Overview: You can set up birthday alerts by first inputting the respective dates within workers' employee profiles to be alerted via email, push notification, or both when the birth dates fall.
Common Use Cases: These alerts are 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:
Specify a Birth Date
Specify 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/if needed.
Set a Birth Date Alert
Once a Birth Date has been saved within the employee profile, navigate from the top navigation to the Settings > Alerts & Reminders page:
From Settings > Alerts & Reminders, click the +Add a New Alert/Reminder button:
From the Add a New Alert/Reminder page, select Birthday Reminder from the Type field dropdown:
From the same page, you'll also Name the alert, decide to send email(s), push notification(s), or both to the Employee, Manager(s), and/or Admin(s), and assign the alert to the appropriate employee before finally clicking Save.
Enable/Disable Birthday Alerts
To enable or disable birth date alerts, first, click your name in the upper right-hand corner when signed into Buddy Punch.
Next, Click My Profile from the dropdown:
From your profile, scroll to the Communication Preferences section and check or uncheck Email and/or Push alerts for birthdays.
Finally, make sure to save by clicking the blue Update Communication Preferences button at the bottom.
FAQ:
Q: Can Admins track their own birthdays?
A: No, as the function of the birth date alerts is related primarily to Time Off Accruals, which Admin do not track for themselves, Admins do not track these dates in system.
Q: Can other employees or coworkers see or be alerted of staff birth dates?
A: No, at this time, alerts 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 alert to your team that you wish and/or use the In-App Messaging.
Q: Can birth dates be added to the Schedule or Company Calendar?
A: No, at this time, only alerts are triggered for birthdays.