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Oracle Validated Integration

GT eForms for PeopleSoft

Forms and workflow, built and run inside PeopleSoft. Configured by business analysts, approved on native AWE, written back to real records.

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100 percent PeopleTools

No external runtime or separate database

Certified by Oracle

The only form builder with Oracle Validated Integration for PeopleSoft

100+ organizations

Universities, government agencies and enterprises, over 20 years

45 Second Video: Meet Max – just like your PeopleSoft users, he’s trapped by processes. Watch his transformation.

GT eForms™

What GT eForms is

GT eForms is a form and workflow toolkit that runs inside PeopleSoft. Business analysts build forms through configuration rather than code. Approvals route on PeopleSoft’s native Approval Workflow Engine. Submitted data writes back to real PeopleSoft records, so there is no separate system to reconcile and no manual updates.

Case studies

What GT eForms is used for

A sample of the processes teams have built. These are the published case studies — GT eForms runs at more than 100 organizations.

GT eForms
Read more → Wakefern Food Corporation Over 10,000 job change actions every week Read more → The University of Utah 200 hours of manual payroll processing eliminated Read more → University of South Carolina 15 Fluid eForms for HR self-service at go-live Read more → St. Joseph’s Health Care Leader self-service for hires, job and position changes Read more → Xcel Energy 41 separate forms replaced by 3 intelligent eForms Read more → University of Oklahoma Position descriptions neither Taleo nor PeopleSoft could handle
Read more → University of California, Berkeley Named a PeopleSoft Innovator for student and instructor forms Read more → Rochester Institute of Technology PDF-based forms replaced across the student information system Read more → Princeton University Student records front end rebuilt before the old server went dark Read more → University of Wisconsin–Madison Student financial aid moved off paper Read more → College of the Holy Cross Language placement automated across eight languages Read more → North Dakota University System 120+ forms built in one year across 11 campuses
Read more → University of South Carolina Two-thirds of 3,800 journal vouchers processed automatically Read more → Bupa UK Accounts payable, procurement and user security, audit-ready Read more → University of Oklahoma Health Sciences Center Grant proposals and agreements routed end to end Read more → State of North Dakota $500,000 of legislative funding across 63 agencies
Architecture

Inside PeopleSoft, not beside it

GT eForms adds capability to the environment you already run. It does not sit alongside it as a second system to secure, integrate and reconcile.

Your PeopleSoft environment
Built on PeopleTools

100 percent PeopleTools based. No external runtime, no separate database, no additional infrastructure to operate.

Oracle Validated Integration

The only form builder certified by Oracle for PeopleSoft.

Oracle Validated Integration
Native approvals

Approvals run on PeopleSoft’s Approval Workflow Engine, using the routing and delegation your administrators already know.

Real records

Submitted data updates PeopleSoft components through supported interfaces, not a parallel data store.

Your security model

Access is governed by PeopleSoft permission lists and roles. There is no second set of user accounts to administer.

Scales with your environment

Supports user populations into the tens of thousands. Current PeopleSoft releases are supported; see the documentation for specifics.

When the process reaches past PeopleSoft

For workflow that spans PeopleSoft, Oracle Cloud and third-party systems, GT eFlow is the platform built for it — same team, same support.

Explore GT eFlow
How it works

Build, route, write back

Three steps, all of them inside PeopleSoft.

Stage one

Configuration, not code

The form type designer is where conditional logic, dynamic data and participant lists get set. No PeopleCode, no separate build pipeline.

Form Type Designer — EMPL_BONUS Employee ID Award amount Effective date + Add field Visual If if Amount > 5000 show VP approval step Roster Department Approver · Role
Stage two

Your approval engine, not ours

Routing runs on PeopleSoft’s Approval Workflow Engine, with the delegation and notification your administrators already operate. Ten definitions are delivered.

Sub Mgr Dept Done Submitted Manager Dept approver Approved Email or worklist notification at each step
Stage three

One system of record

Submitted data updates PeopleSoft components through messaging queues. Nothing is rekeyed, and nothing lives in a parallel store waiting to be reconciled.

Approved form messaging queue PeopleSoft record the system of record
Capabilities

What you build with it

The parts a business analyst works with directly. Each is configured, not coded.

Fields populate from the source, not from a re-entered copy

A SmartSource reads live PeopleSoft data into the form as it opens, so the request carries the same values the record does.

PS_JOB live record Bonus request Department Registrar Current salary $64,200 Supervisor A. Okafor

Show, hide and branch — without writing code

Visual If sets the rule in the designer. The form reshapes itself around the answer as the requester fills it in.

Amount > $5,000 ? yes no + VP approval step and justification field Standard routing

Participant lists that decide who acts, and when

A roster resolves to people by role, so routing keeps working when someone changes jobs, leaves or delegates.

Department Approver · role RM R. Mensah — Registrar JL J. Lindqvist — Bursar AO A. Okafor — Dean’s office

Caught on the way in, not sent back afterwards

Field-level rules raise an inline message at entry, so a request is corrected before submission rather than returned days later.

Effective date 01/14/2024 ! Date falls in a closed pay period Effective date 02/01/2024 Accepted — routed on submit

Ten delivered routing patterns you can mix and match

The common shapes — serial, parallel, conditional, self-approval bypass — ship as AWE definitions. Start from one, combine them, and configure them to meet your own approval requirements, rather than building routing from scratch.

