Birthday Reminders
What Are Birthday Reminders?
Birthday reminders automatically notify managers about upcoming employee birthdays and optionally send personalized greeting emails to employees. This helps build team culture and ensures no birthday goes unnoticed.
Accessing Birthday Settings
Navigate to Settings > Birthdays from the settings sidebar.
Enabling Reminders
Toggle Enable Birthday Reminders to turn on the feature. Once enabled, you can configure how and when reminders are sent.
Reminder Settings
Reminder Time
Set the time of day when reminder emails are sent. The default is 8:00 AM in your organization's timezone.
Reminder Frequency
Choose one or more reminder types:
- Monthly Digest: Sent on the 1st of each month listing all birthdays that month
- Weekly Reminders: Sent every Monday listing birthdays for the upcoming week
- Daily Reminders: Sent each morning for any birthdays happening that day
You can enable multiple frequencies. For example, enable both monthly and daily to get a monthly overview plus day-of reminders.
Employee Birthday Greetings
Toggle Send Birthday Greetings to Employees to automatically email employees on their birthday.
Customizing the Greeting Message
Write a personalized message in the text area. You can use template variables that are replaced with actual values:
{firstName}— The employee's first name{name}— The employee's full name{companyName}— Your organization name
A live email preview shows exactly what the employee will receive, including the subject line, sender name, and formatted message.
The message field supports up to 2,000 characters.
Adding Employee Birthdays
For birthday reminders to work, employees need dates of birth on file:
- Go to Employees and select an employee
- Edit their profile
- Enter their Date of Birth
Employees can also opt out of birthday greetings from their profile if they prefer not to receive them.
Birthday Indicators
When birthday reminders are enabled, the schedule view shows a cake icon next to employees during their birthday month, making it easy to spot birthdays at a glance.
Tips
- Use daily + monthly: Daily reminders ensure you never miss a birthday, while the monthly digest helps you plan ahead
- Personalize the greeting: A custom message feels more thoughtful than a generic "Happy Birthday"
- Respect opt-outs: Some employees may prefer not to have their birthday acknowledged at work
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