EazeWork HRMS provides the option to send emails, dashboard alerts to employees on their birthday and wedding and work anniversaries. There also is an option to send emails and show the notification of birthday and anniversary on a dashboard widget to other employees from where they can wish their colleagues.
The feature to show a greeting through a popup when employee logs on browser or on mobile on his birthday or anniversary - this feature is always enabled by default and cannot be deactivated.
Additional options are outlined below -
1. Greeting Type - through this drop-down you can configure the three types of greetings - Birthday / Marriage Anniversary / Work Anniversary. The setup for each of these is separate but is similar in design
2. Show birthday widget to employees - once this is enabled employees will be able to see a widget on their dashboard which will show photos of their colleagues whose birthday / anniversary is on that day. Employees however can limit the list of employees by selecting or deselecting the parameter "Setup Anniversary / Birthday Widget". Refer article for more details.
3. Allow wishes by colleagues - through this parameter you can give the option to employees to wish their colleagues on their birthday. Wishes given by an employee will be visible to all others.
4. Sending birthday greeting in email : to enable this feature you will need to select the parameter "Send birthday email to employee on behalf of company" as shown below.
Steps to be followed -
1. Select the Alert Type - you can select Birthday, Marriage Anniversary or Work Anniversary and manage the configuration for each of the three types of greetings. The process is exactly same for each of them.
2. If you want to use predefined standard images as greeting then keep the "Customize Birthday image" option as No. System has some predefined images as greeting formats for the occasion, Application Administrator can also upload new images as desired, these images are sent to the employees on mail for wishing them.
3. If you want to customize the greeting message select the Customize Birthday
image as Yes. You will need to
- Upload a background image, only one image can be used here
- Create a custom message using the fields available
4. Once you have created the message you can preview it. Remember to Submit after completion.
Adding Additional Emails as Recipients
As shown below, system provides the option for sending the alerts in cc to selected persons / roles.
Steps to be followed are -
1. If you want to send these emails to any external email IDs then add them in
the table given below and click on Submit at the bottom of the page
2. Select the roles or email ids added above in the first table you would like
to send in CC and BCC