To personalize your views in the CWB user interface:You can configure thirty descriptive flexfields for use on the Worksheet Detail Table. System Administrators can define these descriptive flexfields also known as CPI flexfields. These flexfields enable managers to enter values within Compensation Workbench.
You cannot download data stored on Compensation Workbench flexfields to Microsoft Excel and this data is not a part of the grouping criteria on the Allocation page, Summary by Directs report, and the Stock Option History report. To create a default value for the flexfields, you must use the Custom Columns. The values of these flexfields are stored in the BEN_CWB_PERSON_INFO table.
You define the Descriptive Flexfields from the Access Descriptive Flexfield Segment window.
Define the flexfield, and the table query to add a Poplist or a List of Values. Avoid using multiple contexts when you define a flexfield - use only the Global context for the flexfield definition, and disable all others. Hide the context, and do not make any context mandatory. Include and Rename the Columns on the Compensation Detail report using Personalization by Plan. Configure the Downloads to have proper column heading names, and configure the view name for use in the Allocation Wizard, Summary By Directs Report, and the Stock Option History Report. To do this, access the Lookup Type BEN_CWB_MATRIX_ROW_CRITERIA, and BEN_CWB_MATRIX_COLUMN_CRITERIA, and rename the Descriptive Flexfield or the Custom Column and disable any Descriptive Flexfields or Custom Columns you do not use.
To personalize your views in the CWB user interface:Attention: Ensure that personalization links are turned on and that you have run the Participation Process: Compensation Workbench.
Select the Plan from the homepage and continue to the Worksheet
Click the Personalize Page link.
Choose a personalization level, and ensure that PelFlex is a displayed column.
Define the Flex Settings and apply.
Note: In the Flex Segment List, you must enter the Segment Information using the following structure:
ContextName|SegmentName1|SegmentName2|"ContextName2"|SegmentName3|SegmentName4
Example: Global Data Element|Compensation Month|Misc Use
Attention: Spelling must match exactly as defined in the Flexfield.