Anniversaries and Birthdays

The Anniversaries and Birthdays feature allows managers to create and send personalized greetings to employees for their birthdays and work anniversaries. Greetings become available to create 5 days before the event date.

Viewing Upcoming Anniversaries and Birthdays

Employee birthdays and work anniversaries are visible in two locations:

In the Employee List:

1. Navigate to the HRM section in the app.
2. Select the Employees tab.
   • Each employee card displays their Birthday and Anniversary dates.
   • An edit icon appears next to each date, allowing you to create greetings.

In Employee Details:

1. Open an employee’s detail screen by tapping their name from the list.
2. Scroll to view the Upcoming Anniversary and Upcoming Birthday sections.
   • These sections appear between the contact information and the expandable detail sections.
   • Each upcoming event shows the date and available actions.

Creating a Greeting

Greetings can be created starting 5 days before an employee’s birthday or work anniversary.

1. From either the Employee List or Employee Detail screen, locate the upcoming birthday or anniversary.
2. Tap the “Create greeting” button next to the event.
   • The “Create new greeting” screen will open.
3. Review the greeting type (Birthday greeting or Anniversary greeting).
4. Tap “Create greeting” to generate the personalized greeting.
   • The system will generate a greeting for the employee.
   • The button status will change to “Greeting ready” once created.

Managing Greetings

Once a greeting has been created:

• The “Create greeting” button changes to “Greeting ready” with a gift icon.
• The greeting is saved and can be sent at any time before or on the event date.
• You can access the ready greeting by tapping the “Greeting ready” button.

Sending a Greeting

After creating a greeting, you have multiple options for sending it to the employee:

1. Tap the “Greeting ready” button to open the greeting.

   • The greeting text will be displayed with the personalized message.
   • You can review and edit the message if needed.

2. Choose how to send the greeting:

   • Share - Use the device’s share functionality to send the greeting through any installed app (email, messaging apps, social media, etc.).
   • Send as SMS - Send the greeting directly as an SMS text message to the employee’s phone number.

3. Additional options:

   • Save for later - Keep the greeting saved without sending it immediately. You can return to send it at a more appropriate time.
   • Try again - Regenerate a new greeting message if you want different wording.