Worksheet Configuration Definition

Column / Display Name Field the column maps to in HR Description
PERSONAL
Worker Name Navigator --> Person Management --> Name
Navigator --> Person Management --> Personal and
Employment --> Manage Employment --> Work
Country Relationship --> Country
Navigator --> Person Management --> Person Information
Date of Birth --> Date of Birth
Indicates which workers are eligible to participate in a compensation plan and receive a compensation
Eligibility Status allocation.
E-Mail Navigator --> Person Management --> Work E-Mail Used to send email notifications
Indicates whether a worker has been run through the Transfer Data to HR process and compensation has
Processing Status been processed and promotions posted to the worker assignment record.
Navigator --> Person Management --> Person Information

Work Phone --> Communication Methods --> Phones --> Work Phone
ALERTS
Displays icons used to bring attention to certain conditions on a compensation worksheet. Error alerts are
hard stops and will not let the user save the worksheet. Warnings and other alert icons are not hard stops
Alerts and will let the user save and proceed without fixing the conditions of the alerts.
EMPLOYMENT
Employment --> Manage Employment --> Job Details -->
Assignment Category Assignment Category
Employment --> Manage Employment --> Assignment
Assignment Status Details --> Assignment Status

Employment --> Manage Employment --> Assignment
Business Unit Details --> Business Unit
Current Assignment Name Employment --> Assignment Name
Department Department
Name of the person 1 level down from the manager looking at the worker's row. For example, if CEO < VP
< Director < Manager < Employee, and you are signed in as the CEO and are looking at the Employee's
row, the column would display "VP". If you are signed in as VP and you are looking at the Manager's row,
the column would display "Director". This column helps higher managers determine in which manager's
Direct Manager organization employees belong.
Grade Job
Grade Change Date Effective Start Date of the worker's grade
Grade Code Grade Code associated with the worker's grade.
The number of levels away the worker is from the highest level manager in the hierarchy. For example, in
Hierarchy Level this hierarchy CEO < VP < Director < Manager < worker, the VP is 1 level away, the worker is 4 levels away.
Hire Date Relationship --> Hire Date
Job Job
Job Attribute 1 Job Descriptive Flexfield segment 1

Job Change Date Effective Start Date for the worker's job
Job Code Job Code associated with the worker's job.
A record of changes made to a person's job within an enterprise. An icon appears in the column. Clicking
Job History the icon opens a window displaying a worker's job history.
Legal Employer Relationship --> Legal Employer
Location Location
Employment --> Manage Employment --> Manager Details
Manager --> Name The name of the worker's manager on their primary assignment.

Normal Hours Start Time & End Time

Original Hire Date Relationship --> Hire Date
Payroll Name of the worker's payroll.
Person Number Navigator --> Person Management --> Person Number

