Adding fields to Enhanced Objectives

Note

Sage People has two different types of objectives for performance management processes: Objectives and Enhanced Objectives. If you are not sure which objectives your organization uses, check out this comparison.

Role: HR Administrator

To add fields to Enhanced Objectives:

  1. Go to the Enhanced Objective object:

    • In Salesforce Lightning Experience, go to Setup > Object Manager, and select the Enhanced Objective object.

    • In Salesforce Classic interface, go to Setup > App Setup > Create > Objects, and select the Enhanced Objective object.

  2. Add a new field:

    • In Salesforce Lightning Experience, from the left sidebar, select Fields & Relationships, and then select New.

    • In Salesforce Classic interface, scroll to the Custom Fields & Relationships Related List, and then select New.

      Sage People displays the New Custom Field page.

  3. Select the Data Type for the new field, and then select Next.

    Enhanced Objectives currently support the following Data Types:

    • Checkbox

    • Email

    • Date

    • Number

    • Picklist

    • Roll-up Summary

    • Text

    • Textarea

    • Textarea (long)

    • URL

      Note

      The contents of a field with the URL data type displays as a hyperlink in the HR Manager portal, but as text to Team Members and managers in the Performance Management app.

  4. Complete the details for the new field, then select Next.

  5. Select the user Profiles who need access to the field and then select Next.

  6. Select the page layouts in HR Manager Portal where you want to display the new field, and then select:

    Save to complete creating the new field.

    Save & New to complete creating the new field and create another new field.

  7. When you have added all the fields you need, go to Field Sets:

    • In Salesforce Lightning Experience, from the left sidebar, select Field Sets.

    • In Salesforce Classic interface, scroll to the Field Sets Related List.

  8. Edit the Additional Fields Field Set:

    • In Salesforce Lightning Experience, select the Additional Fields Field Set.

    • In Salesforce Classic interface, select Edit next to the Additional Fields Field Set.

    Sage People displays the Field Set Edit page:

    Screenshot: Field Set Edit page for the Additional Fields object

  9. Drag the fields you want to add to the In the Field Set box.

  10. When you have added the fields you want, select Save.

    Team Members and managers can now view and use the fields you added.