This guide explains the basic functions and the usage of formula fields. We suggest you to go through this help page completely before you actually start using them.
A formula field is a field type that allows users to perform basic and advanced functions using different formulas. Using a formula field, you can create fields that are calculated instead of being entered by the user.
Formula Fields typically manipulate Number, Decimal and Date fields. The value of this field could be numeric or date depending on the output of the formula. In date manipulations, the result will be given in milliseconds, which you can format as per your requirement. Formula fields get recalculated automatically whenever the formula is changed. It also gets recalculated when a field involved in the formula is changed. Formula fields is same as any other custom field. Users with the 'Admin' role can create formula fields by adding a new field and selecting the formula type.
Zoho People supports 4 types of formula fields: Number, Decimal, Date and Currency. Please refer below the tabular column of the formula data types and their description.
|Formula Data Type||Description|
|Number||Positive or Negative integer.|
|Date||Date that represents a day on the Calendar. It represents a specific day in the past, present or future.|
|Currency||Number in currency format with a currency sign.|
Below is the list of all the supported operators.
You can edit the formula field at any time. Please follow the steps below to do so.
Here are just a few examples with detailed code of formula fields of how you can use them in a form. You can use them in multiple different ways to calculate field values, but these are just a few simple examples to give you some ideas.
You can use this type of formula field expression to represent a span of time. For example, you can calculate your employee's total work experience using any two date fields. This will result the total time duration. You may also use the same expression to calculate similar types of different fields like Training, Travel days etc.,
(Date of Exit - Date of Joining) / (1000 * 60 * 60 * 24)
Calculating age is almost the same as calculating the experience. The only difference here is you will be adding 365 to the formula just to get the result value in Years. If you miss it out, your age will be calculated in Days.
(Today's Date - Date of Birth) / (1000 * 60 * 60 * 24 * 365)
(Today's Date + Increment Date)
Steps to add the formula field for Increment Date
Using formula fields, you can easily calculate your employees' payslip automatically without doing any manual calculations.
(Basic + HRA + Conveyance + Allowance + Medical Reimbursement) - (PF + Income Tax + Other Deductions)
Once you enter all the details in the form fields, you will get the Net pay of your employee's Salary.