Position Position
Position Change Date Effective Start Date for the worker's position
Position Code Position Code associated with the worker's position
The worker's worksheet manager in the primary hierarchy. Name of the compensation worksheet owner
who is responsible for allocating compensation to eligible workers. This person is commonly the worker's
manager, but doesn't have to be. The Worksheet Manager can be changed for individual workers for a
Primary Manager specific plan/cycle from the Administer Worker page.
Primary Worksheet Manager - Two Name of the person 2 levels higher than worker. For example, if CEO < VP < Director < Manager < worker,
Levels Up this field would display "VP" if looking at the worker's row and "CEO" if looking at the Manager's row.
Reassigned By Name of the person who reassigned the worker to the current manager's worksheet.
Reassignment Date Date on which a user reassigns a worker from one manager's worksheet to another manager's worksheet.
Review Manager The worker's worksheet manager in the reviewers hierarchy.
Secondary Manager The worker's workshset manager in the secondary hierarchy.
Worker Number Navigator --> Person Management --> Worker Number This field is hidden out of the box and can be shown using personalization.
Working Hours Working Hours
Years Employed
Years in Grade Number of years the worker has been in a given grade.
Years in Job Number of years the worker has been in a given job.
Years in Position Number of years the worker has been in a given position.
SALARY INFORMATION
The difference in the worker's current salary and new salary expressed in the plan frequency. For
example, if the plan frequency is "annual" and a worker is paid an hourly rate of $10.00 and received a
Adjusted Salary - Change Amount $1.00/hr increase, this column would display $2080 ($22,888-$20,800).
Worker's current base salary converted to the plan frequency. For example, if the plan frequency is
"annual" and a worker's current pay is $10/hr, this column would display $20,800 (assuming 2080 hours in
Navigator --> Person Management --> Compensation --> a year). If the plan frequency is "monthly" and a worker's current salary is $60,000/annually, this column
Adjusted Salary - Current Manage Salary --> Annual Salary would display $5,000.
Plan frequency in which adjusted amounts are expressed (i.e.. hourly, annually, monthly). This brings all
salaries to the same frequency when there are hourly, monthly and annually paid workers in the same
Adjusted Salary - Frequency plan.
Worker's new base salary after a salary adjustment is given, converted to the plan frequency. For
example, if the plan frequency is "annual" and a worker is paid an hourly rate of $10.00 and received a
$1.00/hr increase, this column would display $22,880 ($11*2080, assuming 2080 hours in a standard work
Adjusted Salary - New year).
Adjusted Salary Factor Multiplier used to convert a worker's base salary to the plan frequency.
The difference in the worker's current annualized-full time salary and new annualized full-time salary. For
Annualized Full-Time Salary - Change example, if a worker is .5 FTE and is paid $10/hr and received a $1/hr increase, this column would display
Amount $4,160 ($45,760 - 41,600).
Worker's current base salary converted to an annualized amount. For full-time workers with an annual
salary basis, this column will equal to their new base salary. For workers whose FTE is less than 1, this
column calculates the worker's salary as if the worker worked full-time. For example, if a worker is .5 FTE
Navigator --> Person Management --> Compensation --> and is paid $10/hr, this column would display $41,600 ($10*2080/.5), assuming 2080 hours in a standard
Annualized Full-Time Salary - Current Manage Salary --> Annualized Full-Time Salary work year.
Worker's new current base salary converted to an annualized amount. For full-time workers with an
annual salary basis, this column will equal to their new base salary. For workers whose FTE is less than 1,
this column calculates the worker's new salary as if the worker worked full-time. For example, if a worker
is .5 FTE and is paid $10/hr and received a $1/hr increase, this column would display $45,760
Annualized Full-Time Salary - New ($11*2080/.5), assuming 2080 hours in a standard work year.
Factor used to multiply a worker's base salary to convert it to an amount expressed as if for a full-time
Annualized Full-Time Salary Factor worker paid for a full year of work.
Navigator --> Compensation --> Manage Salary --> Salary Worker's current base salary in the frequency of their salary basis. This is the salary that is shown in
Base Salary - Current Amount Manage Employment, the Dashboard, Portrait and in the various other flows.
Base Salary - New Worker's current base salary plus the base salary change amount.
Base Salary Change Amount The amount a worker's base salary will be increased or decreased.
Base Salary Currency Worker's base salary currency which comes from the element linked to the worker's salary basis.
Base Salary Frequency Worker's base salary frequency such as hourly, monthly, annually from the worker's salary basis
The amount a worker's base salary will be adjusted, expressed as a percentage of the worker's eligible
Base Salary Percentage Change salary.
Full-Time Equivalent FTE Full-time equivalent from a worker's assignment.
Prior Salary Change Amount Amount by which an worker's base salary was adjusted in the previous plan cycle.
Prior Salary Change Date Start date of the salary change made in the previous plan cycle.
Prior Salary Change Percentage Percentage by which an worker's base salary was adjusted in the previous plan.
Salary Range Compa-Ratio Current Worker's current salary as a percentage of current grade range midpoint. Salary at midpoint is 100.
Worker's proposed salary as a percentage of their current (or proposed if a proposed grade exists) grade
Salary Range Compa-Ratio New range midpoint. Salary at midpoint is 100.
Salary Range Decile - Current Grade range for the worker's current grade divided into ten equal parts. Decile 1 is the lowest.
Salary Range Decile - New Grade range based on a worker's proposed grade, divided into 20 equal parts. Decile 1 is the lowest.
Navigator --> Person Management --> Compensation --> Maximum salary defined for a workers' grade range. The grade range is obtained using the worker's
Salary Range High - Current Manage Salary --> Salary Range current grade and the grade rate linked to the worker's current salary basis.
Navigator --> Person Management --> Compensation --> Minimum salary defined for a worker's grade range. The grade range is obtained using the worker's
Salary Range Low - Current Manage Salary --> Salary Range current grade and the grade rate linked to the worker's current salary basis.
Navigator --> Person Management --> Compensation --> Midpoint of a worker's grade range. The midpoint is based on the grade range obtained using the
Salary Range Midpoint - Current Manage Salary --> Salary Range Midpoint worker's current grade and the grade rate linked to the worker's current salary basis.
Salary Range Position - Current Position of the worker's current salary within the worker's salary range, expressed as a percentage of 100.
Position of the worker's proposed salary within the worker's salary range expressed as a percentage of
Salary Range Position - New 100.
Navigator --> Person Management --> Compensation -->
Salary Range Quartile - Current Manage Salary --> Salary Range Quartile Grade range for the worker's current grade divided into four equal parts. Quartile 1 is the lowest.
Salary Range Quartile - New Grade range based on a worker's proposed grade, divided into four equal parts. Quartile 1 is the lowest.
Navigator --> Person Management --> Compensation -->
Salary Range Quintile - Current Manage Salary --> Salary Range Quintile Grade range for the worker's current grade divided into five equal parts. Quintile 1 is the lowest.
Salary Range Quintile - New Grade range based on a worker's proposed grade, divided into five equal parts. Quintile 1 is the lowest.
COMPONENT 1 (The same set of columns are available for Components 2 through 5 also.)
Name of the person who made the last change to the Compensation Amount column. In the properties for all the
Amount Last Updated By - Component 1 columns you want this history retained, check the "Include in audit trail" box.
Date the last change was made to the Compensation Amount column. In the properties for all the columns you want
Amount Last Updated Date - Component 1 this history retained, check the "Include in audit trail" box.
Budget amount allocated for the individual worker. Only applicable when the budget pool to which the
Budget Amount - Worker - Component 1 component is linked uses the worker level budgeting method.
Budget amount stored at the worker level, expressed as a percentage of eligible salary. Only applicable
Budget Percentage - Worker - Component 1 when the budget pool to which the component is linked uses the worker level budgeting method.
Compensation Amount - Component 1 Amount allocated.

