Skip to main content
When adding or editing a benefit or cost, you can switch from a simple numeric value to the Formula mode. The Formula Builder lets you define dynamic calculated values using variables, operators, and built-in functions. This is useful when a value depends on multiple inputs or business logic.

Variables

Variables let you define named inputs that feed into your formula. Click + Add variable to create one, give it a name (e.g., headcount, salary), and assign a value. Variables can then be referenced by name directly in the formula expression.

Operators

CategoryOperatorsDescription
Arithmetic+ × ÷ ( ) ^Standard math operations. Use ^ for exponentiation.
Comparison< >Compare two values. Returns true or false - used inside conditional logic.
Conditional? :Ternary operator used to write if/else logic inline.
Logicaland or not is not true falseCombine or negate conditions.

Functions

FunctionDescription
abs(x)Returns the absolute value of x.
round(x)Rounds x to the nearest integer.
min(x, y)Returns the smaller of two values.
max(x, y)Returns the larger of two values.
sqrt(x)Returns the square root of x.

Templates

The Formula Builder includes four pre-built templates to get you started quickly. Click any template to insert it into the formula field, then modify the variables as needed.
TemplateSyntaxUse case
If / Elsecondition ? trueValue : falseValueReturn different values depending on whether a condition is met.
If / Else if / Elsecondition1 ? value1 : condition2 ? value2 : value3Chain multiple conditions.
Capped valuemin(value, cap)Ensure a value does not exceed a maximum ceiling.
% of thresholdvalue > threshold ? value * rate : 0Apply a rate only when a value exceeds a threshold.
As you build the formula, the Calculated value field at the bottom of the builder updates in real time to show the current result. Note: Formula mode applies to both Benefits and Costs. Switch between Simple and Formula modes at any time using the tab toggle above the value input field.