Understand Acknowledgement Framework Setup in PeopleSoft

-


Acknowledgement Framework in (PeopleTools 8.58+, HCM/FSCM 9.2+) 


The Acknowledgement Framework in PeopleSoft is a configurable feature introduced in recent versions (PeopleTools 8.58+, HCM/FSCM 9.2+) that allows organizations to capture user consent, sign-offs, or agreement to terms—without needing to build custom pages or logic.

🔍 What is the Acknowledgement Framework?

It's a declarative toolset in PeopleSoft that allows you to:

  • Present users with terms & conditions

  • Require checkboxes or identity verification

  • Collect and audit user responses

  • Include acknowledgements in Fluid Activity Guides and transactions

✅ Ideal for HR policies, IT usage agreements, compliance forms, onboarding, remote worker declarations, etc.

🧩 Key Components

ComponentDescription
Acknowledgement CategoryGroups related acknowledgements and controls access
Acknowledgement IDThe actual form the user sees — terms, checkboxes, optional fields
Configuration OptionsDefine required fields, links to docs, password verification
Audit TrailStores timestamp, user ID, IP address, and optionally password validation
Review AcknowledgementsAdmin interface to view submissions
Self-Service Access"My Acknowledgements" tile lets employees view their history

🔧 How to Set It Up

1. Define Categories

Navigation:

nginx
Enterprise Components > Acknowledgement > Acknowledgement Category

  • Create a category (e.g., "HR Policies")

  • Assign who can configure/view responses via role permissions

2. Configure Acknowledgement ID

Navigation:

nginx
Enterprise Components > Acknowledgement > Acknowledgement Configuration

Here, you:

  • Create a new Acknowledgement ID

  • Enter description, effective date, and category

  • Configure what the user sees:

    • Text box with policy details or T&C

    • Hyperlink to a PDF or web policy

    • One or more required checkboxes (e.g., "I agree")

    • Optional fields: name, date of birth, postal code, comments

  • Enable:

    • Identity Verification (user must enter password)

    • Audit Trail (records submission details)

3. Deploy the Acknowledgement

You can use acknowledgements in:

  • Fluid Activity Guides (e.g., Onboarding, Open Enrollment)

  • Custom bolt-on Fluid components

  • Delivered pages (like Remote Worker setup)

💡 To include it in a Fluid Activity Guide, just add the Acknowledgement Step Type, and point to your config.

4. Review Submissions

Navigation:

nginx
Enterprise Components > Acknowledgement > Review Acknowledgements

  • Search by user, ID, category, date range

  • See details: user ID, submission timestamp, selected fields

🛡 Security & Auditing

  • Access controlled by roles tied to category

  • Audit data includes:

    • User ID

    • Timestamp

    • IP address

    • Password verification (if enabled)

This data is stored securely and available for audits or compliance reporting.

✅ Use Cases

Use CaseHow Acknowledgement Helps
Remote Work PolicyCapture employee sign-off with timestamp/IP
New Hire OnboardingInclude in onboarding guide to agree to handbook
Expense Policy UpdateAlert and require sign-off before using expense module
Security/IT PolicyInclude in self-service login flow or compliance task



Understand Acknowledgement Framework Setup in PeopleSoft

Here’s how to set up the Acknowledgement Framework in PeopleSoft—covering both the HCM “agree-to-terms” acknowledgements and what happens under the covers:

🛠️ 1. Set Up Acknowledgement Categories

  • Navigate to: Enterprise Components > Acknowledgement > Acknowledgement Category (ESIGN_CATEGORY).

  • Define categories and assign security roles:

    • Can Edit Configuration: who can set up IDs.

    • Can View Responses: who can see submission data.

  • You can optionally configure search filters (User ID, date ranges, etc.) for the review page.
    Reddit+13Oracle Docs+13Quest Oracle Community+13

⚙️ 2. Configure Acknowledgement IDs

  • Go to Acknowledgement Configuration (ESIGN_DTL).

  • Create or update an Acknowledgement ID:

🔧 3. Add Fields to the Acknowledgement

Within the ID setup, define:

  • Agreement Checkbox, Terms & Conditions Hyperlink

  • Optional fields: Name, DOB, National ID, Postal Code, Text boxes (up to 3)

  • Field properties: label, alignment, required.

  • Rich‑text support on links and text boxes.
    Quest Oracle CommunityOracle Docs

🛡️ 4. Enable Audit Trail & Identity Verification

Under Audit Trail Details:

  • Section header and fields: User ID and timestamp are always captured.