Compensation Amount Maximum - Maximum award that can be allocated. An error will be thrown if the value in the Compensation Amount column is
Component 1 greater than the value defined for this column.
Compensation Amount Minimum - Minimum award that can be allocated. An error will be thrown if the value in the Compensation Amount column is less
Component 1 than the value defined for this column.
Compensation Percentage Maximum - Maximum award that can be allocated, expressed as a percentage of eligible salary. An error will be thrown if the value
Component 1 in the Compensation Amount column is greater than the value defined for this column.
Compensation Percentage Minimum - Minimum award that can be allocated, expressed as a percentage of eligible salary. An error will be thrown if the value
Component 1 in the Compensation Amount column is less than the value defined for this column.
Currency Conversion Rate - Component 1 Currency conversion rate for the worker.
Effective date of the award. This is the salary start date for salary adjustments and the element entry start
date for lump sum payments. Enable this column and make it updateable if managers enter each worker's
Effective Date - Component 1 effective date. Or display it in read only mode to display a predefined date.
Eligibility Status - Component 1 Displays if a worker is eligible or not eligible for the component.
Worker's pay used to determine compensation allocations. May not equal current base salary due to
Eligible Salary - Component 1 proration or adjustment for service gaps, etc.
User-defined value. Rolls up to the summary table so you can display summed up values for the population being
Miscellaneous Rate 1 - Component 1 viewed in the detail table.
Name of the person who entered the original value in the Compensation Amount column. In the properties for all the
Original Amount Updated By - Component 1 columns you want this history retained, check the "Include in audit trail" box.
Percentage of Budget Pool - Component 1 Percentage of a manager's overall budget pool allocated to an worker.
Percentage of Eligible Salary - Component 1 Amount allocated divided into eligible salary.
Prior Cycle Amount - Component 1 Amount awarded during the last compensation cycle.
Prior Cycle Compensation Percentage -
Component 1 Percentage allocated for the same compensation plan during the last plan cycle.
Prior Cycle Effective Date - Component 1 Effective date of the award allocated during the last compensation cycle.
The difference between the Percentage of Eligible Salary and the Target Compensation Percentage, expressed as a
Target - Percentage Deviation - Component 1 percentage of eligible salary.
Target Compensation Amount - Component
1 Recommended allocation.
Target Compensation Amount Maximum -
Component 1 Highest recommended allocation.
Target Compensation Amount Minimum -
Component 1 Lowest recommended allocation.
Target Compensation Percentage -
Component 1 Recommended allocation as a percentage of eligible salary.
Target Compensation Percentage Maximum -
Component 1 Highest recommended allocation as a percentage of eligible salary.
Target Compensation Percentage Minimum -
Component 1 Lowest recommended allocation as a percentage of eligible salary.
Currency or units in which the component is stored. This is determined by the Local Currency
Units - Component 1 Determination defined for the component in the Configure Compensation Components task.
PROMOTIONS
Proposed Job New job title proposed for a worker during the compensation cycle.
Proposed Job Code The job code associated with the proposed job given to a worker.
Proposed Position New position name proposed for a worker during the compensation cycle.
Proposed Position Code The position code associated with the proposed position given to a worker.
Proposed Grade New grade name proposed for a worker during the compensation cycle.
Proposed Grade Code The grade code associated with the proposed grade given to a worker.
Minimum salary defined for a worker's proposed grade range. The grade range is obtained using the
Salary Range Low - New worker's proposed grade and the grade rate linked to the worker's current salary basis.
Maximum salary defined for a workers' proposed grade range. The grade range is obtained using the
Salary Range High - New worker's proposed grade and the grade rate linked to the worker's current salary basis.
Midpoint of a worker's grade range. The midpoint is based on the grade range obtained using the
Salary Range Midpoint - New worker's proposed grade and the grade rate linked to the worker's current salary basis.
Name of the person who last made a change to the Proposed Job, Proposed Position or Proposed Grade column. In the
Promotion Fields Last Updated By properties for all the columns you want this history retained, check the "Include in audit trail" box.
Date of the last made a change to the Proposed Job, Proposed Position or Proposed Grade column. In the properties
Promotion Field Last Update Date for all the columns you want this history retained, check the "Include in audit trail" box.
Name of the person who originally entered a value in the Proposed Job, Proposed Position or Proposed
Promotion Fields Originally Updated By Grade column.
Promotion Effective Start Date Date as of which the worker's proposed job, proposed grade, or proposed position goes into effect.
Proposed Assignment Name Proposed assignment name to be transferred back into HR.
PERFORMANCE
Compensation Performance Rating - Performance rating given during the compensation cycle. This rating is not transferred to the HR or
Current performance management systems. It is only used during compensation planning.
Compensation Performance Rating - Performance rating given during the prior compensation cycle. This rating is not transferred to the HR or
Prior performance management systems. It is only used during compensation planning.
Compensation Performance Rating Date
- Prior Date the Compensation Performance Rating was given in the prior plan cycle.
Compensation Performance Rating
Update Date Date the Compensation Performance Rating was updated.
Compensation Performance Rating User who last updated the Compensation Performance Rating. Not applicable at PFG due to the
Updated By integration with Fusion Performance Management.
Iconic column. Window displays rankings given to the viewed worker by managers lower than the user
Full Ranking viewing the rankings.
Original Compensation Performance
Rating Updated By Name of the person who originally entered a value in the Compensation Performance Rating field.
Performance Document Iconic column providing access to the performance document.
Iconic column. Displays history of the worker's past performance ratings from Fusion Performance
Performance History Management.
Performance Management Calculated
Competency Rating Calculated competency rating from the Performance Management system.

