Create & Manage Birthday Reminders

This article explains how to create, edit, and delete a birthday reminder.

Updated over a week ago

Before starting, make sure you have access to Company Settings. If not, please contact your Admin to request permissions.

Create a Birthday Reminder

  1. Go to Company Setting by clicking on the ⚙️ icon > Reminders

  2. Click on + New Reminder

  3. Choose “Birthday” in the Category field

  4. Fill in the required fields:

    • Reminder Code: Enter a code for the reminder

    • Reminder Name: Enter a name for the reminder

    • Description: enter information to describe the reminder (optional)

    • Recipients: defines who will receive an email notification before the employee’s birthday

    • Reminder Schedule: can be set to a number of days before or after employees' birthday

    • Email template: default template. This template will be used as the system email when sent out to your employees. You can’t update this email template.

  5. Click Create to finish.

📌 Note:

  • Only the default template is available on this version.

Edit a Contract Reminder

  1. Go to Company Setting by clicking on the ⚙️ icon > Reminders

  2. Find the reminder that you want to edit and click on More (or the ⋮ icon)

  3. Select Edit and adjust the necessary fields

  4. Click Save to finish.

Delete a Contract Reminder

1. Go to Company Setting by clicking on the ⚙️ icon > Reminders

2. Find the Reminders that you want to delete and click on More (or the ⋮ icon)

3. Select Delete

4. Click Delete again to confirm

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