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

Email

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

Email

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 Email

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 Email

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 Email

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 Email

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)