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	Alert Details
Human Resources
Employee's anniversary is approaching	Days Before Work Anniversary	Email Touchpoints Card	Line Manager	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	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	Title: Employee's contract period end date is approaching Description: Nudge when an employee's contract period end date is approaching
Employee's probation period end date is approaching	Days Before Probation Period Ends	Journey	Employee	Title: Employee's probation period end date is approaching Description:Nudge when an employee's probation period end date is approaching
Employee's retirement date is approaching	Days Before Retirement Date	Journey	Employee	Title: Employee's retirement date is approaching Description: Nudge when an employee's retirement date is approaching
Expiry date of a document record is approaching	Document Type Days Before Expiry	Email	Employee Line Manager	Title: Expiry date of a document record is approaching Description: Nudge when expiry date of a document record is approaching
		Journey	Employee
		Worklist	Employee Line Manager
Expiry date of an I9 document is approaching	Days Before Expiry	Email	Employee Line Manager	Title: Expiry date of an I9 document is approaching Description: Nudge when expiry date of an I9 document is approaching
		Journey	Employee
		Workllist	Employee Line Manager
Projected assignment end date is approaching	Days Before Assignment End Date	Email	Employee Line Manager	Title: Projected assignment end date is approaching Description: Nudge when the projected assignment end date is approaching
		Journey	Employee
		Worklist	Employee Line Manager
Projected termination date is approaching	Days Before Termination Date	Email	Employee Line Manager	Title: Projected termination date is approaching Description: Nudge when the projected termination date is approaching
		Journey	Employee
		Worklist	Employee Line Manager

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)