Templates Setup

Add Birthday & Anniversary Templates for quick emails

Birthday and anniversary wishes from their company make the employee feel valued and inculcate a sense of belonging to the company. It helps in retaining them for longer as well as improving their job satisfaction scores.

This section explains the steps to develop templates for quickly wishing your employees on their birthdays and anniversaries. Having this option would help in letting your team know that their teammate has a birthday and encourage them to wish that employee.

Pre-requisites:

✔️ Admin credentials

✔️User rights

Note - Kindly contact your Admin/ HR for rights if you are not able to perform the steps below.

How to add birthday and anniversary templates?

Step 1: Go to 'Settings'

Step 2: Select the 'HR' tab

Step 3: Select the 'HR - Letter' tab from the left side

Step 4: Select the '+' icon to the right to create a new template

Step 5: Enter the Template name now:

• For Birthday Templates, please ensure that its name starts with the phrase 'BDAYTEMPLATE'

• For Work Anniversary Templates, please ensure that its name starts with the phrase 'WORKANNIVERSARYTEMPLATE'

• For Marriage Anniversary Templates, please ensure that its name starts with the phrase 'WEDDINGANNIVERSARYTEMPLATE'.

Step 6: Enter the rest of the details as well as the attachment and select the button 'Save Template' to save the template.

Note: If you wish to edit your template, you can do so by clicking on the corresponding highlighted icon in the image below:

Note: If you are unable to create or edit the template, kindly contact us at [e-mail]