When creating a wellness campaign, you will need to set up the properties for the campaign and the metrics that should be associated.

Properties Tab

• Enter the appropriate information into the "Properties" tab.

  

  • This is an Active Campaign - If this checkbox is checked, the campaign will be accessible from the Employee Portal Homepage.
    • We recommend not enabling the Campaign until it is ready to be viewed by employees.
  • Campaign Name - A required field for a short description of the Wellness Campaign.
  • Start/End Date - The beginning and ending date for the campaign.
  • Employee Group -  Defines the group of employees that will have access to the Wellness Campaign.
    • Employee groups can be defined from the Reports menu. 
  • Description - A detailed description of the Wellness Campaign.
• Click Save & Continue >> when finished to proceed to the "Metrics" tab.

Metrics Tab

This metric represents the target value for the campaign.

• For example, if this were a Flu Shot Campaign the target metric would be 1. An employee would enter that value from their employee portal as 1.
• Another example could be If this were a weight-loss campaign the metric could be set as a percentage. In this example, an employee who has set their goal of losing 20 lbs would mark their progress as a percentage of that target being completed.

The "Metrics" tab will have columns with:

• Metric - The name of the metric to track. Clicking the metric name allows you to modify it.
• Metric Description - A brief description of the metric to be tracked.
• Goal - The goal value for the metric.
• Goal Type - The type of goal for the metric.

From the Actions drop-down menu, you can:

• Add Metric
• Delete Selected Record(s)

Adding a Metric

• Click Add Metric from the Actions drop-down menu.

  

• Enter the appropriate information for the metric:

  

  • Employee's may enter data for this metric via Employee Portal - Checkbox to allow employees to enter metric data from their Employee Portal.
  • Metric Name - Short description of the metric to be tracked.
  • Description - A long description of the metric.
  • Goal - The goal value and whether the goal has a target percentage or numeric value.
• Click Save Metric when finished.

Deleting a Metric

• Use the checkboxes towards the right of the metric(s) you want to delete.

  

• Click Delete selected records from the Actions drop-down menu.

  

• Confirm the deletion of the metric.