What is Oracle Nudge?
Nudge is another touchpoint functionality that we are going to explore in this article, however, if you are completely new to Touchpoint we recommend you to first go through this article » Everything You Wanted To Know About Oracle Cloud Touchpoints
An Oracle Touchpoint nudge is a reminder or task that is sent to employees or managers to help them stay on top of important events. For example, nudges can be sent to remind employees to add goals to their goal plan, request or provide feedback. Nudges can also be sent to celebrate employee accomplishments or to remind managers of upcoming deadlines.
There are several use cases for Nudge, which you will learn about as we progress through this article. However, for the sake of brevity, we will demonstrate how Nudge can be used to nudge employees and workers in the following business scenarios:
- Send a reminder/nudge to managers if the pulse survey submitted by an employee is below an organization-accepted value. This will help managers to get in touch with the employee and see if there is anything they can do to help improve the employee’s satisfaction.
- Create a nudge to remind employees if they have not yet added any goals to their goal plan even after 7 days. This will help employees to stay on track and make sure they are setting and achieving their goals.
- Create another nudge to allocate a survey to an employee whose probation is about to end within 7 days. This will help the employee to provide feedback on their experience so far and to get their manager’s input on their development plan.
Nudge Configuration Steps
Navigation : My Client Groups » Quick Action » Nudge Configuration
On the Nudge Configurations page, click on Add button to create a new nudge plan and enter details as follows in the Nudge Plan section.
- Name : AP Touchpoint Nudge Plan
- Description : Nudge plan for miscellaneous nudges
- Status : Active
- Start Date : 1/1/1951
- End Date : <Leave blank>
- Schedule Nude Plan : NO
Once done, click on Save button. Once you click on Save button, you will see an additional section Nudges, just below the Nudge Plan section. Please note, if you click on Schedule Nudge Plan checkbox you would see two more additional sections Period Summary and Schedule.
Configure Nudges
Click on the Add button available in the Nudge section, which will open Nudge page, with following sections
- Nudge Type : In this section you decide the ground, criteria to trigger nudge.
- Channels : In this section you decide how to nudge recipients either using email, check-in or something else.
Configure nudge for managers if the pulse score is low
In the Nudge Type section, enter details as follows
- Module : Click on the field and you will see list of modules you can choose from. Values of all other fields depends on the module you choose from the list. For this article select value Touchpoints.
- Reason : Employee has a low pulse score
- Configuration Name : AP Employee has a low pulse score
- Status : Active
In the Channels section click on the Add button and enter details as follows
- Channel Type : Touchpoints Card
- Active : Yes
- Recipient Type : Line manager
- Content Source : User-defined content
- Title : Review pulse score with {EMPLOYEE_DISPLAY_NAME}
- Content : It’s currently low connect with employee within a week to see how it can be improved.
Click on OK button. You can define multiple channel for the same nudge. To create one more channel, click on the Add button again and enter details as follows
- Channel Type : Check-in insight
- Active : Yes
- Recipient Type : Line manager
- Content Source : Default content
- Title : Accept default value
Click on OK button. With this you have created two Channels for your first nudge that is : AP Employee has a low pulse score
Scroll up and click on Save and Close button to complete nudge configuration. You will be back to Nudge Plan page.
Configure nudge to assign journey if probation period end date is approaching
Please note that the nudge plan we configured earlier AP Touchpoint Nudge Plan, can hold multiple Nudges. To add a new Nudge, you can click on the Add button again in the Nudges section and enter details as follows in the different sections
- Nudge Type Section
- Module : Human Resource
- Reason : Employee’s probation period end date is approaching
- Configuration Name : AP Employee’s probation period end date is approaching
- Status : Active
- Days Before Probation Period Ends : 7
- Channels
- Channel Type : Journey
- Active : Yes
- Recipient Type : Employee
- Journey Name : HCM Folks Pulse Survey <You can attach a questionnaire that should be attached to employee. For testing you can use HCM Folks Pulse Survey, which you configured earlier. If you haven’t configured that questionnaire, you can skip this task>
Click on OK button. Scroll up and click on Save and Close button. You will be back to Nudge Plan page.
