Define Touchpoints Nudges

Nudges are set up using the Nudge Configuration work area.

Here are the scenarios in which nudges appear in Touchpoints. The nudges are triggered when the criteria defined in the nudge configuration matches, falls below, or exceeds a specific value configured by the Administrator.

Note: After configuring nudges, ensure that you run the scheduled process, Process HCM Nudges. This triggers the nudges and delivers them to the configured channels. This table also lists the recommended run frequency of the scheduled process.

Module	Scenario	Criteria	Recipient	Nudge Channel	Recommended Run Frequency
Career Development	Employee doesn’t have active goals in their development plan	The nudge appears when there are no active goals in an employee’s development plan.	Employee, Manager	Touchpoints card, check-in insights, email	Quarterly
Check-in	Check-in between a manager and employee hasn't been scheduled for a period of time	The nudge appears when a check-in hasn’t been scheduled for a specific number of days. The Administrator configures the number of days.	Manager	Touchpoints card, email	Weekly or monthly
Check-in	Check-in between manager and employee is approaching	The nudge appears a specific number of days before the scheduled check-in date. The Administrator configures the number of days.	Manager, Employee	Email	Weekly or monthly
Feedback	Manager hasn’t provided feedback to an employee for a period of time	The nudge appears when a manager hasn’t provided feedback for a specific number of days. The Administrator configures the number of days.	Manager	Touchpoints card, check-in insights, email	Bi-monthly or monthly
Feedback	Employee hasn’t given anytime feedback to their others for a period of time	The nudge appears when an employee hasn’t given anytime feedback to others for a specific number of days since the last time they gave feedback. The Administrator configures the number of days.	Employee	Touchpoints card, email	Bi-monthly or monthly
Feedback	Employee hasn’t requested feedback for a period of time	The nudge appears when an employee or manager hasn’t requested feedback for themselves or for their team members for a specific number of days since the last time they requested feedback. The Administrator configures the number of days.	Employee, Manager	Touchpoints card, email	Bi-monthly or monthly
Goal Management	Employee has performance goals that are later than the target completion date	The nudge appears when a specific number of days have passed since the target completion date. The Administrator configures the number of days.	Manager	Touchpoints card, check-in insights, email	Monthly
Goal Management	Employee has performance goals that are due soon but goal completion percentage is less than a defined percentage	The nudge appears when a specific number of days remain before the target completion date, and the goal completion percentage is less than a specific target percentage. The Administrator configures the number of days and target percentage.	Employee	Touchpoints card, check-in insights, email	Monthly
Goal Management	Employee has performance goals with a past goal start date and a status of Not Started	The nudge appears when the goal remains in the Not Started status even after a specific number of days have passed since the goal start date. The Administrator configures the number of days.	Manager	Touchpoints card, check-in insights, email	Monthly
Goal Management	Employee has high priority aligned performance goals that are due soon	The nudge appears when there are a specific number of days remaining before the target completion date. The Administrator configures the number of days.	Manager	Touchpoints card, check-in insights, email	Monthly
Goal Management	Employee completes performance goals ahead of the target completion date	The nudge appears when an employee completes goals a specific number of days ahead of the target completion date. The Administrator configures the number of days.	Manager	Touchpoints card, check-in insights, email	Monthly
Goal Management	Employee has performance goals that haven’t been updated for a period of time	The nudge appears when an employee hasn’t updated their performance goals for a specific number of days since their last update. The Administrator configures the number of days.	Employee	Touchpoints card, check-in insights, email	Monthly
Goal Management	Employee doesn’t have performance goals in the goal plan	The nudge appears when performance goals aren’t added to the goal plan for a specific number of days since the start of the current review period. The Administrator configures the number of days.	Employee, Manager	Touchpoints card, check-in insights, email, journeys	Monthly
Human Resources	Employee's anniversary is approaching	The nudge appears a specific number of days before the employee’s anniversary occurs. The Administrator configures the number of days.	Manager	Touchpoints card, email	Daily
Human Resources	Employee's birthday is approaching	The nudge appears a specific number of days before the employee’s birthday occurs. The Administrator configures the number of days.	Manager	Touchpoints card, email	Daily
Talent Profile	Employee hasn’t updated their talent profile for a period of time	The nudge appears when an employee hasn’t updated their talent profile for a specific number of days since their last update. The Administrator configures the number of days.	Employee	Touchpoints card, check-in insights, email, journeys	Quarterly
Touchpoints Survey	Employee has a low pulse score	The nudge appears when the pulse score falls below a threshold value. This value is preconfigured in the survey, and the Administrator can't change it.	Manager	Touchpoints card, check-in insights, email	Depends on the survey frequency
Touchpoints Survey	Employee has a low response rate to the pulse survey	The nudge appears when an employee doesn't respond to a survey a specific number of times. The Administrator configures the number of times.	Worker	Touchpoints card, email	Depends on the survey frequency
Touchpoints Survey	Employee has a low response rate to the pulse survey		Manager	Touchpoints card, check-in insights, email	Depends on the survey frequency

This example shows you how to configure a nudge for this scenario: Employee has high priority aligned performance goals that are due soon.

Go to My Client Groups > Employment > Nudge Configuration.
Click Add.
From the Module list, select the nudge type, Goal.
Select the reason, Employee has high priority aligned goals that are due soon.
Edit the default configuration name, as applicable.
Set the status to Active.
Enter the number of days before the goal’s target completion date by when the nudge must be triggered.
Click Add in the Channels section.
Select the Email, Touchpoints card, or Check-in insight channel type.
Select the Active check box.
Select the recipient of the channel type.
From the Content Source list, you can either select the default content that’s available for the channel or create your own. If you select User-defined Content, enter your custom text for the channel. For example, for the Email channel type, specify a title and a message.
Click OK.