> ## Documentation Index
> Fetch the complete documentation index at: https://help-empuls.xoxoday.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manual & Automated Gifts

> Set up one-time manual gifts and automated gift workflows for birthdays, anniversaries, and more.

<iframe src="https://app.trupeer.ai/embed/boJHyYCKd" width="100%" height="450" frameborder="0" allowfullscreen style={{borderRadius: '12px', border: 'none', display: 'block'}} />

## Steps

### Setting Up a Manual Gift

<Steps>
  <Step title="Navigate to Gifts">
    Go to **Reports and Admin → Gifts → Manage Gift → Create a Gift**.
  </Step>

  <Step title="Choose gift type">
    Select **Manual** gift. Then either choose a pre-set event from your account or create a new custom event (e.g., a birthday event). Select an image from the icon library or upload your own.
  </Step>

  <Step title="Select reward type and points">
    Choose the reward type: **assign points** or **curate a merchandise collection**. Set a fixed or range value for the points (e.g., 100 points).
  </Step>

  <Step title="Set permissions and recipients">
    Specify who can send this gift (super admins, general admins, managers, employees, or everyone) and designate who receives event notifications. Click **Finish Setup**.
  </Step>

  <Step title="Send the gift">
    Go back to the Gifts page, click the gift icon → **Send Gift** → select the gift. Add recipients by name, email, or CSV upload. Review the points deduction and click **Send**.
  </Step>
</Steps>

### Setting Up an Automated Gift

<Steps>
  <Step title="Navigate to Automated Gifts">
    Go to **Gifts → Manage Gifts → Create Gift → Automate → Create Now**.
  </Step>

  <Step title="Choose the occasion">
    Select the occasion to automate — **birthday**, **work anniversary**, **new team member welcome**, etc. Click **Continue**.
  </Step>

  <Step title="Enter gift details">
    Add the greeting name and description. For work anniversaries, specify the number of years after which the gift is triggered. Optionally notify others about the event.
  </Step>

  <Step title="Set the reward and certificate">
    Choose reward type (points or products). Set the points value. Optionally attach and customise a certificate template.
  </Step>

  <Step title="Compose the message">
    Write the gift message and update the gift image if needed.
  </Step>

  <Step title="Define recipients and confirm">
    Choose eligibility (all users or selected individuals). Review all configurations and click **Confirm** to complete setup. The gift will be sent automatically using your HRMS data.
  </Step>
</Steps>