field Name Sage People automatically creates the Field Name based on the label you enter.
    Formula Return Type
    • For a Bonus Projection, Salary Projection, or Bonusable Salary Formula for Bonus, select:
      • Number if your formula is to return a numeric value.
      • Currency if your formula is to return a currency value.

      Compensation Planning interprets both Number and Currency Formula Return Types as currencies. Set the number of Decimal Places in the returned value.

    • For a Bonus Eligibility or Salary Eligibility formula, select Checkbox.

    • For a Bonus Exclusion or Salary Exclusion formula, select Checkbox.
    Formula Enter the formula you want to use. Select Check Syntax to ensure your formula does not contain syntax errors.
    Description A description of the formula saved in Compensation Planning.
    Help Text A description of the formula displayed in Compensation Planning Setup for implementers and system administrators.
    Field-Level Security for Profile

    Set field level security by profile to match your requirements. Typically, you restrict edit access to your Formula field to Administrator level profiles. Clear the Visible checkbox for all profiles and then select it for Administrator level profiles only.
    Add Field

    Select the Add Field checkbox beside Employment Layout to add the formula field to the Employment Record page layout.

    If you do not select Add Field, the formula field is not displayed by default but you can manually add it to the page layout later.
  6. Select Save, or select Save & New to add another formula field.
  7. On the Employment Record Detail page, check the list of Custom Fields & Relationships to ensure your formula fields have been added.
  8. Make a note of the field API Names. You enter these on the Compensation Planning Configuration page to link the formulas to the Plan.