Define Touchpoints Nudges

Configure nudges as a reminder to act on upcoming or overdue tasks.

Nudges are triggered and sent to the recipient when the criteria defined in the nudge configuration is met. For example, you can configure a nudge to remind a manager to provide feedback for an employee.

Use the Nudge Configuration work area to set up nudges for Touchpoints. Alternately, you can create a nudge plan to add nudges from different modules into the plan.

This table lists the modules, scenarios, reason or criteria to configure nudges and the parameters to choose. This table also lists the recommended frequency of the scheduled process.

Note: After configuring nudges, ensure that you run the Process HCM Nudges scheduled process, which triggers the nudges and delivers them to the configured channels.

Scenario	Criteria	Recipient	Nudge Channel	Alert Details	Recommended Run Frequency
Career Development Module
An employee doesn’t have active goals in their development plan.	The nudge appears when there are no active goals in an employee’s development plan.	Employee, Manager	Touchpoints card, check-in insights, email	Code: ORA_NUDGE_HRG_PERF_GOAL_NOT_UPDATED_IN_DAYS Title: Nudge when performance goals are not updated Description: Nudge when employee's performance goals haven't been updated for a defined period of time	Quarterly
Employee doesn't have active goals in their development plan	None	Employee, Manager	Check-in insight, email, Touchpoints Card	Code: ORA_NUDGE_HRG_EMP_NO_GOALS_IN_GP Title: Nudge when there are no goals in goal plan Description: Nudge when there are no active goals in employee's goal plan	Quarterly
		Other	Transaction Card
Check-In Module
A check-in between a manager and employee hasn't been scheduled for a period of time.	The nudge appears when a check-in hasn’t been scheduled for a specific number of days. This number is configured by the Administrator.	Manager	Touchpoints card, email	Code: ORA_NUDGE_HRA_NO_CHECKIN_SCHEDULED Title: Nudge when last check-in with employee is beyond a period Description: Nudge when the last check-in with an employee is beyond a defined period of time	Weekly or monthly
		Other	Transaction Card
A check-in between a manager and employee is approaching.	The nudge appears a specific number of days before the scheduled check-in date. This number is configured by the Administrator.	Manager, Employee	Email	Code: ORA_NUDGE_HRA_CHECKIN_APPROACHING Title: Nudge when check-in is approaching Description: Nudge when a scheduled check-in with team member is approaching	Weekly or monthly
Feedback Module
A manager hasn’t provided feedback to an employee for a period of time.	The nudge appears when a manager hasn’t provided feedback for a specific number of days. This number is configured by the Administrator.	Manager	Touchpoints card, check-in insights, email	Code: ORA_NUDGE_HRT_NO_FEEDBACK_IN_PERIOD Title: Nudge when employee has not received feedback from manager Description: Nudge when an employee hasn't received feedback from manager for a defined period of time	Bi-monthly or monthly
An employee hasn’t given anytime feedback to their others for a period of time.	The nudge appears when an employee hasn’t given anytime feedback to others for a specific number of days since the last time they gave feedback. This number is configured by the Administrator.	Employee	Touchpoints card, email	Code: ORA_NUDGE_HRT_NO_ANYTIME_FEEDBACK_SENT Title: Nudge to send Feedback to others Description: Nudge when an employee hasn't sent anytime feedback to others in a defined period of time	Bi-monthly or monthly
An employee hasn’t requested feedback for a period of time.	The nudge appears when an employee or manager hasn’t requested feedback for themselves or for their team members for a specific number of days since the last time they requested feedback. This number is configured by the Administrator.	Employee, Manager	Touchpoints card, email	Code: ORA_NUDGE_HRT_NO_FEEDBACK_REQUESTED_IN_PERIOD Title: Nudge to request feedback Description: Nudge when an employee hasn't requested feedback for a period of time	Bi-monthly or monthly
Goal Management Module
An employee has performance goals that are later than the target completion date.	The nudge appears when a specific number of days have passed since the target completion date. This number is configured by the Administrator.	Manager	Touchpoints card, check-in insights, email	Code: ORA_NUDGE_HRG_GOAL_IS_OVERDUE Title: Nudge when an employee's goals are overdue Description: Nudge when an employee's goals are later than the target completion date	Monthly
		Other	Transaction Card
An employee has performance goals that are due soon but goal completion percentage is less than a defined percentage.	The nudge appears when a specific number of days remain before the target completion date, and the goal completion percentage is less than a specific target percentage. These values are configured by the Administrator.	Employee	Touchpoints card, check-in insights, email	Code: ORA_NUDGE_HRG_PERF_GOAL_COMPLETION_DUE_IN_DAYS Title: Nudge when performance goals are due soon Description: Nudge when performance goals are due soon and percent complete is less than a defined percentage	Monthly
