This guide explains how to configure automated email alerts to be sent to managers when it is a user’s birthday.
Part 1: Setting the User's Birth Date
First, you must enter the birth dates for the relevant users so the system knows when to trigger the alert.
- Navigate to the “Users” tab from the main menu.
- Select the user for whom you want to set a birth date.
- Scroll down and click on the “Salary info” (or the Personal info for the new interface) tab.
- Enter the user’s date of birth in the designated field.
- Click “Save”.
Repeat these steps for any other users you want to receive birthday alerts for.
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Once the birth dates are set, you can create the alert that will be sent to the managers.
- Navigate to the “Alerts” tab from the main menu and click on “Create a new alert”.
- On the alert configuration page, define the following:
- Alert Name: Give the alert a clear name (e.g., “Birthday Alerts”).
- Select Users: Choose which users this alert should apply to. You can check the box for “Receive alerts for all users” to apply it globally.
- Select Manager: Choose one or more managers who will receive the email notification.
- Scroll down and expand the “Administrative alerts” tab.
- Check the box next to “Send a birthday alert at”.
- In the time field, enter the specific time you want the alert to be sent.
- Click “Save” to finish and activate the alert.