How do I automatically wish employees on their work anniversaries?

How do I automatically wish employees on their work anniversaries?

Follow these steps to automatically wish employees on their work anniversary:


Workflow process
You can configure a workflow that will automatically trigger email alerts to employees as and when they complete one or more years of service at work.

Step 1: Create Work Anniversary Email template.
  1. Navigate to Settings > Employee Information > Automation > Templates > Email Templates.
  2. Create an email template for the work anniversary; refer to Email Alerts Automation - Zoho People.


Step 2: Set up the workflow to trigger the work anniversary email.
  1. Navigate to Settings > Employee Information > Automation > Workflow.
  2. Click Add Workflow.


  3. Select the Employee form from the form dropdown.
  4. Enter the workflow name as Work Anniversary.
  5. In the trigger events, select date-based events.
  6. Select the event date field; the date fields in the employee form are listed; select Date of Joining.


  7. Select the date of execution as on the event date.
  8. Select the time of workflow execution, based on our use case (9:00 A.M.)
  9. Select occurrence as every year.
  10. Select the time zone.
  11. In the Criteria section, set Current experience is greater than or equal to 1.


  12. In the Actions > Email Alerts, select the email template created for the work anniversary.
  13. Click Save.
Work anniversary emails will be automatically triggered to your employees.

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