Overview of Nudges

A nudge acts as a reminder to take a specific action on a certain event. You receive nudges for any overdue or pending tasks for events such as upcoming check-ins, updating goals, pending feedback, or celebrating accomplishments, so that you can take appropriate actions on them.

You receive these reminders through one or more of these channels:

Channel Description
Check-in Insight Recommended insights topics that appear when a check-in is created or edited. Here’s the path where you can see the nudge: Me > Touchpoints > Schedule Check-in > View Recommended Topics > Insight tab.

You can use the Add Insight action which adds the item to your check-in.

Email Email notifications sent to your work email ID.
Journey You can see the journey assigned to you in the Me > Journeys > My Journeys tab.
Touchpoints Card

Cards that appear on your Touchpoints page.

For most of these nudges, you can use the Add to Check-in action to add the item in a Touchpoints New Check in page.

These are the exceptions to the available actions:
  • For Feedback related nudges, you can use the Request Feedback or Give Feedback actions that takes you to the feedback page.
  • For Human Resources related nudges about birthdays and work anniversaries, you can use Recognize action to enter your wishes in a panel on the page.
  • For the Goal-related nudge where employees complete their goals ahead of goal target completion date, managers can use the Send Recognition action to enter their wishes in a panel on the page.
Transaction Card Cards that appear on Redwood pages when Render Nudges is enabled.

For this channel, you can assign a priority level from the options low, medium, or high.

You can use the Add to Check-in, action which opens up Touchpoints New Check in page and adds the item to your check-in.

To display these nudges on Redwood pages, you need to do the following:
  • In Visual Builder Studio, enable the page property for rendering nudges.
  • Select the Transaction Card channel to display the nudge on a page.

Currently, nudges are available for these modules:

  • Human Resources
  • Journeys
  • Touchpoints

You can schedule two types of nudges:

  • Recurring nudges that are triggered on a schedule. For example, schedule nudges for employees when a journey assigned to them has overdue tasks.
  • One-time nudges that are triggered for the configured reason. Dataset For example, to remind a manager that their employee’s birthday is approaching in some days.

To evaluate nudges, run the Process HCM Nudges and Process HCM Scheduled Nudges scheduled jobs.