Birthday Milestone Reminder
Sense can remind the right people about selected milestone birthdays and optionally send the employee a message on the day. Administrators choose which ages count as milestones and how far in advance to notify.
How it works
Recognition becomes more consistent without HR maintaining a separate milestone calendar.
1
Configure milestone ages
Configure the milestone ages.
2
Choose timing and recipients
Choose notification timing and recipients.
3
Create recognition reminders
Sense creates planning or recognition reminders before the date.
4
Send optional employee message
An optional employee message can be sent on the birthday.
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FAQ
What starts this workflow?+
The documented process starts with: Configure the milestone ages.
What happens at the end of the workflow?+
The final documented step is: An optional employee message can be sent on the birthday.
Who is involved?+
The documented participants are Employees, Managers, Administrators.
What can we configure?+
The documented configuration includes Milestone ages; Reminder timing; Recipients; Optional employee message.
Which Sense plan includes it?+
This draft currently marks the workflow as Elite and above. See the price section and any product-review note before publication.