Adding fields to Enhanced Objectives
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:
-
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.
-
-
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.
-
-
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
NoteThe 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.
-
-
Complete the details for the new field, then select Next.
-
Select the user Profiles who need access to the field and then select Next.
-
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.
-
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.
-
-
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:
-
-
Drag the fields you want to add to the In the Field Set box.
-
When you have added the fields you want, select Save.
Team Members and managers can now view and use the fields you added.