Formula Configuration for Dataset Templates
The dataset templates include formulas that are crucial for your performance reviews. You can copy these formulas into your datasets because they include all supervisors and employees who are active and not terminated. The formulas are as follows:
Supervisor is Active and Non-Terminated
CASE WHEN ( {supervisor.isinactive}=’F’ AND ({supervisor.releasedate} IS null OR {supervisor.releasedate}>CURRENT_DATE) ) THEN ‘T’
ELSE ‘F’
END
Employee is not Terminated
CASE WHEN ({releasedate} IS null OR {releasedate} > CURRENT_DATE) THEN ‘T’
ELSE ‘F’
END
The following formulas provide flexibility for how you want to schedule performance reviews with the Relative Date performance review schedule. You can use any of these formulas:
Work Anniversary + 30 Days is Today
This formula can be used in datasets when you want to schedule performance reviews for employees on the thirtieth day after their annual work anniversaries. It is useful if you want to create annual performance reviews for your employees with an additional amount of time. The formula is:
CASE WHEN CONCAT(CONCAT(TO_CHAR(EXTRACT(DAY FROM {hiredate}+30)),’/’), TO_CHAR(EXTRACT(MONTH FROM {hiredate}+30))) = CONCAT(CONCAT(TO_CHAR(EXTRACT(DAY FROM CURRENT_DATE)),’/’), TO_CHAR(EXTRACT(MONTH FROM CURRENT_DATE))) THEN ‘T’
ELSE ‘F’
END
Today is 30 Days After Hire Date
This formula can be used in datasets when you want to schedule performance reviews for employees who were hired thirty days ago. This formula is useful if you want to create performance reviews for employees during their probationary periods. The formula is:
CASE WHEN TRUNC({hiredate} + 30) = TRUNC(CURRENT_DATE) THEN ‘T’
ELSE ‘F’
END
Work Anniversary is Today
This formula can be used in datasets when you want to schedule performance reviews for employees on their work anniversaries. This formula is useful if you want to create annual performance reviews for your employees. The formula is:
CASE WHEN CONCAT(CONCAT(TO_CHAR(EXTRACT(DAY FROM {hiredate})),’/’), TO_CHAR(EXTRACT(MONTH FROM {hiredate}))) = CONCAT(CONCAT(TO_CHAR(EXTRACT(DAY FROM CURRENT_DATE)),’/’), TO_CHAR(EXTRACT(MONTH FROM CURRENT_DATE))) THEN ‘T’
ELSE ‘F’
END
Some filters or formulas dependent on a feature that is turned off will still apply when datasets run.
For more information about how to use formula fields, see Creating Formula Fields in SuiteAnalytics Workbook.
To edit a dataset, see Editing a Dataset.