How You Use Nudges to Assign Journeys for Employment Events

You can configure a nudge that automatically assigns a journey for specific employment events.

You configure nudges for the Human Resources module in the Nudge Configuration work area. The following table lists the nudges that you can configure:

Reason Input Parameters Channel Type Recipient Type Recipient Type
Human Resources
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

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

Note: For employee's anniversary is approaching nudge, the 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.

After you configure a nudge, the Process HCM Nudges scheduled job evaluates active nudges and identifies the people to whom the journey needs to be assigned.

Points to Note

A few points to remember when configuring 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 system is considered. It’s not based on the scheduled job run date. The following dates are considered for the events:
    • Contract end date
    • Probation end date
    • Retirement 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 also specify the number of reminders to be send. 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)