Serial — one approver after another
Parallel — several approvers at once
Conditional — a step that only sometimes applies
Self-approval bypass — skip your own step

…and six more, listed in the documentation.

The gap

The processes that never got modernized

Most organizations implemented PeopleSoft for their core transactions and stopped there. The work around the edges kept running the way it always had.

Work outside the system
Work runs outside the system

Requests that PeopleSoft was never configured to handle still move on paper, email attachments and shared spreadsheets.

Approvals leave no trail

A request is approved by forwarding a message. No routing rule, no audit record, no reliable way to answer where something is.

Results get rekeyed

Someone retypes the outcome into PeopleSoft. That step is where transcription errors and processing delays enter the process.

Work inside the system
The request is a PeopleSoft form

The same request runs as a configured eForm, with live PeopleSoft data in the fields and rules that stop bad entries at the door.

Approvals are routed and recorded

AWE carries the request through its steps. Every decision has a rule behind it and an audit record after it.

The record updates itself

Submitted data writes back to PeopleSoft components. Nobody retypes anything, so nothing drifts.

By module

Where teams apply it

Human Capital Management

Onboarding, job and position changes, leave and status requests, personal data updates.

GT eForms for HCM

Finance and Supply Chain

Requisitions, expense and payment approvals, vendor and supplier record maintenance, ChartField requests.

GT eForms for FSCM

Campus Solutions

Admissions processing, grade changes, academic petitions, registration exceptions, faculty requests.

GT eForms for Campus Solutions

Customers

What teams report

GT eForms has significantly streamlined our security access request process. What used to take days of back-and-forth is now handled efficiently and accurately, saving us time and reducing errors.
Darcy Swope
Darcy SwopeIT
GT eForms has significantly streamlined our reimbursement process, making it more efficient and user-friendly. The improved accuracy of submissions has greatly reduced the number of returned requests, saving time and ensuring smoother processing for everyone involved.
Alexander Lee
Alexander LeeBusiness Analyst, Concordia
GT eForms has really allowed us to improve the experience we can provide to our students in respect of various academic requests. As a functional user, it has empowered me and my colleagues to be able to build and deploy complex forms in a very simple way.
Paul Martin
Paul MartinSenior Business Analyst
GT eForms is a fantastic product! We've built many forms with limited, if any, development. We've also built a number of forms with help from developers that update data in Campus Solutions, for both students and staff.
UW–Madison
UW–MadisonSecurity & SEA Administrator
GT eForms allow us to build business processes into forms which helps streamline processes and approvals, eliminate confusion, and get cleaner data along the way. It is worth the effort of learning this forms building tool that integrates with PeopleSoft. We are now coming up with all sorts of creative use ideas for GT eForms.
Nancy Fawver
Nancy FawverSenior Associate Registrar

See GT eForms in action

Watch a business analyst configure a PeopleSoft form, route it for approval and write the result back to a record.

PeopleSoft webinars
Product documentation

See GT eForms in your environment

Schedule a demonstration against the processes you are trying to move off paper.

  • The only form builder certified by Oracle for PeopleSoft
  • 100+ organizations, including universities, government agencies and enterprises
  • Over 20 years serving the PeopleSoft community
  • Training, documentation, a user community and AI assistance included

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Questions

Frequently asked questions

What is GT eForms?

GT eForms is a form and workflow toolkit for PeopleSoft. It lets business analysts build electronic forms through configuration, route them for approval on PeopleSoft’s Approval Workflow Engine, and write the submitted data back to PeopleSoft records. It runs entirely inside the PeopleSoft environment.

PeopleSoft’s delivered Forms and Approval Builder covers straightforward forms with simple approval routing. GT eForms is built for processes that need more than that: conditional logic, live PeopleSoft data drawn into the form, participant lists, field-level validation and updates written back to PeopleSoft components. Both run inside PeopleSoft. The difference is the complexity of process each is designed to carry.

Business analysts build and modify forms without writing code. Organizations building forms that update PeopleSoft records in more complex ways often involve a developer for that part of the configuration. Customers describe both patterns, and many teams run a mix of the two.

No. GT eForms is 100 percent PeopleTools based. Form data lives in your PeopleSoft database, and submitted data updates PeopleSoft components through supported interfaces. There is no external runtime, separate database or third-party hosting to secure and audit.

GT eForms supports current PeopleSoft releases. Supported releases and minimum PeopleTools levels change as Oracle publishes new versions, so the current supported combinations are listed in the product documentation rather than here.

Minutes and hours, not days or weeks. A straightforward form with standard routing can be configured in a single sitting. Forms carrying complex conditional logic, or writing back to several PeopleSoft components, take longer and often involve a developer.

Yes. GT Tokens give external participants such as parents, vendors and board members secure access to the specific transaction they need to act on, without provisioning a PeopleSoft account for them. Access is controlled at the transaction level.

The Transporter tool migrates forms between environments and provides an API for teams that automate their release process. The Dependency Network Visualizer shows what a form depends on, and what depends on it, before a change is promoted.

GT eForms is for processes that belong in PeopleSoft and act on PeopleSoft data. It is not a general-purpose survey tool, a public website form builder or a workflow engine for systems outside PeopleSoft. For enterprise workflow spanning systems beyond PeopleSoft, GT eFlow is the relevant product.