Performance Goal Rating Calculated goal rating from the Performance Management system.
Overall Rating Calculated overall rating from the Performance Management system.
Performance Management Overall
Development Goal Rating Overall development goal rating from the Performance Management system
Development Goal Rating Calculated development goal rating from the Performance Mangement system
Competency Rating Competency rating given by a manager in the Performance Management system.
Performance Goal Rating Goal rating given by a manager in the Performance Management system.
Rating Overall performance rating given by a manager in the Performance Management system.
Performance Management Rating Date Date that the performance rating was assigned to an worker in the Performance Management system.
Numeric value from 1 to N given to an worker where 1 is the highest performing worker and N is the
Ranking lowest.
Assessed potential of a worker to leave the company (low, medium, high), obtained from Profile
Risk of Loss Management.
Worker Potential Assessed growth capabilities of a person (high, medium, low), obtained from Profile Management.
USER-DEFINED COLUMNS
Text Column 1 Column that can display any text value.
Numeric Column 16 Column that can display any numeric value.
Column that can display a list from which managers can select a value. Values can be defined in
List Column 46 CMP_CWB_CUST_COL_46_LIST lookup type.
HISTORY, NOTES, AND ATTACHMENTS (none)
Absence History Iconic column. Displays absence history available in the HR system.
Iconic column. Managers can upload documents to a worker's worksheet record during the compensation
Attachments cycle.
Compensation History Iconic column. Displays a history of salary and other compensation paid to the worker.
Notes Iconic column. Managers can record comments about a worker during the compensation cycle.
Can be defaulting
Updatable in the using a plan cross
Comments worksheet? reference
N N
N N
N N
N Y
N N
N Y
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N Y
N N
N N
N N
N N
N N
N N
N N
N N
This field is calculated based on compensation allocated

