Personalizing Sub-tabs for Compensation History

You can personalize Compensation History to configure multiple and different views for managers and employees. You can hide or rename sub-tabs, and the columns within these sub-tabs. You can also use Personalization to restrict visibility of data on the Stock, Bonus and Other tab. For instance, you can restrict managers from viewing employee savings plan contributions, retirement plans, or the charitable contributions, and restrict employees from viewing certain awards. You can configure the plans that are available to display to a user to do this.

arrow icon   To hide or rename sub-tabs in Compensation History:

  1. Navigate to the Compensation History page.

  2. Click Personalize Region in the top right corner of the page.

  3. Select the Personalization Level and click Next.

  4. In the Create/Update Personalization page, select the Name of the personalization level and click Next.

  5. In the Create View page, expand the BEN_COMP_HISTORY_PAGE or the Worksheet History Page list.

  6. Click the arrow next to the BenHistorySubTabs link to show the list.

  7. Select the sub-tab you want to hide or rename, and click the arrow to show the link.

  8. In the General Properties region, enter a name in New Label to rename the sub-tab. Alternatively, to hide the sub-tab, delete the contents in New Label.

  9. Click Apply to apply the personalization.

arrow icon   To restore a hidden sub-tab in Compensation History:

  1. Follow steps 1 - 6.

  2. Click the arrow next to the sub-tab you want to restore.

  3. Click Delete in the Create View page.

    Note: If the personalization page contains a hidden sub-tab, the sub-tab's text link on the tree displays the technical name of the subgroup. For instance, if you hid the Bonus sub-tab, the link will appear as BenHistoryBonusRN.

arrow icon   To restrict access to plans for employees or managers:

  1. Follow steps 1 - 6.

  2. Click the arrow next to the sub-tab you want to display.

  3. Click BenHistorySubtabNameDetailsTblRN

  4. In the Search Query to Filter Data in Table region, specify the conditions required for the tab to display the data. If you do not define any conditions, then all information on the sub-tab will be visible to both managers and employees.