  • Optionally capture and display user’s IP Address.

  • Enable Verify Identity: prompts users for their password upon clicking “Save” to verify identity.
    Oracle Support+12Oracle Docs+12Oracle Support+12

👀 5. Review Submitted Acknowledgements

Admins can view responses:

Employees can view their own past acknowledgements via the My Acknowledgements tile.
Oracle Docs

📌 Example Business Uses

✅ 6. Integrate into Fluid Activity Guides (Optional)

If you're building or enhancing Fluid Activity Guides:

  • Insert an Acknowledgement step using the configured Acknowledgement ID.

  • Users will see the checkbox, fields, links, audit info, and password prompt (if enabled) during the flow.

⚠️ 7. Common Gotchas

✅ Summary Table

StepPage (View Finder)Purpose
1ESIGN_CATEGORYDefine categories & security
2ESIGN_DTLCreate Acknowledgement ID/configuration
3(within ESIGN_DTL)Configure fields, texts, T&Cs
4(within ESIGN_DTL)Enable audit trail & identity verify
5ESIGN_ADMIN_SUM_FLReview responses (Admin)
6My Acknowledgements tileView own history (User)

Would you like help creating a real example—for instance, setting up a new Acknowledgement for a compliance policy with validation—and integrating it into a Fluid Activity Guide?

Comments

Post a Comment

Popular posts from this blog

PeopleSoft Meta Tables

-
Application Engine Meta Data PSAEAPPLDEFN AE header record; 1 row per app engine PSAEAPPLSTATE AE state records (shows which one is the default) PSAEAPPLTEMPTBL AE temp tables assigned PSAESECTDEFN AE sections: public or private PSAESECTDTLDEFN AE section: descriptions, market, DB Type, EFFDT, EFF_STATUS, and auto commit PSAESTEPDEFN AE steps within section: description, market, DB Type, EFFDT, EFF_STATUS PSAESTMTDEFN AE actions within AE step: Step type (SQL, Do Select, etc.) with SQLID. PSAESTEPMSGDEFN AE message (parameters in each step) AEREQUESTPARM AE request parameters table behind the AE run control page. Find All Records Referenced in App Engine 1. Find the Temp Records (TAO) that are used: SELECT RECNAME FROM PSAEAPPLTEMPTBL WHERE AE_APPLID = 'MY_APP_PROGRAM_NAME' 2. If there are records, find the number of instances: SELECT TEMPTBLINSTANCES FROM PSAEAPPLDEFN WHERE AE_APPLID = 'MY_APP_PROGRAM_NAME...
Read more

Peoplesoft Application Package, Application Class and Application Method Implementation

-
Application Classes in PeopleSoft Defining and Importing packages or classes in PeopleCode <Pacakge name>:<Subpacakge name>:<…>:<Class name or wild card> Class Extensions represents the “is-a” relationship.   When a class extends another class, it’s called a subclass of that class. No Multiple inheritances or Concept of interface in Application classes. Instance variables in the class are accessible in all the objects of that class. Application programs generally pass parameters by value, which is not the same as for existing functions. Parameter passing with object data types is by reference. When the objects are passed to method and it reassign the object with new object it will not reflected in the calling method. Application Programs use the out specifier to pass a parameter by reference. Method increment (&Value as number out); rem passed by reference.   Create is the key word used to create the class object.  ...
Read more

Peoplesoft Application Package - Application Class/Application Package peoplecode and Calling them anywhere

-
Peoplesoft Application Package - Define Application Class and Calling Application class and Application Class Method from any Peoplecode event:  Step 1: Create New Application Package - MYPACKAGE Step2: Add a new application class in it. - MyClass Step 3: Defining Class and methods inside (Public or Private) 1. We can define classes here 2. We can define methods here 3. We can define Class Property Code to write inside a class to define class and its method: class MyClass method MyMethod (&smyInput as String, &nmyInput as Number) returns string; private method MyPrivateMethod (&sInput as String) returns boolean; property string &sVar; property number &nVar; end-class; method MyMethod /*+Method Body+*/ returns &sVar; end-method; method MyPrivateMethod  /*+Method Body+*/ returns &bVar; end-method; Code to write call a class and run its method: import MYPACKAGE:MyClass; Local string &sGetMethodData; Local MYPACKAGE:MyClass &oClassObjectVar...
Read more