View an Employee's Touchpoints Page
Selecting an employee’s name on the Employees page takes you to their Touchpoints page. On this page, both managers and matrix managers can view all the following data for all their reports, except that the Recommendations for you panel isn't available for dotted-line reports.
The types of managers who can view the engagement metrics on this tab and take employee-related actions is configured in the Touchpoints Configuration task available as part of quick actions in My Client Groups. For more information, see the topic, Configure the Touchpoints Appearance.
Pulse score chart
You can see the past and current pulse scores for the employee over a period of time, which depends on the analysis period configured in the survey. It’s recommended that you set the analysis period to match with the survey frequency so that the graph is rendered in a readable manner. For example, if the survey frequency is daily and you set the analysis period to 1 month, the graph will display the past 30 days’ data, but the graph will be difficult to read. So, for a daily frequency, it’s recommended to set the analysis period to 1 week or 7 days so that you can read the pulse survey trend easily. Similarly, consider the recommendations below:
- If the survey frequency is weekly and the analysis period is set to 4 weeks or 1 month, scores are displayed for the past 4 weeks.
- If the survey frequency is monthly and the analysis period is 4 months, scores are displayed for the past 4 months.
- If the survey frequency is yearly and the analysis period is for 5 years, scores are displayed for the past 5 years.
- If the survey frequency is set to a specific frequency, for example, every alternate day, and the analysis period is set to 1 month, scores are displayed for 15 days over the past month.
If there are multiple surveys assigned to an employee, you can't switch between them by right-clicking the pulse survey graph on this page. You must use the Pulse score comparison chart on the Summary tab to switch to another survey.
Events and interactions
Here, the past interactions and upcoming check-ins for the employee appear in a timeline view. The timeline displays data for a maximum of 12 months in the past and 6 months in the future. You can also view them as a list, by clicking the list view icon.
When you view this chart before zooming out or zooming in, you'll see data for up to 3 months in the past and 1 month in the future. However, you can change this viewport by using page properties in Oracle Visual Builder Studio.
In the list view, the default view displays data for the past 12 months and future 6 months. This isn't configurable using page properties.
Past interactions include check-in meetings scheduled between you and the employee, and anytime feedback, requested feedback, awards, and recognitions that are received from you and others. This data also includes performance check-ins scheduled using Performance Management.
You can sort the list view by the type of interaction, in alphabetical order or the date of the interaction. By default, the list is sorted based on the type of interaction, from A to Z.
Recommendations for you
The Recommendations for you panel lists recommended actions or nudges related to your direct reports that encourage interactions with them to achieve overall increased engagement. These recommended actions, when configured by the administrator using the Nudge Configuration work area, include the following:
- Schedule a check-in with them
- Recognize their personal milestones such as birthdays and anniversaries and achievements such as completing a goal early
- Provide feedback to them
- Prepare for an upcoming check-in
- Discuss performance goals that are at risk of delay
- Discuss pulse survey scores and survey response rates
You can dismiss a recommendation by clicking the Dismiss icon next to the action button.
This panel can be shown or hidden using a page property in Oracle Visual Builder Studio.