Birthday Alerts for Managers

This guide explains how to send managers an email alert when one of their employees has a birthday.

Step 1: Set the employee's date of birth

Click "Users" -> select the employee whose date of birth you want to set. Scroll down to the "Payroll Details" tab -> enter the date of birth -> click Save. Repeat these steps for any other employees you want alerts for.

Step 2: Create the alert

Click "Alerts" -> "Create new alert". Set up the alert:

1. Alert name.
2. Select which employees you want the alert to cover (you can check "Get alerts for all users").
3. Select which manager(s) should receive the alert (you can choose more than one).
4. Scroll down and open the "Administrative alerts" tab.
5. Check "Send a birthday alert at".
6. Enter the time you want the alert to be sent.
7. Click Save.