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.

Create a work anniversary reminder

To create a reminder for a work anniversary, follow these steps.

1. Go to Automations and click the Reminders tab.
2. Click Create reminder.
3. In the Notify dropdown menu, select the employee role that should receive the reminder. For example, to notify only direct supervisors, select the supervisor role.
4. In the About dropdown menu, select Hire date.
5. In the Of dropdown menu, select which employees the reminder should cover.
6. In the When field, enter the number of days after the hire date when the reminder should trigger. See the example day counts below for common work anniversary milestones.
7. Choose if the notification should expire automatically or manually. 
8. Don't select the checkbox to repeat the reminder every year. 
9. Add a description for the reminder recipients.
10. Save the reminder.

To track multiple milestones, repeat these steps for each one. As the reminder doesn't repeat annually, each reminder triggers once when the employee reaches that exact anniversary.

Example day counts for work anniversary reminders

These figures use 365 days per year plus one extra day per five-year period to account for leap years. The reminder may arrive one day early if two leap years fall within the period. Where possible, check that the first notification arrives on the expected date and adjust the day count by one if needed.

• 5 years = 1,826 days
• 10 years = 3,652 days
• 15 years = 5,478 days
• 20 years = 7,304 days
• 25 years = 9,130 days
• 30 years = 10,956 days

Create a birthday reminder

To create a reminder for your employees' birthdays, follow these steps.

1. Go to Automations and click the Reminders tab.
2. Click Create reminder.
3. In the Notify dropdown menu, select the employee role that should receive the reminder. For example, to notify only direct supervisors, select the supervisor role.
4. In the About dropdown menu, select Date of birth.
5. In the Of dropdown menu, select which employees the reminder should cover.
6. In the When field, enter when you want the reminder to trigger. 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.