Overview: The Birthday Reminder allows you to get notified when it's an employee's birthday as specified in their profile. The reminder can be sent to an Employee, Manager, or Administrator via email, push notification, or both.
Common Use Case: This reminder is commonly used to ensure that any birthday-related Time Off Accruals and/or benefits provided outside the Buddy Punch system can be updated and applied accordingly, as well as serving as a quick note in observation/celebration of these special days.
Instructions:
Set a Birth Date
Set a Birth Date
1. First, click the Employees tab from the top navigation:
2. Next, click View next to an Employee's name to enter their Employee Profile:
3. From the Employee Profile, click Edit in the top right-hand corner:
4. Enter a Birth Date within the appropriate field and click Save:
Note: You can always come back to this page within employees' profiles at any time to edit Birth Dates as needed.
Create a Birthday Reminder
1. Once a Birth Date has been set within the employee profile as outlined here, navigate to the Settings --> Alerts & Reminders page:
2. Then click + Add a New Alert/Reminder:
3. You'll then be able to specify the:
Reminder Name—This will be in the message to employees.
Reminder Type—Birthday Reminder
Important! You need to set the Birth Date in the employee profile for this reminder to trigger. More information here.
4. You'll then want to choose who the message should be sent to and if it should be sent via email, push notification, or both. Assign the proper employees and Save once done:
5. If you need to edit or delete the reminder, you can do so by choosing the Edit or Delete buttons:
Birthday Reminder Examples
Below you'll find email and push notification Birthday Reminder examples for Administrators, Managers, and Employees.
| Push Notification | |
Administrator | ||
Manager | ||
Employee |
FAQ
Q: Can Administrator birthdays be tracked?
A: No, birthdays cannot be tracked for administrators, which are free accounts. They'd need to have an employee or manager account to track and be reminded about their birthday.
Q: Can other employees or coworkers see or be reminded of staff birthdays?
A: No, at this time, reminders can only be configured to send out to the employee having the birthday, the employee's manager(s), and the admin(s). You are welcome to forward any reminder to your team that you wish and/or use the In-App Messaging.
Q: Can birthdays be added to the Schedule or Company Calendar?
A: No, at this time, only reminders are triggered for birthdays.