✍️ Introduction
What if your HCM system can tap you on the shoulder—just when it matters?
With Oracle Fusion HCM Nudges, that’s no longer a dream.
From reminding managers to schedule check-ins to helping you celebrate work anniversaries, nudges make your system smart, human, and proactive. This blog explains what nudges are. It describes where they show up. It guides you on creating your own. It uses a real-time example: reminding managers about an upcoming work anniversary.
🌱 What Are HCM Nudges?
🔹 Nudges are contextual prompts that help users complete important but often overlooked actions
🔹 They naturally occur within Redwood UI, email, Touchpoints, and journeys
🔹 They’re not disruptive—they’re intelligent, data-driven, and feel like smart HR assistants
💡 Oracle’s design is inspired by behavioural science—nudges help influence positive actions in a subtle, effective way.
🌟 Real-Time Use Case: Employee’s Work Anniversary is Approaching
Imagine you’re a manager and one of your team members is about to complete 5 years with the company. You don’t want to miss the opportunity to appreciate their loyalty. This is where Oracle’s nudge kicks in 💌
🌟 Scenario:
Nudge when an employee’s work anniversary is X days away
🔁 Frequency: One-time
👀 Channels: Email + Touchpoints Card + Journey
👤 Recipient: Line Manager
⚙️ Nudge Code: ORA_NUDGE_PER_EMPLOYEE_WORK_ANNIVERSARY
🛠️ How to Configure a Nudge: Step-by-Step with “Work Anniversary Reminder” Scenario
🔧 Step 1: Navigate to Nudge Configuration
- Login to Oracle Fusion as an HR Specialist or Admin.
- Go to:
My Client Groups - Click on the Nudge Configuration quick action under the Employment category.
✍️ Step 2: Create a New Nudge Plan
- On the Nudge Configurations page, click Add to create a new plan.
- In the Nudge Plan page, fill in the following:
- Name:
Work Anniversary Reminder - Status:
Active✅ (Only active plans will trigger nudges) - Optionally, enter:
- Start Date and End Date
- Description: e.g., “This plan sends reminders to managers for employee work anniversaries”
- Name:
- Click Save.
➕ Step 3: Add a Nudge to the Plan
- Under the Nudges section in the plan, click Add.
- In the Nudge page:
- Module: Human Resources
- Reason: Employee’s anniversary is approaching
- Configuration Name: Optionally edit (e.g.,
Work_Anniversary_7Days) - Status: Active
- Days Before Work Anniversary: Enter
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Click to Enlarge Images for Detailed Insight
📣 Step 4: Add Nudge Channels
Now let’s define how and where this nudge will appear.
- Under Channels, click Add.
- For each channel, fill the following:
➔ Channel 1: Email
- Channel Type: Email
- Recipient Type: Line Manager
- Content Source: Choose:
- Default Content
- User-defined content (recommended)
Example: “Celebrate [Employee Name]’s milestone—Their work anniversary is coming up in 7 days!”
- Priority: Medium
- Ensure the Active checkbox is ticked.
➔ Channel 2: Touchpoints Card
- Same as above.
➔ Channel 3: Journey (Optional)
- Recipient: Employee
- Use if launching a recognition journey.
🔖 Step 5: Save the Nudge
- Click OK to close the Channel window
- Click Save and Close on the Nudge page
⏱️ Step 6: (Optional) Schedule the Nudge Plan
- In the Schedule section, click Add
- Define:
- Start Date
- Repeat Frequency
- End Condition (by date or occurrences)
- Runs per Period
🔎 Step 7: Run the Evaluation Job
- Navigate to Scheduled Processes
- Run:
- Process HCM Nudges
- Process HCM Scheduled Nudges (if applicable)
(Screenshot Placeholder: Scheduled job page)
📊 Step 8: Monitor Nudge Executions
- Return to
Nudge Configuration> Click Executions - View Request Number → Click to view:
- Summary tab: Total nudges sent
- Detail tab: Who received what
📅 Nudge Use Cases Across HCM Modules
| 📌 Module | 🧠 Nudge Reason | 🔁 Input Parameters | 💬 Channels | 🎯 Recipient |
|---|---|---|---|---|
| Human Resources | Work Anniversary Approaching | Days Before Work Anniversary | Email, Touchpoints Card, Journey | Line Manager, Employee |
| Human Resources | Birthday Approaching | Days Before Birthday | Email, Touchpoints Card | Line Manager |
| Human Resources | Retirement/Contract/Probation Approaching | Days Before Event | Journey | Employee |
| Check-in | No Check-in Scheduled | Days Since Last Check-In | Email, Touchpoints Card, Transaction Card | Line Manager |
| Check-in | Check-in is Approaching | Days Until Check-In | Manager, Employee | |
| Feedback | Feedback Not Given/Requested | Days Since Last Action | Email, Touchpoints Card, Check-in Insight | Employee, Line Manager |
| Goal Management | Goal Overdue / Not Started / Not Updated | Days After/Beyond Target/Start Date | Email, Touchpoints Card, Transaction Card | Line Manager, Employee |
| Career Development | Development Goals Not Updated | Days Since Last Update | Email, Touchpoints Card, Transaction Card | Employee |
| Talent Profile | Profile Not Updated | Days Since Last Update | Email, Touchpoints Card, Check-in Insight | Employee |
| Touchpoints (Pulse) | Low Pulse Score / Response Rate | Number of Times / Score Threshold | Email, Touchpoints Card, Check-in Insight | Line Manager |
| Journeys | Journey Not Started / Completed / Task Overdue | Days After Assignment | Employee, Line Manager |
🔮 Expert Tips for HR Admins & Consultants
🎨 Use Redwood’s Transaction Card for modern UI
📊 Monitor effectiveness via Execution Logs
🗺️ Connect Nudges to Journeys for automated flows
🖊️ Personalise messages to sound more human: “Only 7 days left for [Employee Name]’s 5-year milestone!”
🏁 Conclusion
HCM Nudges don’t just automate reminders—they spark meaningful action. From promoting feedback to celebrating work anniversaries, they turn data into thoughtful guidance.
Ready to make your HR system whisper the right things at the right time?
Try nudges today!
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