How can I assign journeys for employment events?
You can configure nudges automatically that assigns a journey for specific employment events. You configure nudges for the Human Resources module in the Nudge Configuration work area.
This table lists the employment events for which you can configure nudges.
Reason | Input Parameters | Channel Type | Recipient Type | Alert Details |
---|---|---|---|---|
Employee's anniversary is approaching | Days Before Work Anniversary |
Touchpoints Card |
Line Manager |
Code: ORA_NUDGE_PER_EMPLOYEE_WORK_ANNIVERSARY Title: Nudge when an employee's employment anniversary approaches Description: Nudge when an employee's employment anniversary is approaching Note that anniversary date is based on the hire or rehire date of the employee. If the employee has two work relationships, then the nudge will be sent only for the work relationship with the primary assignment. |
Journey | Employee | |||
Employee's birthday is approaching | Days Before Birthday |
Touchpoints Card |
Line Manager |
Code: ORA_NUDGE_PER_EMPLOYEE_BIRTHDAY Title: Nudge when an employee's birthday approaches Description: Nudge when an employee's birthday is approaching |
Employee's contract period end date is approaching | Days Before Contract Ends |
Journey |
Employee |
Code: ORA_NUDGE_PER_JOURNEY_ALERT Title: Nudge to alert for journeys Description: Nudge when an employee has not taken action on journeys |
Employee's probation period end date is approaching | Days Before Probation Period Ends | Journey | Employee |
Code: ORA_NUDGE_PER_JOURNEY_ALERT Title: Nudge to alert for journeys Description: Nudge when an employee has not taken action on journeys |
Employee's retirement date is approaching |
Days Before Retirement Date
|
Journey | Employee |
Code: ORA_NUDGE_PER_JOURNEY_ALERT Title: Nudge to alert for journeys Description: Nudge when an employee has not taken action on journeys |
Expiry date of a document record is approaching | Days Before Expiry |
Employee Line Manager |
Code: ORA_NUDGE_PER_DOR_EXPIRY Title: Nudge when an employee's document record is expiring Description: Nudge when an employee's document record expiry date is approaching |
|
Journey | Employee | |||
Expiry date of an I9 document is approaching | Days Before Expiry |
Employee Line Manager |
Code: ORA_NUDGE_PER_EMPLOYEE_I9_EXPIRY Title: Nudge when an employee's I9 document is expiring Description: Nudge when expiry date of an I9 document is approaching |
|
Journey | Employee | |||
Projected assignment end date is approaching | Days Before Assignment End Date |
Employee Line Manager |
Code: ORA_NUDGE_PER_EMPLOYEE_ASSIGNMENT_END Title: Nudge when an employee's assignment end date is approaching Description: Nudge when an employee's projected assignment end date is approaching |
|
Journey | Employee | |||
Projected termination date is approaching | Days Before Termination Date |
Employee Line Manager |
Code: ORA_NUDGE_PER_EMPLOYEE_TERMINATION Title: Nudge when an employee's termination date is approaching Description: Nudge when an employee's projected termination date is approaching |
|
Journey | Employee |
Here are some points to note about the Human Resources nudges:
- Nudges for the predefined employment actions are evaluated only for the primary assignment of a worker.
- When a nudge is processed, the effective date in the application is considered and
not the scheduled job run date. The following dates are considered for the events:
- Contract end date
- Probation end date
- Retirement date
- Document Record expiry date
- I9 document expiry date
- Projected termination date
- Projected assignment end date
- After a journey is assigned for an event and there’s a change in the contract, probation, or retirement date, the journey assignment is reevaluated and reassigned. The already assigned journey isn’t automatically removed.
- For Human Resource nudges, you can send reminders using the Reminders section and
specify the number of reminders to be sent. Reminders can be sent based on:
- Before and after action date (Days from Reminder Action)
- From first nudge date (Days from Nudge Date)
- After action date (Days from Reminder Action)
- Before action date (Days from Reminder Action)