in the worksheet and identified as a salary adjustment. Y N
N N
N N

N N

N N

N Y

N Y
N Y

N Y
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
N N
Y Y
Y N
This field automatically calculates based on the value entered

in the Percentage of Eligible Salary entered (or the Percentage
of Budget Pool) column. Y Y
Y Y
Y Y

in the Compensation Amount Maximum column. Y N

in the Compensation Amount Minimum column. Y N
The same effective date can be set for all workers when
running the Transfer Data to HR process. Y Y
N Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
N N
Available in B18 and RUP2+ Y N

in the Compensation Amount column. Y N
N Y
N N
N N
N N
Y Y
Y Y
Y Y
Y N
Y N
Y N
N Y
Y N
Y N
Y N
Y N
Y N
Y N
N Y
N Y
N Y
N N
N N
N N
N Y
Y Y
N N
N N
N N
N N
N N
N N
N N
Available in B18 and RUP2+ N N
Updateable starting in
Available in B18 and RUP2+ RUP3 N
Available in B18 and RUP2+ RUP3 N
RUP3 N
N N
Y N
N N
N N
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
Y Y
N N
N N
N N
N N
Action Name Description
ACTIONS
Rank Workers
>Rank Workers - Rank Automatically
>Rank Workers - Clear Rankings
Worksheet managers can reassign workers to

another worksheet manager within the plan for
Reassign Workers to Another Manager their review.
Manage Delegations
Workers can be delegated to other worksheet

managers. The worker remains on the worksheet
>Delegate Workers managers worksheet
Removes the worker from the delegated

