Overview of Nudges

A nudge is a reminder sent to a worker to take a specific action on a certain event.

Managers and employees receive nudges for any overdue or pending tasks for events such as upcoming check-ins, assigned goals, pending feedback, or celebrating accomplishments, so that they can take appropriate actions on them.

They receive these reminders through one or more of these channels:

Channel Description
Check-in Insight Recommended insights topics that appear when a check-in is created or edited. Here’s the path where employees can see the nudge: Me > Touchpoints > Schedule Check-in > View Recommended Topics > Insight tab.
Email Email notifications sent to employees’ work email ID.
Journey Employees can see the journey assigned to them in the Me > Journeys > My Journeys tab.
Touchpoints Card Cards that appear on employees’ Touchpoints page.
Transaction Card Cards that appear on Redwood pages when Render Nudges is enabled.

For this channel, you can assign a priority level from the options low, medium, or high.

Currently, nudges are available for these modules:

  • Career Development
  • Check-ins
  • Feedback
  • Goals
  • Human Resources
  • Journeys
  • Talent Profile
  • Touchpoints
Note: Nudges for Career Development, Check-ins, Feedback, Goals, and Talent Profile can be configured only for the Touchpoints product.

You can configure two types of nudges:

  • Recurring nudges for which you can add a schedule. For example, schedule nudges for employees when a journey assigned to them has overdue tasks.
  • One-time nudges that are triggered for the configured reason. For example, to remind a manager that their employee’s birthday is approaching in some days.

Prerequisites for Displaying Nudges on Redwood Pages

To display nudges on Redwood pages, you need to do the following:

  • In Visual Builder Studio, enable the page property for rendering nudges.
  • Select the Transaction Card channel to display the nudge on a page.
  • Select the Touchpoints Card channel to display the nudge on a Touchpoints page.
  • Run the Process HCM Nudges and Process HCM Scheduled Nudges scheduled jobs to evaluate nudges.