Configure Nudges

Configure nudges to remind your workers to take a specific action on their upcoming or overdue tasks. Create nudge plans and you can add multiple nudges from different modules in the plan. Here are some key points to consider when you configure a nudge:

• Nudges are triggered only for employees and contingent workers, they aren't triggered for pending workers and nonworkers.
• Identify the reason for nudging a worker. The configured nudge is triggered after the reason that you selected is fulfilled. For example, goals not updated for 30 days is a reason to nudge a worker. The nudge is triggered after the 30 days are complete.
• Specify the evaluation criteria for each of these nudges. For example, a reminder for a check-in can be sent to employees ‘n’ number of days before the scheduled check-in, where ‘n’ is a configurable parameter.
• Nudge recipients can be employees or managers. Employees can see their nudges when they view their own record. Managers (HR Specialists) can see nudges assigned to their reports also when they view the reports’ records.
• The content of the nudge can be one of these:
  • Default content
  • User-defined content
  • User-defined alert template

This example describes how you can configure a nudge to remind a manager to schedule a check-in with an employee.

1. Go to My Client Groups > Nudge Configuration.

2. On the Nudge Configurations page, click Add to add a nudge plan.
3. On the Nudge Plan page, enter these details:
   • In the Name field, enter a name.
   • In the Status field, select Active.

     Nudges aren’t triggered if the plan is in Inactive or Draft status.

   • Optionally, enter the start date, end date, and description.
4. Click Save.
5. In the Nudges section, click Add.
6. On the Nudges page, Nudge Type section, select these values:
   1. In the Module field, select the type of nudge. For example, to nudge a manager about an overdue check-in with an employee, select Check-in.
   2. In the Reason field, select a reason for scheduling the nudge. For example, select Check-in between manager and employee hasn't been scheduled for a period of time.
   3. Optionally, edit the value in the Configuration Name field as required.
   4. In the Status field, select Active.
   5. In the Number of Days Since Last Check-In Discussion field, enter a value.
7. In the Channels section, click Add.
8. In the Channel Type field, select one of these values. The channel types you see here depend on the module you select. For the check-in module, these are the channel types:
   • Email: The recipient receives the nudge in an email.
   • Touchpoints Card: The recipient receives the nudge as a touchpoint.
   • Transaction Card: The recipient receives the nudge as a card with a link to the Check-ins page.
9. In the Recipient Type field, select the role of recipient.
10. In the Content Source field, select a value. You can use the default template content or change the content.
11. If you select a user-defined content source, you can edit the content in the Title and Content fields.
12. Select the Active checkbox.
13. In the Priority field, select a value.
14. In the Channels section, select OK.

    You can add more than one channel for a nudge.

15. Click Save and Close.

Check Details of Triggered Nudges

You can check the status and details of the nudges sent. Here’s how you can do that:

1. On the Nudge Configurations page, click Executions.
2. On the Nudge Plan Executions, click the link in the Request Number column.

On the Execution Details page, the Summary tab provides information about the status and number of nudges in the selected nudge plan. The Detail tab provides information about each nudge in the nudge plan and other details. If the status isn’t Complete, you can view the execution errors and check why the nudges weren't sent.