| Column Name | Describes the column name. Column names can be custom-ized. We suggest you rename the columns to use names that your customer is familiar with. |
| Enable Help Text | Could be used to provide context to better understand the significance of the column. - A maximum of 50 fields can be set up with help text per template.
- A limit of 256 characters per help text is enforced.
- URL links are not supported.
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| Read-only | You can configure the column in read-only mode on the worksheet. |
| Column Alignment | The column alignment setting in the column designer will manage the column header, the field values and the total at the bottom of the column in the worksheet, and in Executive Review page. |
| Column Width | Enter a number to set the width of the column. The unit of measurement is automatically determined based on the type of data that displays in this column. - For enumerated fields, the default width is 6. Enter a value based on the longest enum value to avoid having it trun-cated. If left blank, the system uses the default value of 6.
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| Hide this column on the form | Select this option if you dont want the column to be visible on the form. |
| Reloadable | Select this option when you want data in this column to up-date when the data is updated in the UDF. By design, reload-able only works with read-only fields. To improve system performance, there is a setting to update reloadable fields only when "Update All Worksheets" is run, instead of when-ever the form is opened. The setting can be enabled in Plan Settings → Advanced Settings |
| Exportable hidden column | Select this option if you want the hidden column to display in exported files. |
| Column Id | This ID is the unique identifier which identifies the field as a standard field with specific predefined properties. For stand-ard fields, the column ID is not configurable. |
| Import Key | Some standard fields are imported in the user data file. These standard imported fields have a default import key in downloaded CSV file. If the import key is customizable, this field can be populated by data from the user import data file using a field other than the default import field. Field mapping can be UDF column header or data-field-Id for Employee History Data for ALCF. |
| Column Type | - String - Any alphanumeric set of characters
- Money - Numeric currency values only
- Percent - Percentage values only
- Amount-Numeric values only
- Date - Calendar date values only
- Username - User ID values only. Can be used to pass the user ID as a variable, which the system uses to retrieve and display the full name of the employee in one column on the worksheet. If an invalid user ID is passed, the sys-tem retrieve the full name of the employee, and displays only the invalid user ID
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| Formula | You enter the formula you want to use in this column. You can insert fields in your formula by selecting the ones you want from the Use a field drop down menu. Set the Read-only option to Yes. Make sure the Import Key option is empty. Import keys can’t be used with formulas. |
| Validation | Your choice determines how the system validates the infor-mation you add to editable fields. You can apply validations to compare numeric entries you enter to specific values or range of values. The following fields apply to the standard validation: - No validation -This option is available for all column types.
- Set a value range - When users enter values outside the range you define for this field, the system displays an er-ror message. This option is only available for the column types Money, Percent, and Amount.
- Set enumerated values - The values are displayed as dropdown.
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| Custom Validation | You can set up validation for up to 10 entry level custom fields for a variable pay template. The custom validation supports read-only, string fields. You can configure a warning or error messages for the validation but only error messages appear for the planners. |
| Reportable | Select this choice if you want the field to be available in Table reports. (The limit of reportable fields is 40 custom text fields, 100 custom numeric fields, and 5 custom date fields. Standard fields are automatically included in Table reports.) |
| Enable Rules Eligibility | Typically used in conjunction with using percentOfCustomField budget mode. You can enable up to 20 fields on a compensation template to be available for eligibility rules, then apply them on the Eligibility page. The following custom field types are supported: money, amount, string, date, decimal, and percent. |
| Translatable | An option available when a String-type custom field is used in an EC-integrated plan. This setting allows to pull the translated value mapped to Employee Central. |
| Calculate Total | Available for column types Money and Amount. Select this choice if you want to display the sum of all values in the col-umn in the Group Total. |
| Money Format | You can select the rate type associated with the money for-mat that you want to use for the column. |
| Import Source | Defines where to pull the data, either UDF or EHD. Applicable to ALCF. |
| Aggregate Field | Amount pulled from lower level. Applicable to ALCF. |