>Remove Delegations managers review worksheet
Worksheet manager can request for a worker's

eligibility to be changed from the next level
Request Eligibility Change manager in the hierarchy
Compare the salary history between selected
Compare Salary History workers on the worksheet
View Audit Trail
>View Audit Trail for Selected Person
>View Audit Trail for Entire Team

View Currency Conversion Rates
Allow worksheet managers to choose between

updating % or amount in the downloaded
Configure Workbook workbook
VIEW
Allows the worksheet manager to view the
View as Tree or View as List worksheet as a tree view or as a list view
Allows worksheet managers to make up to 4

Freeze Columns columns static in the worksheet.
Allows for the detail section of the worksheet to

be disconnected from the page, and enables
worksheet managers to view more workers
Detach Worksheet without scrolling
FORMAT
Wrap Text
MODELS
Allows for worksheet managers to access create
Models- Create Model models from the worksheet
Allows for worksheet managers to open models
Models - Open Model from the worksheet
Allows for worksheet managers to apply models
Models - Apply Model from the worksheet
APPLY TARGETS
Apply to Selected Workers
Apply to Direct Reports
Apply to Team
SAVE
Save
FILTERS
Filters Enables the Filters icon on the toolbar
MANAGE DEFAULT WORKSHEET DISPLAY
Team Filter
Allows a worksheet manager to set the number of

Set Visible Rows visible rows to be displayed in their worksheet
Worksheet managers can select between
Row Height Standard or Compressed row height
Allows worksheet managers to default how many

columns they would like to remain static in the
Frozen Columns worksheet
Table View
Allows worksheet managers to configure how

they want worksheet information to be displayed.
Closed allows for the help icon pop up at the top
of the page. Open keeps worksheet information
Worksheet Information static above the summary
Allows worksheet managers to show the

Worksheet Summary summary as open or closed in the worksheet
Allows worksheet managers to configure if table

filters are always open, or must be accessed
Table Filters through the filter icon.
Restores the worksheet layout back to the

Restore Default Column Layout original settings configured by the administrator
EXPORT TO WORKBOOK
Export - View in Workbook View worksheet information in a workbook
Update allowed worksheet information in a
Export - Manage in Workbook workbook
Export - View in Workbook - Secondary Manager View worksheet information in a workbook
Export - Manage in Workbook - Secondary Manager workbook
Export - View in Workbook - Review Manager View worksheet information in a workbook
Export - Manage in Workbook - Review Manager workbook
POPULATION SWITCHER
All Workers
All workers who have the worksheet manager
Direct Reports listed as their line manager
Workers that report to direct reports 2 levels
2 Levels Down down within the manager's hierarchy
Workers that report to direct reports 3 levels
3 Levels Down down within the manager's hierarchy
Workers that report to the direct reporting
Indirect Reports managers
All managers who have the worksheet manager
Direct Managers listed as their line manager
SEARCH
Name Search Search by worker name
E-Mail Search Search by worker e-mail address
Person Number Search Search by worker person number
RIGHT CLICK MENU
Allows worksheet managers to select specific

workers and view only those workers on the
Isolate Selected Workers worksheet
Allows worksheet managers to hide selected
Hide Selected Workers workers on the worksheet
Allows worksheet managers to hide ineligible
Hide Ineligible Workers workers
Unhides workers not selected during isolating or

Show All Workers hiding selected or ineligible workers
Apply Targets
Worksheet managers can reassign workers to

Reassign Workers to Another Manager another worksheet manager for their review.
Workers can be delegated to other worksheet

managers. The worker remains on the worksheet
Delegate Workers managers worksheet
Removes the worker from the delegated

