Before you start
- You need admin access to the Notifications section of the Admin Dashboard.
- Employees need a date of birth and date of joining on their profile. These usually come from HRMS sync.
- To deliver reminders through Slack, Google Chat, or Microsoft Teams, connect a collaboration tool first.
Open celebration settings
- Click Reports and Admin to open the Admin Dashboard.
- Under Notifications, open Manage celebrations.
- Select the Birthday or Work anniversary tab.
Turn on a reminder
1
Turn on the toggle
On the Birthday or Work anniversary tab, turn on the toggle next to the reminder email. The Enable reminder dialog opens.
2
Choose when to send reminders
In the dropdown, select how many days before the event Empuls sends the reminder. The options are 1 day, 3 days, 7 days, and 30 days. You can select more than one to send several reminders.
3
Enable
Click Enable. Empuls starts sending the reminder for upcoming birthdays or work anniversaries on the days you selected.
Customize the reminder email
The Edit button works only when the reminder is turned on. Click Edit to open the editor. It has two tabs, Email and Delivery settings. A Live preview of the email is shown next to the form.Email tab
To personalize the email, click Insert and pick a placeholder, such as the employee’s first name. Empuls replaces each placeholder with real values when it sends the email. For example:
Delivery settings tab
Choose a Delivery channel:
You can also change which days before the event Empuls sends the reminder: 1, 3, 7, or 30 days.
Click Save to apply your changes. The button stays disabled until the subject line, header, body text, CTA button text, and at least one reminder day are filled in.
Turn off a reminder
Turn off the toggle next to the reminder email. Empuls stops sending that reminder on every channel.Related
Wish board
How employees post wishes for a colleague’s birthday or anniversary.
Notification settings
Manage organization-wide email, push, and in-app notifications.