Plan-level personalization allows you as a professional user to configure the worksheet groups and the information that managers are able to view and update. This enables you to use personalization to have multiple and different views of the same information.

For instance, you can configure worksheets so managers can:

• View compensation history

• View job information

• View previous employee performance ratings

• Perform employee evaluations

• Award allocations

You can use personalization to move columns into a more meaningful arrangement, choose to display or not display items, render columns read-only, and rename columns to match your business terminology. Use Plan Design Copy to copy plan personalization for custom and dynamic columns.

You enable self-service personalization through the System Profiles window using the System Administrator responsibility.

1. Navigate to Profile > System.

2. In the System Profile Values window, select either the Site or the Responsibility check box to enable personalization at the appropriate level.

3. In the Find field, search for the Personalize Self Service Definition Profile.

4. Select Yes for either Site- or Responsibility-level, as appropriate.

   Attention: Your system administrator must bounce the Apache server before personalization is enabled in Self-Service.

   Note: Use Oracle SSHR to complete the following steps:

5. Log into the Manager Self-Service responsibility, and select Compensation Workbench.

6. On the Home page, select the plan, the allocate compensation task or the set the budgets task, and then the view you want to personalize.

7. Click the Personalize This Region for Benefits Plan Design link.

   Note: The left side displays all Available Columns you can choose to display in the view for the selected plan; the right side lists the Columns Displayed in the view for the selected plan.

8. Select items to add or remove by highlighting them in either column and using the appropriate left or right arrow on the slider. Additionally, you can reorder the sequence of columns displayed by using the up and down arrows on the slider.

9. To change the name of a column, click Rename. Select the item you want to rename and change the name.

10. Save your work.

11. Click Apply to save your changes to the view, or click Delete to cancel your changes.

    Note: Click Delete Customization to return to the original design of the view after changes have been applied.