GT Lunch & Learn: From Manual to Modern - Extending PeopleSoft Financials Automation with GT eForms

Join us for an in-depth look at how Bupa transformed their PeopleSoft Financials processes from manual, spreadsheet-based workflows to streamlined automated solutions using GT eForms. Kirsty Dixon, PeopleSoft Senior Analyst at Bupa, shares real-world examples of automating payment processes, reducing manual work, and improving audit controls across their 16,500+ user environment processing over 27,000 vouchers monthly. KEY TOPICS COVERED Overview of Bupa's PeopleSoft environment and eForms implementation journey UK Payment Form: Automating 15 different payment types within a single form family Managing 51,000+ forms across Accounts Payable, General Ledger, and User Security modules Clinician Payment Form: Replacing manual spreadsheet and email-based approval processes Using data pools and custom pages to dynamically populate form fields Implementing validation rules and combo edits to ensure data accuracy Leveraging hidden fields and segments to simplify user experience Configuring dynamic and static approval paths based on cost center and amount Copy-from functionality to streamline repetitive monthly submissions Integration with PeopleSoft voucher staging tables for seamless payment processing Reducing technical dependencies and empowering functional teams Benefits realized: improved audit trails, reduced rework, enforced business processes TIMESTAMPS 00:00 - Introduction and welcome 03:30 - Speaker introduction: Kirsty Dixon from Bupa 04:43 - Overview of Bupa and their PeopleSoft environment 06:11 - How Bupa is using GT eForms across modules 11:47 - Demo: UK Payment Form walkthrough 17:31 - Form validation and data accuracy controls 26:07 - Custom page and data pool configuration 32:02 - Design rationale: One form family vs. multiple form types 35:24 - Clinician Payment Form: The problem with the old manual process 39:47 - Demo: Clinician Payment Form walkthrough 46:00 - Copy-from functionality demonstration 49:16 - Key benefits realized from eForms automation 56:19 - Closing announcements and upcoming training opportunities READY TO MODERNIZE YOUR PEOPLESOFT PROCESSES? Discover how GT eForms can help you automate manual workflows, improve data accuracy, strengthen audit controls, and empower your functional teams. Visit our website to learn more about GT eForms capabilities and upcoming training sessions, or contact us to schedule a personalized demonstration for your organization. All GT Webinar recordings are available on our website. Subscribe to our channel for notifications about upcoming lunch and learn sessions covering PeopleSoft automation, user experience, managed services, and more. #GTeForms #PeopleSoft #PeopleSoftFinancials #ProcessAutomation #AccountsPayable #WorkflowAutomation #DigitalTransformation #ERP #PeopleSoftTips #FinanceAutomation #BupaHealthcare #GideonTaylor