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News and information to ensure your investment in PeopleSoft continues to power your organization to success.

  • May 24, 2018

Fluid Attachments for PeopleSoft HCM

Prathibha Sastry
Principal Product Manager

A number of HR transactions require proof or a document for the transaction to be complete.

By digitizing these documents, HR administrators can save the time they spend filing and looking for these documents.

Common employee self-service transactions such as updating name and address or requesting an absence may need a document attachment for proof in many organizations.

The Fluid Attachment framework allows you to configure attachments, notes and URLs for supporting transactions. This helps standardize the user experience of adding various types of files across transactions using devices such as laptops, tablets and smartphones. Employees can now attach documents, notes and URLs to a transaction so the HR administrator can verify, approve and access those documents.

The Fluid Attachment framework is now part of the Name Change and Absence Request transactions with PUM Image 26. Attachments are planned to be part of other transactions as well in upcoming PUM images.

The image below shows an example of the name change transaction on a desktop and absence request transaction on a smartphone where a document attachment is configured.

   

 

The framework allows customers to configure notes and URLs for any fluid transaction.

When a transaction requires approval,  Approver sees a link to view attachments on the approval screen.

 

The Fluid Attachments framework allows customers to

  • Easily configure attachments, notes or URLs to any fluid transaction and view them across different devices.
  • Have  a consistent user experience to the attachments workflow for all transactions.
  • Control view of attachments by role

To know more about the Fluid Attachments for PeopleSoft HCM, you may watch the video below

Video link

A red paper is published to help customers configure attachments for additional transactions. You may access MOS or click on the link below

Red Paper on Implementation steps for Fluid Attachment Framework (Doc ID 2382737.1)               

 

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