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Metrics Tab for a Wellness Campaign in Core HR

"Metrics" represents the target value for the wellness 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.
Navigating to the Properties Tab of a Wellness Campaign
  • Expand Settings and click Wellness Campaigns from the menu.

    CHR - Menu - Wellness Campaigns - 00.png

  • Click the Campaigns tab.

    CHR - Wellness Campaigns - Campaigns - 00.png

  • Click Create Campaign from the Actions drop-down menu for a new campaign or click the name of an existing campaign.

    CHR - Wellness Campaigns - Campaigns - Add Edit - 00.png

  • Click the Metrics tab. If you are creating a campaign, you must fill out the "Properties" tab first.

    CHR - Wellness Campaigns - Campaigns - Metric - 00.png

Create_-_02.png

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:

Create_-_Metric_-_00.png

Adding a Metric

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

    CHR - Wellness Campaigns - Campaigns - Create Metric - Actions - 01.png

  • Enter the appropriate information for the metric:

    Create_-_Metric_-_01.png

    • 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.

    CHR - Wellness Campaigns - Campaigns - Create Metric - Select - 00.png

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

    CHR - Wellness Campaigns - Campaigns - Create Metric - Actions - 02.png

  • Confirm the deletion of the metric.

    CHR - Wellness Campaigns - Campaigns - Create Metric - Delete - 00.png

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