Configure nudge if employee doesn’t have goals in the goal plan
To create a third nudge in the nudge plan, scroll below to Nudges section and click on the Add button again and enter details as follows in the different sections
- Nudge Type Section
- Module : Goal
- Reason : Employee doesn’t have goals in goal plan
- Configuration Name : AP Employee doesn’t have goals in goal plan
- Status : Active
- Number of Days After Current Review Period Start Date : 7
- Channels
- Channel Type : Check-in insight
- Active : Yes
- Recipient Type : Employee
- Content Source : Default content
- Title : Accept default value
- Content : Accept default value
Click on OK button. Scroll up and click on Save and Close button. You will be back to Nudge Plan page.
With this you have three nudges. If there are more number of nudges, you can use the filter option to narrow down your search.
Schedule Touchpoint Nudge
Navigation : Tools » Scheduled Processes
We have configured nudges, next we need to schedule it to trigger our configured nudges. There are following two process that we need to schedule for touchpoints nudge.
- Process HCM Nudges
- Aggregate Oracle Touchpoints Data
Schedule : Process HCM Nudges
Search for the process Process HCM Nudges and click on Advanced button. Enter details as follows in the Parameter tab.
- Nudge Name : AP Touchpoint Nudge Plan <You can run the process for all nudges inside that plan >
- Module : Leave it blank <or you can choose to run the process module wise>
- Nudge Name : Leave it blank <or you can also run for a single nudge name>
- Mode : Leave it blank
- Person Number : Leave it blank <you can even run for a single person>
Click on Schedule tab and enter frequency of the run as you normally do for any other process. Oracle recommends to run it on a daily basis. For this exercise if you wish, you can run with option : As soon as possible
Once process is completed successfully, click on Schedule New Process button to run next process
Schedule : Aggregate Oracle Touchpoints Data
This process is useful to display manager’s Touchpoints Summary page explained in this article » Everything You Wanted To Know About Oracle Cloud Touchpoints
Click on the Advanced button and enter parameter details as follows for the Aggregate Oracle Touchpoints Data:
- Number of Parallel Subprocesses to Run : 10 <You can enter value between 1 to 20 to complete the scheduled process faster. Higher the number sooner it gets completed.>
- Run Type : For the first run you should schedule it with option Full. For the subsequent runs you can schedule it with option Incremental.
Click on Schedule tab and enter frequency of the run as you normally do for any other process. Oracle recommends to run it on a daily basis. For this exercise if you wish, you can run with option : As soon as possible
Once process is completed successfully, click on Schedule New Process button to run next process
Verify Nudge Execution
We have scheduled the process but how would you know who all received the nudge? Don’t worry we dont leave any article incomplete. To get to know the list of employees follow below navigation
Navigation : My Client Groups » Quick Action » Nudge Configuration » Executions
On the Nudge Configurations page, click on the Executions button available on the right upper corner. This will display details of the process earlier submitted.
- On the header section, you can click on drop down next to text Nudge Plan Executions : By Nudge Type to filter the result based on
- By Nudge Plan
- By Nudge Type
- Click on the Request Number for any any nudge plan name that you think should have picked some employees. This will open Execution Details page.
- On the Execution Details page, click on Summary tab to see how many employees were nudged.
- Click on the Details tab to see detail of individual employees.
- You can login as one of the employee from the list and explore Touchpoints as explained in this article » Everything You Wanted To Know About Oracle Cloud Touchpoints
Touchpoint Nudge Questions & Clarification
In this article, we’ve delved into another aspect of Touchpoints functionality: the Nudge. We explored the setup of various types of nudges and observed how they are carried out. We trust that you’ve discovered this article to be as informative as our previous ones. Should you have any questions pertaining to this topic, please don’t hesitate to share them on our forum at hcmfolks.com. Your engagement is greatly appreciated!
