How You Use Nudges to Send Journey Reminders
You can configure a nudge to send an email notification to remind the employee or manager when their journey or task isn't complete.
You configure nudges for the Journeys module in the Nudge Configuration work area. After you configure a nudge, the Process HCM Nudges ESS process identifies the person to whom the journey or task reminder needs to be sent.
This table lists the nudge reasons that you can configure and how each nudge feature
works:
|
Reason to Nudge |
Purpose of Nudge | Nudge Evaluation Criteria |
|---|---|---|
| Journey not completed | Remind the employee or manager to complete their journey. | Nudge is generated <n days after journey assigned date> if the journey isn't completed. The placeholder n signifies the configurable value defined by the user when configuring the nudge. |
| Task in journey not complete | Remind the employee or manager to complete a specific task in their journey. | Nudge is generated <n days after journey task assigned date> if the specific task isn't complete. |
| Journey has overdue tasks | Remind the employee or manager to complete the overdue tasks in their journey. | Nudge is generated <n days after journey assigned date> if the journey has overdue tasks. |
| Journey not started | Remind the employee or manager to start their journey. | Nudge is generated <n days after journey assigned date> if the journey isn't started. |
Points to Note
- It's recommended that you enable the Schedule Nudge Plan check box when you create the nudge plan. By doing this, you can avoid manually scheduling journey reminders.
- The nudges can only be sent through the email channel to the employee and line manager.
- For the Task in journey not complete nudge, the nudge email is only sent to the journey assignee and their manager. This is done even if the performer is someone other than the journey assignee or their manager.
- You can obtain the journey and task code that are used to configure nudges from the checklist template page.
- You can configure nudges only for the Enterprise Onboarding journey, and not for step journeys.
- Nudges by design are supported for employees and contingent workers only.
- Nudge email alerts are only sent to the work email addresses of the recipient. They won’t be displayed in the worklist or bell notifications for the recipient.