		Other	Transaction Card
An employee has performance goals with a past goal start date and a status of Not Started.	The nudge appears when the goal remains in the Not Started status after a specific number of days since the goal start date. This number is configured by the Administrator.	Manager	Touchpoints card, check-in insights, email	Code: ORA_NUDGE_HRG_GOAL_NOT_STARTED Title: Nudge when an employee's goals are delayed Description: Nudge when an employee has goals in not started status that are past the start date	Monthly
		Other	Transaction Card
An employee has high priority aligned performance goals that are due soon.	The nudge appears when a specific number of days remain before the target completion date. This number is configured by the Administrator.	Manager	Touchpoints card, check-in insights, email	Code: ORA_NUDGE_HRG_GOAL_COMPLETION_DUE_IN_DAYS Title: Nudge when an employee's goals are due soon Description: Nudge when an employee has high priority aligned goals that are due soon	Monthly
		Other	Transaction Card
An employee completes performance goals ahead of the target completion date.	The nudge appears when an employee completes goals a specific number of days ahead of the target completion date. This number is configured by the Administrator.	Manager	Touchpoints card, check-in insights, email	Code: ORA_NUDGE_HRG_GOAL_COMPLETED_AHEAD_TARGET_DATE Title: Nudge when employee completes performance goals early Description: Nudge when an employee completes performance goals before the target completion date	Monthly
An employee has performance goals that haven’t been updated for a period of time.	The nudge appears when an employee hasn’t updated their performance goals for a specific number of days since their last update. This number is configured by the Administrator.	Employee	Touchpoints card, check-in insights, email	Code: ORA_NUDGE_HRG_PERF_GOAL_NOT_UPDATED_IN_DAYS Title: Nudge when performance goals are not updated Description: Nudge when employee's performance goals haven't been updated for a defined period of time	Monthly
		Other	Transaction Card
An employee doesn’t have performance goals in the goal plan.	The nudge appears when performance goals aren’t added to the goal plan for a specific number of days since the start of the current review period. This number is configured by the Administrator.	Employee, Manager	Touchpoints card, check-in insights, email, journeys	Code: ORA_NUDGE_HRG_EMP_NO_GOALS_IN_GP Title: Nudge when there are no goals in goal plan Description: Nudge when there are no active goals in employee's goal plan	Monthly
		Other	Transaction Card
Human Resources Module
An employee's work anniversary is approaching.	The nudge appears a specific number of days before the employee’s work anniversary occurs. This number is configured by the Administrator.	Manager	Touchpoints card, email	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 the anniversary date is based on the employee's hire or rehire date. If the employee has two work relationships, then the nudge will be sent only for the work relationship with the primary assignment.	Daily
An employee's birthday is approaching.	The nudge appears a specific number of days before the employee’s birthday occurs. This number is configured by the Administrator.	Manager	Touchpoints card, email	Code: ORA_NUDGE_PER_ EMPLOYEE_BIRTHDAY Title: Nudge when an employee's birthday approaches Description: Nudge when an employee's birthday is approaching	Daily
Talent Profile Module
An employee hasn’t updated their talent profile for a period of time.	The nudge appears when an employee hasn’t updated their talent profile for a specific number of days since their last update. This number is configured by the Administrator.	Employee	Touchpoints card, check-in insights, email, journeys	Code: ORA_NUDGE_HRT_PROFILE_NOT_UPDATED_IN_DAYS Title: Nudge to update talent profile Description: Nudge when an employee's talent profile hasn't been updated for a period of time	Quarterly
		Other	Transaction Card
Touchpoints Module
An employee has a low pulse score.	The nudge appears when the pulse score falls below a threshold value. This value is preconfigured in the survey, and the Administrator can't change it.	Manager	Touchpoints card, check-in insights, email	Code: ORA_NUDGE_HRE_LOW_ENGMNT_PULSE_SCORE Title: Nudge when an employee has a low pulse score Description: Nudge when an employee has a low engagement pulse score	Depends on the survey frequency
		Other	Transaction Card
An employee has a low response rate to the pulse survey.	The nudge appears when an employee doesn't respond to a survey a specific number of times. This number is configured by the Administrator.	Worker, Manager	Touchpoints card, check-in insights, email	Code: ORA_NUDGE_HRE_SURVEY_LOW_RESPONSE Title: Nudge when an employee has a low pulse survey response rate Description: Nudge when an employee has a low response rate to pulse survey	Depends on the survey frequency
		Other	Transaction Card

Note: The Other Recipient refers to a person who has access to the employee's record and the page on which the nudge appears.