How do I automatically send a birthday greet to employees?
Follow these steps to send an automated birthday wish to employees
Purpose
To create a workflow to send a birthday wish to employees on their birthday automatically.
Workflow process
You can configure a workflow that will automatically trigger an email to employee(s) wishing them on their birthday.
To send automated birthday reminders to your employees
Step 1: Create a birthday email template.
- Navigate to Settings > Employee Information > Automation > Templates > Email Templates.
- Create an email template for birthday reminders; refer to Email Alerts Automation - Zoho People.
Step 2: Set up the workflow to trigger birthday emails.
- Navigate to Settings > Employee Information > Automation > Workflow.
- Click Add Workflow.
- Select the Employee form from the form dropdown.
- Enter the workflow name as Birthday Reminder.
- In the trigger events, select date-based events.
- Select the event date field; the date fields in the employee form are listed; select Date of Birth.
- Select the date of execution as on the event date.
- Select the time of workflow execution.
- Select occurrence as every year.
- [Optional] To ensure that the email does not go out during the weekend (non-working days), let's enable the "Skip event execution on selected days" option and skip Saturday and Sunday, and instead schedule the execution for the next day, so the employee will get the birthday wish on Monday instead, when they log in for work.
- Select the time zone.
- In the Actions > Email Alerts, select the email template created for the birthday reminder.
- Click Save.
Birthday emails will be automatically triggered to your employees.
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