In today’s fast-moving workplace, where every moment of feedback can inspire growth and smarter decisions, Oracle’s PeopleSoft HCM PUM Image 52 steps up with a powerful new upgrade – automatic questionnaire triggering within the Questionnaire Framework.
Think of it as ‘feedback without friction’. This enhancement empowers organizations to capture valuable insights right when they matter most — no nudging, no delays. Just intelligent timing, effortless delivery, and a smarter way to stay connected with people.
What Is the Questionnaire Framework?
The Questionnaire Framework in PeopleSoft HCM is a flexible tool used to design, manage, and distribute surveys or questionnaires. It supports various use cases, such as employee feedback, event follow-ups, training evaluations, and more — all integrated into transactional workflows within PeopleSoft.
Previously, triggering questionnaires required more manual or batch-driven processes. With PUM 52, this changes dramatically.
What’s New in PUM 52?
PUM 52 delivers a new event type within the Questionnaire Framework that allows:
- Automatic triggering of questionnaires based on real-time transactions (e.g., saving or submitting a page).
- Immediate delivery of notifications (email or in-app) to respondents.
- Condition-based configuration using transactional data attributes.
- This automation brings more relevance and speed to your feedback collection strategy.
How Does It Work?
Let’s break down how the new feature functions:
1. Event-Based Triggers
We can now configure the system to automatically trigger a questionnaire when specific events occur – such as:
- A performance review being completed
- An onboarding form being submitted
- A course enrollment being finalized
2. Rule-Based Conditions
We define when and for whom the questionnaire should be triggered using:
- Transaction-specific attributes (like EMPLID, transaction status, dates)
- Component and page-level context
For instance, if a manager submits a performance review document, a feedback questionnaire can be sent only to employees with a specific job code or department.
3. Instant Notifications
As soon as the conditions are met:
- A questionnaire is generated
- A notification is sent via Notification Composer (email or in-app)
Real-Life Example: Performance Review Feedback
Let’s say an organization wants to gather feedback after every performance review cycle. Here’s how it plays out with the new enhancement:
- Step 1: A manager completes a performance document for a direct report.
Fig 1.1 Manager completing Performance Document for his direct report
- Step 2: The system automatically generates a survey to gather the employee’s experience. (as configured in the system)
Fig 1.2 Configuration in the Performance Document for the Notification
- Step 3: An email and/or in-app notification is sent to the employee.
Fig 1.3 System generating the notification in-app
- Step 4: The employee clicks the notification and is taken directly to the questionnaire.
Fig 1.4 Redirected to the Questionnaire
Alternatively, employees can access it from the “My Questionnaires” tile on their home page.
Result? Instant feedback, no manual setup, and increased participation.
Where Can It Be Used?
This feature is not limited to just performance management. It’s a cross-functional capability, useful across HCM pillars, including:
Module Use Case
Onboarding Collect new hire impressions on joining
Learning Request course feedback after completion
Benefits Survey after enrollment or life event submission
Workforce Administration Gather feedback on key HR services
Exit Management Automatically send exit surveys on resignation acceptance
Benefits of the Enhancement
Here are the key advantages of using automatic questionnaire triggering:
- Real-time feedback collection
- Higher response rates
- Less administrative effort
- Configuration in your business context
- Integrated with Notification Composer
- Improved employee engagement
Conclusion
The Automatic Triggering of Questionnaires in PeopleSoft HCM PUM 52 is a forward-thinking enhancement that modernizes the way feedback is captured. By embedding feedback mechanisms into business processes in real time, it drives smarter decisions, boosts employee satisfaction, and reduces manual HR effort.
It’s a step closer to real-time HR, where listening and acting on feedback happens seamlessly within the flow of work.
Stay Ahead with Kovaion!
If you haven’t already explored PUM 52, now is the time to check your PeopleSoft HCM Image updates and plan adoption. Leveraging this feature can significantly improve the feedback culture in your organization.
Author: Nandhini Devi, Sr. Consultant – PeopleSoft