Tag: PeopleSoft Fluid User Interface

PeopleSoft RECONNECT Dive Deep brings the PeopleSoft customer community together with PeopleSoft experts, industry innovators, technology leaders and Oracle product teams for insights, education and information. Hear the latest updates on PeopleTools, HCM and ERP and get ready to dive deep into hot topics like Analytics, Configuration, Digital Assistants, Guided Learning, Lifecycle Management, User Experience…

This session was presented at RECONNECT Dive Deep 2025.

Oracle’s shift from Kibana to OpenSearch marks a turning point for analytics within PeopleSoft. In this session, we explore how OpenSearch and the new PeopleSoft Insights framework enable dynamic, real-time dashboards directly within your enterprise applications. We’ll demonstrate how customers are using Insights to track financial KPIs, workforce trends, and policy compliance—all embedded in Fluid UI and aligned with Redwood UX. Key Takeaways: Overview of Insights framework and OpenSearch architecture Configuring embedded visualizations within Fluid components Use cases: headcount analysis, budget variance, procurement efficiency Designing Redwood-inspired dashboards for line-of-business users Key Takeaways: 1. Understanding Integration: - Learn how Analytics works within the PeopleSoft ecosystem and its advantages 2. Building Visualizations: - Explore how to configure and customize dashboards for real-time data insights. 3. Using Delivered Content: - Discover out-of-the-box analytics delivered by PeopleSoft and how to adapt them to your needs. 4. Driving Data-Driven Decisions: - See practical examples of how organizations have used analytics to enhance operational efficiency and strategic planning. 5. Best Practices for Deployment: - Gain insights into successfully implementing Analytics while maintaining system performance and data integrity.

This session was presented at RECONNECT Dive Deep 2025.

As organizations strive to adapt quickly to changing business needs, low-code/no-code development in PeopleSoft is a game-changer. This session will delve into how users can leverage PeopleSoft’s intuitive tools and frameworks to build, customize, and deploy applications without requiring extensive programming expertise. From Page Composer and Event Mapping to Fluid UI personalization and Activity Guides, attendees will learn how to empower business users and reduce reliance on IT teams for development tasks. Through practical demonstrations and real-world examples, this session will highlight the opportunities for increasing agility, reducing development time, and enhancing user satisfaction within the PeopleSoft ecosystem. Key Takeaways: 1.Understanding Low-Code/No-Code in PeopleSoft: Discover the tools and frameworks that enable development without extensive coding knowledge 2. Exploring Key Tools: Learn how to use tools like Page Composer, Drop Zones, and Event Mapping for efficient customization 3. Accelerating Development: Understand how low-code/no-code approaches can reduce development time and empower business users 4. Improving User Experience: See how personalization features like Fluid UI and Activity Guides can improve end-user satisfaction 5. Staying Upgrade-Safe: Gain tips for maintaining system integrity and compatibility while using low-code/no-code solutions

This session was presented at RECONNECT Dive Deep 2025.

Discover how PeopleSoft’s Fluid Performance Management transforms reviews into a simple, modern, and mobile experience. From goal setting to checkpoints and evaluations, managers and employees can collaborate in real time, track progress, and share feedback from any device. With intuitive analytics, flexible workflows, and continuous visibility, this solution ensures alignment on goals and eliminates surprises at review time—helping organizations build a culture of transparency and growth. Top three key takeaways attendees will get from the session 1. Hands-on insight into Fluid Performance Management – Learn how to navigate the Team Performance homepage, track goals, and manage performance documents efficiently. 2. Best practices for continuous feedback – Discover how checkpoints, goal tracking, and mobile access keep employees and managers aligned year-round. 3. Practical tips for driving engagement – See how modern, mobile-enabled tools foster transparency, accountability, and a stronger performance culture.

This session was presented at RECONNECT Dive Deep 2025.

Learn tips and tricks to delivering a modern, intuitive, mobile-friendly PeopleSoft user experience. This session will include navigation, page design, Fluid layout design patterns, CSS, Grids, and CSS Variables.


Presented at BLUEPRINT 4D
Session ID: P-050034

This presentation highlights the strategic approach and execution of a comprehensive upgrade that simultaneously tackled the PeopleSoft Tools version, the PeopleSoft Update Manager (PUM) version, and the transition to Fluid. The initiative aimed to modernize the system's functionality, improve user experience, and optimize performance while minimizing disruption to daily operations.

The project required meticulous planning, rigorous testing, and robust communication strategies to ensure a smooth transition. Key components of the upgrade process included:

• Extensive Testing: A thorough testing framework was implemented to identify and address potential issues, ensure system stability, and validate the functionality of integrated processes.
• Strategic Planning: The team devised a detailed project plan to manage interdependencies between the Tools, PUM, and Fluid upgrades, ensuring alignment with organizational goals.
• Effective Communication: A comprehensive communication plan engaged the user community, providing regular updates, training resources, and opportunities for feedback to foster understanding and adoption.

Attendees will gain insights into the challenges, best practices, and lessons learned from this complex upgrade process, as well as actionable strategies for managing similar projects. By aligning technology enhancements with user needs and operational priorities, this upgrade set the foundation for a more efficient and user-friendly system.

This session is eligible the following CPE credits: NASBA, SHRM

Speaker: Stephen Valentine, Milton Hershey School

Presented at BLUEPRINT 4D
Session ID: P-050076

Showcase how we used Event Mapping and Page and Field Configurator to restrict information based on security, add extra edits and enhance the Item Templates without even touching the delivered code!
Not only was this implemented without any code changes to objects, but it is able to be enabled and disabled without a migration. We worked closely with Amerit to meet their needs using Event Mapping tools.

This session is eligible the following CPE credits: NASBA

Speaker: Sai Sarkar, Amerit Fleet Solutions

Presented at BLUEPRINT 4D
Session ID: P-050265

Streamlining and automating business processes is essential for maximizing the value of your PeopleSoft investment. This session explores how to leverage two powerful tools—Event Mapping and Drop Zones—to enhance and automate workflows without extensive customizations. Attendees will learn how Event Mapping can be used to inject logic into delivered processes, enabling tailored automation while maintaining upgradability. The session will also cover how Drop Zones provide flexibility in personalizing pages to meet unique business needs without modifying delivered code. Through real-world use cases and practical demonstrations, participants will gain actionable insights into simplifying process automation and increasing efficiency in their PeopleSoft environment.

Key Takeaways:

1. Event Mapping Essentials:

- Understand the basics of Event Mapping and its role in injecting custom business logic.

- Learn how to use Event Mapping to automate workflows while preserving system integrity.

2. Leveraging Drop Zones:

- Discover how Drop Zones allow for personalized UI changes without impacting delivered functionality.

- Explore creative use cases for Drop Zones to enhance user experience and efficiency.

3. Practical Applications:

- Gain insights from real-world examples of automating business processes using Event Mapping and Drop Zones.

4. Best Practices and Tips:

- Learn strategies for effectively implementing and managing these tools in your PeopleSoft environment.

5. Staying Upgrade-Safe:

- Ensure your customizations and automations remain compatible with future PeopleSoft updates.
This session is eligible the following CPE credits: NASBA

Speaker: Jeff Hilliard, Elire: Inc.