Configuring Oracle Touchpoints in Oracle Fusion Cloud HCM

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Hello Curious Minds!!

In today's session let's go through what is Oracle Touchpoints and How we can configure it.

Oracle Fusion Cloud Touchpoints is a tool designed to enhance employee engagement and experience by facilitating ongoing, meaningful conversations between employees and their managers. Leveraging insights from HCM data and employee sentiment, it helps managers stay connected to their team's experiences, communicate more effectively, and support employee development.

Touchpoints offer multiple channels for interaction, making it easier to maintain regular communication. This allows managers to acknowledge accomplishments, provide feedback, and schedule recurring one-on-one meetings. As a result, it fosters stronger engagement, promotes growth, and contributes to a more positive and productive workplace environment.

Configuration Steps:

Step1: Configuring User Roles and Profile Options

User roles must include duty roles for Touchpoints

For Employee: Access Touchpoints by Worker (ORA_HRE_ACCESS_TOUCHPOINTS_BY_WORKER)

For Manager: - Access Touchpoints by Manager ORA_HRE_ACCESS_TOUCHPOINTS_BY_MANAGER

Profile Options

Enable Oracle Touchpoints (ORA_HRE_ENABLE_TOUCHPOINTS) 

Mobile-Responsive HCM Pages Enabled (HCM_RESPONSIVE_PAGES_ENABLED)

Navigate to setup and maintenance → search→ Manage Administrative Profile Values→



Nudges 

The Administrator needs to have the Nudge Configuration duty role (ORA_PER_NUDGE_CONFIGURATION_DUTY) to configure nudges.

Rewards & Recognition

Managers and employees need to have the same user roles and privileges as Oracle Celebrate to access the recognitions and awards feature in Touchpoints. In my previous Post you can find the full details on Oracle Celebrate and the roles 

Step2: Configure Touchpoints Check-In Template

To schedule a Touchpoints check-in, you must first set up a check-in template in Performance Management and activate it. During the template configuration, you can include sections such as skills, competencies, and questionnaires for both employees and managers to use as discussion points. Keep in mind that only one Touchpoints check-in template can be active at a time.

Navigate to My client groups→ Performance→ Check-In Templates



Configuration is self-explanatory and easy to fill in. Choose the template type as touchpoints. Effective dates and review periods are not applicable.



Step3: Configure Touchpoints Pulse Survey

The first step is to create a questionnaire template. By default, the system provides a predefined template called Touchpoints Pulse Survey Template along with a sample questionnaire named Touchpoints Pulse Survey Questionnaire. This sample includes a question that you can modify as needed

Navigate to Setup and Maintenance→ Workforce Development→ Questionnaires→ Questionnaires


Choose the Subscriber as Touchpoints

make a copy of existing Template and edit it.

Make sure you check the check box for score questionnaire because we need to score to have values on the graph in the summary dashboard.



As you can see from the image above, I have kept the delivered question as it is and added two more. You can first open the delivered question to check how the scoring is configured and similar way you can do for your custom questions.

Next, we configure Touchpoints Survey Journey using Journey Templates.

Navigate to My client groups→ Quick Actions→ Show more→ Journey Template

Choose the Survey type as Touchpoints


Basic details are similar any other Journey template that you create. under task add your questionnaire that you created. 

Go to advance tab an choose schedule. here we need to consider few things like what's the expectations from the survey how you want the data to be visualized in the dashboard based on that you choose the frequence how often you want employees to do the sentimental analysis survey. what will be its occurrence. we can have daily, weekly monthly etc. of our choice. Then we have something called analysis period this number determines for what cumulative amount the data needs to be analyzed and shown on the graph. Threshold score tells us the score below or equal to will be considered as low pulse score and same will be displayed on the dashboard. finally click on generate button, this will generate the schedule based on the details entered.

We can also configure notifications and display settings as required.

Finally, we assign the touchpoints survey using Journeys.

Navigate to journeys→ Explore→ Survey

Set the category as Survey and look for your Journey. open it and click on assign and choose person and submit.

Step4: Configure Nudges 

Touchpoints promote stronger employee engagement and better manager-employee interactions through the use of nudges.

Nudges are personalized, actionable suggestions that appear as recommended actions on the employee’s Touchpoints page, as insight topics during check-ins, and via email notifications. They are designed to surface relevant information about the employee—such as their sentiment, engagement levels, goals, milestones, and accomplishments. Using this data, Touchpoints delivers timely recommendations that encourage managers and employees to take meaningful actions that foster deeper engagement and ongoing communication.

Nudges are configured within the Nudge Configuration work area. Once setup is complete, you need to run the scheduled process 'Process HCM Nudges'. This process activates the nudges and ensures they are delivered through the designated channels.

Navigate to My Client Groups→ Employment→ Nudge Configuration



Create a Nudge plan and under this plan you can have plenty of nudges like check-In between manager and employee that hasn't occurred for long time or if any employee has not request or given feedback for long time etc.

and then you schedule the Nudges and finally go and run the above-mentioned process. set it for every day.

Step5: Configure Email Notifications

Managers and employees receive email notifications when specific events or interactions take place within Touchpoints. Some of these notifications are tied to configured nudges, as explained in the section Configure Nudges. In addition to nudges, event-based notifications are also sent and can be managed using Alerts Compose

Navigator→ Tools→ Alerts Composer

Search the key word 'Check-In', you will have list of alerts. choose any which you want and enable it. you can modify the content of the email as you desire.



Step6: Configure and Run Scheduled Processes

Process HCM Nudges- To trigger nudges on timely basis

Aggregate Oracle Touchpoints Data- following metrics are aggregated and displayed on manager's Touchpoints Summary page

Team and Organization Average Interactions

Team and Organization Average Check-Ins

Pulse score comparison chart






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