Creating & Managing Workflows for Full Access Admins
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Using Calculated Fields in Workflows & Performance Templates 

In keeping with our All-In-One strategy, admins no longer need to export their data and perform calculations in another tool Automatic Calculations got you covered.

A field type called “Automatic Calculation” is available inside Workflows and Performance Management. 

Screenshot 2023-11-08 at 1.19.28 PM

There are 4 calculation types: 

  • Sum
  • Median
  • Average
  • Custom 

Calculating using Sum, Median, Average

Simply choose numeric values from the multi-select dropdown. Numeric values in GoCo are performance and custom fields with the type: 

  • Currency
  • Number
  • Opinion Scale

As well as any numerical Team Member fields like: 

  • Employee wage rate
  • Employee weekly wage
  • Employee monthly wage
  • Employee annual wage
  • Employee hourly hours per week
  • Employee hours per week

Calculating using Custom

  • Build your own equation using the Custom option.
    Screenshot 2023-11-29 at 4.18.54 PM
  • You can use all the same fields as Sum, Average, and Median, and you can also choose to input any numerical value. Screenshot 2023-11-29 at 4.04.44 PM
    Screenshot 2023-11-29 at 4.07.09 PM
  • In addition, Custom calculations support applying weights to each value.
    Screenshot 2023-11-29 at 4.10.36 PM
    Screenshot 2024-08-13 at 5.44.11 PM
    Note: GoCo will automatically calculate percentages for you based on the provided share number.

On the active review, there are 2 ways that the calculated values can be shown:

  1. By using the field.Screenshot 2023-11-29 at 4.26.44 PM
  2. By using the variable (learn more about variables here).

Screenshot 2023-11-29 at 4.26.50 PM


If you have additional questions please email us at help@goco.io 💚

 

Updated 8.13.2024