Remove Delegations managers review worksheet
View notes created for the worker's worksheet
Manage Notes record
View Compensation History for the selected
View Compensation History worker
View Job History View Job History for the selected worker
View Performance History View Performance History for the selected worker
View Ranking Details

Compare the salary history between selected
Compare Salary History workers on the worksheet
View Audit Trail View audit trail data for the selected worker
Dependency Comments
For further information, help topic: Ways to

Ranking actions are dependent upon the Ranking & Full Automatically Rank Workers can be found in
Ranking columns being enabled in the worksheet. the Implementation Guide
This action has an associated notification

where approval could be required.



Worksheet managers can select up to 5
workers to compare
Columns must have the "Include in audit trail" column

property enabled before the plan is started

Currency switching must be enabled
Export to Workbook - Manage in Workbook must be

enabled
This feature will apply the freeze option to

columns that are initially hidden.
Modeling must be enabled for managers
Target columns must be configured for use
This feature will apply the freeze option to

columns that are initially hidden.
Filters action must be enabled
Best practice is to enable this feature for

managers.
This option is not recommended for plans
using manager level budgets.
This option is not recommended for plans
using manager level budgets.
Current capability
Avail Rel20B
Avail Rel20B
Eligibility must be configured at the plan or component

level
Target columns must be configured for use


This action has an associated notification where approval This action has an associated notification
could be required. where approval could be required.
The notes column must be enabled
The compensation history column must be enabled

The job history column must be enabled
The performance history column must enabled
Ranking actions are dependent upon the Ranking & Full

Ranking columns being enabled in the worksheet.
Worksheet managers can select up to 5
workers to compare


Worksheet Configuration Definition

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Worksheet Configuration Definition

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Column / Display Name Field the column maps to in HR Description

Navigator --> Person Management --> Person Information

Navigator --> Person Management --> Personal and

Job Attribute 1 Job Descriptive Flexfield segment 1

Navigator --> Person Management --> Personal and

Navigator --> Person Management --> Personal and

Person Number Navigator --> Person Management --> Person Number

Compensation Amount - Component 1 Amount allocated.

Performance Management Calculated

This field is calculated based on compensation allocated

This field is calculated based on compensation allocated

This field is calculated based on compensation allocated

This field is calculated based on compensation allocated

This field is calculated based on compensation allocated

This field is calculated based on compensation allocated

This field automatically calculates based on the value entered

This field automatically calculates based on the value entered

This field automatically calculates based on the value entered

Available in B18 and RUP2+ Y N

This field automatically calculates based on the value entered

Available in B18 and RUP2+ N N

Available in B18 and RUP2+ N N

Available in B18 and RUP2+ N N

Worksheet managers can reassign workers to

Workers can be delegated to other worksheet

Removes the worker from the delegated

Worksheet manager can request for a worker's

>View Audit Trail for Selected Person

>View Audit Trail for Entire Team

Allow worksheet managers to choose between

Allows worksheet managers to make up to 4

Allows for the detail section of the worksheet to

Allows a worksheet manager to set the number of

Allows worksheet managers to default how many

Allows worksheet managers to configure how

Allows worksheet managers to show the

Allows worksheet managers to configure if table

Restores the worksheet layout back to the

Allows worksheet managers to select specific

Unhides workers not selected during isolating or

Worksheet managers can reassign workers to

Workers can be delegated to other worksheet

Removes the worker from the delegated

View Ranking Details

For further information, help topic: Ways to

This action has an associated notification

This action has an associated notification

This action has an associated notification

This action has an associated notification

Columns must have the "Include in audit trail" column

Columns must have the "Include in audit trail" column

Export to Workbook - Manage in Workbook must be

This feature will apply the freeze option to

Target columns must be configured for use

This feature will apply the freeze option to

Filters action must be enabled

Best practice is to enable this feature for

Eligibility must be configured at the plan or component

Target columns must be configured for use

This action has an associated notification