Birthdays and Work Anniversaries

Help Video Summary: Birthdays & Work Anniversaries Module – Features & Benefits

This video tutorial provides a step-by-step guide to using the Birthdays and Work Anniversaries module, a tool designed to help organizations recognize employee milestones in a visually engaging and customizable way. The module allows for automatic or manual entry of dates, supports bulk updates via CSV, and offers a range of layout and display options to suit different team sizes and styles. With features like visual customization, swipe functionality, and integration support, this module enhances employee engagement and helps foster a culture of appreciation.

Key Features:

Automatic Data Pull from User Profiles & Integrations

Pulls birthday and anniversary dates from each user's profile.

Supports integration with Microsoft and HR platforms to auto-fill data.

Manual Entry Options

Add Single Event: Choose a user, then manually enter their birthdate and start date.

Add Multiple Events: Export a CSV, edit dates in Excel, and re-upload to quickly update multiple users at once.

Customizable Display Settings

Choose how far in advance events are shown (day, week, month).

Select from different display types (e.g., profile image only, name only).

Layout options include vertical cards, list view, or circle groups.

Toggle swipe functionality for small-screen or compact layouts.

Visual Customization

Choose a background image from presets, upload your own, or design via Canva.

Option to remove the background for a cleaner look.

Subscription Settings

Link multiple modules so all relevant data appears in one view.

Useful for organizations with separate teams or departments.

Message Customization

Add personalized text above or below the module with rich formatting options.

Benefits: Celebrates Employee Milestones: Helps recognize birthdays and work anniversaries, fostering a positive work culture.

Saves Time with Bulk Editing: Easily manage dates for multiple employees using the CSV upload feature.

Highly Customizable: Tailor the look, layout, and functionality to match your company’s branding and needs.

Enhanced User Engagement: Swipeable views and visual personalization make the module engaging and easy to interact with.

Centralized Display: Consolidate multiple data sources into one module for simplified visibility.