Birthday and Anniversary Notification
Is there a way to set up a notification or auto run a report each month that shows employee birthdays and/or anniversaries?
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Official comment
Hello Scott,
Thanks for contacting HotSchedules! Unfortunately there is not a fully automated function for this, but there are two options that require some manual work.
You can use certificates for notifications, however they will need to be maintained manually (i.e. you will need to set up a 1 year certification for staff members on their birthday). This is an article that shows you how to add certifications, and you can contact HotSchedules Customer Care if you would like to add a custom certification (i.e. "Birthday").
You could also run the Employee Profile report (found on the Reporting tab) on a regular basis and check the "Birthdays" field in the report parameters.
Please let us know if you have any questions on these features.
Thank you,
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