This article explains how to create work anniversary and birthday reminders. For a detailed explanation on how to set up Reminders, read our Create reminders article.

Work anniversary reminders

To create a reminder for your employees' five-year work anniversary, follow the steps below. If you want to create a reminder for other anniversaries, adjust the amount of days in step 5 accordingly.

Note
This process takes into account only one leap year in the five-year period. If two leap years happen to fall within the five-year period, the reminder will be received one day earlier than the actual anniversary date.

1. Go to Settings > People > Employee Roles.
2. Under Roles, select a role and click Reminders.
3. Click Add role reminder.
4. In the Remind dropdown menu, select the employee role that should receive the reminder. For example, HR Manager.
5. In the About dropdown menu, select Hire date.
6. In the Of dropdown menu, select All employees.
7. Using the When field, input "1826 days after".
8. Select whether you want the reminder to take the form of a Notification with automated expiration or a Notification with no expiration. The latter will not be removed until actively dismissed by the employee.
9. Leave the Frequency option unchecked.
10. Add a description for the recipients of the reminder.
11. Click Add.

Birthday reminders

To create a reminder for your employees' birthday , follow these steps:

1. Go to Settings > People > Employee Roles.
2. Under Roles, select a role and click Reminders.
3. Click Add role reminder.
4. In the Remind dropdown menu, select the employee role that should receive the reminder. For example, HR Manager.
5. In the About dropdown menu, select Birthday.
6. In When, define a point in time when you would like to be reminded. For example, a day before the birthday.
7. Select whether you want the reminder to take the form of a Notification with automated expiration or a Notification with no expiration. The latter will not be removed until actively dismissed by the employee.
8. For the attribute Birthday, the frequency is automatically set to yearly.
9. Add a description for the recipients of the reminder.
10. Click Add.