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 Automations and click the Reminders tab.
2. Click Create reminder.
3. From the Notify dropdown menu, select the employee role that should receive the reminder. For example, HR Manager.
4. In the About dropdown menu, select Hire date.
5. In the Of dropdown menu, select All employees.
6. In the When field, input 1826 days after the event.
7. Choose if the notification should expire automatically or manually. 
8. Do not select the checkbox to repeat the reminder every year. 
9. Add a description for the reminder recipients.
10. Save the reminder.

Birthday reminders

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

1. Go to Automations and click the Reminders tab.
2. Click Create reminder.
3. From the Notify dropdown menu, select the employee role  that should receive the reminder. For example, Supervisors.
4. In the About dropdown menu, select My direct reports.
5. In the Of dropdown menu, select All employees.
6. In the When field, define a point in time when you would like to be reminded. For example, a day before the birthday.
7. Choose if the notification should expire automatically or manually. 
8. Select the checkbox to repeat the reminder every year. 
9. Add a description for the reminder recipients.
10. Save the reminder.