{"id":1043,"date":"2021-03-12T21:01:30","date_gmt":"2021-03-12T21:01:30","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?post_type=ht_kb&p=1043"},"modified":"2021-07-07T19:38:38","modified_gmt":"2021-07-07T19:38:38","slug":"popular-formulas-for-powerful-org-charts","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/bps\/knowledge-base\/popular-formulas-for-powerful-org-charts\/","title":{"rendered":"Popular formulas for powerful org charts"},"content":{"rendered":"\n

Formula fields overview<\/h2>\n\n\n\n

Insperity Organizational Planning can be configured to add custom formula fields that work with your data to create powerful insight into your company’s charts.\u00a0 The most common formula fields include headcount, which calculate based on the number of employees in the chart, or salary totals, which calculates the sum of all the salaries within a determined range.<\/p>\n\n\n\n

Adding a formula field<\/h2>\n\n\n\n

To add a formula field, go to Administration<\/strong>, then to Fields<\/strong>.  Select Add Formula<\/strong> then complete the new field properties.   When finished, click Save<\/strong>.<\/p>\n\n\n\n

Popular formula fields<\/h2>\n\n\n\n

Below are a few of the most popular formula fields. These formulas are examples and your data source may differ in field availability and field names. <\/p>\n\n\n\n

Headcount<\/span><\/h3>\n\n\n\n

Purpose<\/strong>:  Calculates the number of direct and indirect reports for a manager.<\/p>\n\n\n\n

Calculation:<\/strong><\/p>\n\n\n\n

  • Type:  Formula<\/li>
  • Categories:  Lookup and Reference<\/li>
  • Functions:  Count<\/li>
  • Entity:  Person<\/li>
  • Range:  Branch Exclusive<\/li><\/ul>\n\n\n\n

    <\/p>\n\n\n\n

    Span of control<\/span><\/h3>\n\n\n\n

    Purpose<\/strong>:  Calculates the number of direct reports only for a manager.<\/p>\n\n\n\n

    Calculation<\/strong>:<\/p>\n\n\n\n

    • Categories:  Choose the \u201cLookup and Reference\u201d<\/li>
    • Functions:  Count<\/li>
    • Range:  Direct Subordinates Exclusive<\/li><\/ul>\n\n\n\n

      <\/p>\n\n\n\n

      Total Salary (of Direct Subordinates & Manager)<\/span><\/h3>\n\n\n\n

      Purpose<\/strong>:  Calculates the salaries of all the direct reports of a manager, including the salary of that manager. <\/p>\n\n\n\n

      Calculation<\/strong>:<\/p>\n\n\n\n

      • Field Type:  Formula<\/li>
      • Categories:  Number<\/li>
      • Functions: Total<\/li>
      • Field:  Salary<\/li>
      • Range:  Direct Subordinates Inclusive<\/li><\/ul>\n\n\n\n

        <\/p>\n\n\n\n

        Average Salary (of direct subordinates)<\/h3>\n\n\n\n

        Purpose<\/strong>: This formula calculates the average salary of a manager’s direct reports.<\/p>\n\n\n\n

        Calculation<\/strong>:<\/p>\n\n\n\n

        • Field Type:  Formula<\/li>
        • Categories: Number<\/li>
        • Functions:  Average<\/li>
        • Fields:  Salary<\/li>
        • Range:  Direct Subordinates<\/li><\/ul>\n\n\n\n

          <\/p>\n\n\n\n

          Average Age<\/h3>\n\n\n\n

          Purpose<\/strong>: Calculates the average age across a range of direct and indirect reports.<\/p>\n\n\n\n

          • Calculation:<\/li>
          • Field Type:  Formula<\/li>
          • Category: Number<\/li>
          • Function:  Average<\/li>
          • Field: Age<\/li>
          • Range:  Direct Subordinates Exclusive<\/li><\/ul>\n\n\n\n

            <\/p>\n\n\n\n

            Tenure <\/h3>\n\n\n\n

            Purpose<\/strong>:  Calculates the amount of time for an employee in years from hire until “today”.<\/p>\n\n\n\n

