Calculated fields are currently in beta.
Note: Calculated fields are only available for users on the new candidate profile. Learn more about transitioning to the new profile here.
Calculated fields allow users to define and automate formulas for key offer data fields within Greenhouse. By linking reference fields and applying basic arithmetic operations, this feature eliminates the need for external tools like spreadsheets to perform routine calculations.
With calculated fields, you'll be able to define formulas using custom and reference fields (e.g., annual/base salary, bonus percentage).
Calculated fields support basic arithmetic operations:
- Addition
- Subtraction
- Multiplication
- Division
Use cases & examples
1. Calculating Bonus Compensation
Your team needs to automate the calculation of bonus compensation for offers.
Fields:
- Annual Salary (Currency)
- Bonus Percentage (Number)
Formulas:
- Bonus Amount:
[Annual Salary] * [Bonus Percentage]
Example:
If Annual Salary = $80,000 and Bonus Percentage = .15 (15%), the calculation is:
- Bonus Amount = $80000.00 × .15 = $12000.00
2. Monthly & Bi-Weekly Salary Calculation
You need to display monthly pay for regions where offers are presented as annual salaries.
Fields:
- Annual Salary (Currency)
Formula:
- Monthly Salary:
[Annual Base Salary] ÷ 12 - Bi-weekly Salary:
[Annual Base Salary] ÷ 26
Example:
If Annual Salary = $80,000:
- Monthly Salary = $80000.00 ÷ 12 = $6666.67
- Bi-weekly Salary = $80000.00 ÷ 26 = $3076.92
3. Adjusting Compensation by Region
Offers vary based on regional regulations or practices, such as India's pension contributions.
Fields:
- Annual Salary (Currency)
- Pension Contribution Percentage (Number)
- Gross Monthly Salary (Calculation, Currency)
- Pension Contribution (Calculation, Currency)
Formulas:
- Pension Contribution:
[Annual Salary] * [Pension Contribution Percentage] - Gross Monthly Salary:
[Annual Salary] / 12
Example:
If Annual Salary = ₹ 1000000.00 and Pension Contribution Percentage = .12 (12%):
- Pension Contribution = × 0.12 = ₹ 120000
- Gross Monthly Salary = ₹ 1000000.00 ÷ 12 = ₹ 83333.33
Creating calculated fields
To create a custom job field, click the Configure icon on your navigation bar, then click Custom Options.
Click Offers.
Click the Add Field button to create a new custom offer field.
Customize the new offer field. Every custom offer field requires a Field name and Field type.
From the Field type menu, choose Calculation.
You'll see the Calculation number format menu appear below Field type. You can choose to display our calculated number as a Currency or Number. Choose whichever one fits your use case.
Use the Formula editor to create your calculation.
All formulas use offer field names and basic arithmetic (+, -, *, /). Enclose field names in curly brackets { }.
Note: Once a custom offer field is created, the field type cannot be changed.
Fill out the rest of the information in this offer field as needed. You can read more about all the information available and their descriptions here.
When finished, click Save at the bottom of the page.
Note: You can modify formulas at any time, but changes will only apply to future offers. Existing offers will not be updated.
How to use calculated fields in offers
You'll start by first creating an offer. From a candidate profile, open the Stages tab on the left side of the page and navigate to the Offer stage.
Click Create Offer.
If you set an amount for the Annual Salary, you'll see the Bi-weekly salary amount calculated ([Annual Base Salary] ÷ 26) from the formula used in example 2.
When you fill out the Bonus percentage, you can see the Bonus Amount calculated (calculation) from the formula used in example 1.
Enter the rest of your offer details in the pop-up window and click Save when you're finished.
Notes:
- Calculations only apply to the initial offer version. If you create a new version of an offer, calculated fields must be manually updated.
- Do not use commas (,) when changing any values in calculated fields. You can only use periods (.) in these fields.
- If a candidate has an existing offer, marked with the Refresh
icon will trigger a new offer version if they're changed. For more information, visit Create new offer version and re-trigger offer approval.