            Calculation<\/strong>:   This calculation has multiple steps<\/p>\n\n\n\n

            Step 1:  Tenure Days<\/p>\n\n\n\n

            • Categories:  Formula<\/li>
            • Functions:  Date\/Number of Days<\/li>
            • Field 1:  Today<\/li>
            • Field 2:  \u201chire date\u201d<\/li>
            • Range:  Self<\/li><\/ul>\n\n\n\n

              Step 2: Tenure Years<\/p>\n\n\n\n

              • Categories:  Formula<\/li>
              • Functions:  Number\/Calculate<\/li>
              • Operand  1:  Tenure Days<\/li>
              • Operand 2:  Operator \u201c\/\u201d<\/li>
              • Field: 365                             <\/li>
              • Range:  Self<\/li><\/ul>\n\n\n\n

                <\/p>\n\n\n\n

                Gender Diversity<\/h3>\n\n\n\n

                Purpose<\/strong>:  Calculates the percentage of males and percentage of females within a branch.<\/p>\n\n\n\n

                Calculation<\/strong>:   This calculation has multiple steps<\/p>\n\n\n\n

                Step 1:  Calculate headcount (see Headcount formula)<\/p>\n\n\n\n

                Step 2:  Total Males<\/p>\n\n\n\n

                • Field Type:  Formula<\/li>
                • Category: Count<\/li>
                • Field: Gender = M<\/li><\/ul>\n\n\n\n

                  Step 3:  Total Females<\/p>\n\n\n\n

                  • Field Type:  Formula<\/li>
                  • Category: Count<\/li>
                  • Field: Gender = F<\/li><\/ul>\n\n\n\n

                    Step 4: % Males<\/p>\n\n\n\n

                    • Field Type:  Formula<\/li>
                    • Total males \/ headcount<\/li><\/ul>\n\n\n\n

                      Step 5: % Females<\/p>\n\n\n\n

                      • Field Type:  Formula<\/li>
                      • Total females \/ headcount<\/li><\/ul>\n\n\n\n

                        <\/p>\n\n\n\n

                        Ethnicity Diversity<\/h3>\n\n\n\n

                        Purpose<\/strong>:  Calculates the percentage of each ethnic category within a branch.<\/p>\n\n\n\n

                        Calculation<\/strong>:   This calculation has multiple steps.  Follow the steps for Gender Diversity above, replacing Male or Female with the ethnic category. <\/p>\n\n\n\n

                        Step 1:  Calculate headcount (see Headcount formula)<\/p>\n\n\n\n

                        Step 2: Calculate totals for each category as a separate step<\/p>\n\n\n\n

                        • Total Asian\u2014 formula, conditional count when Ethnicity field = Asian<\/li>
                        • Total Black\u2014 formula, conditional count when Ethnicity field = Black<\/li>
                        • Total White\u2014formula, conditional count when Ethnicity field = White<\/li>
                        • Total Hispanic\u2014 formula, conditional count when Ethnicity field = Hispanic<\/li><\/ul>\n\n\n\n

                          Step 3:  Calculate the percentage (count over headcount) for each category as a separate step<\/p>\n\n\n\n

                          • % Asian\u2014formula, percent, Total Asian \/ headcount<\/li>
                          • % Black\u2014formula, percent, Total Black \/ headcount<\/li>
                          • % White\u2014formula, percent, Total White \/ headcount<\/li>
                          • % Hispanic\u2014formula, percent, Total Hispanic \/ headcount<\/li><\/ul>\n\n\n\n

                            <\/p>\n","protected":false},"excerpt":{"rendered":"

                            Formula fields overview Insperity Organizational Planning can be configured to add custom formula fields that work with your data to create powerful insight into your company’s charts.\u00a0 The most common formula fields include headcount, which calculate based on the number of employees in the chart, or salary totals, which calculates…<\/p>\n","protected":false},"author":2,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[38],"ht-kb-tag":[],"class_list":["post-1043","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-fields"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1043","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/comments?post=1043"}],"version-history":[{"count":9,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1043\/revisions"}],"predecessor-version":[{"id":1564,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1043\/revisions\/1564"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=1043"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-category?post=1043"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-tag?post=1043"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}