How to automate birthday wishes in Zoho People 5.0?

Birthday Remainder

Purpose

To create a workflow to send a birthday wish to employees on their birthday automatically.

Workflow process

You can configure a workflow which will automatically trigger an email to employee(s) wishing them on their birthday.

To send automated Birthday Reminder to your employees

Step 1: Create a Birthday Email template.

1. Navigate to Settings > Employee Information > Automation > Templates > Email Templates.
   
2. Create an Email Template for birthday reminder, refer to Email Alerts Automation - Zoho People.
   
3. To insert an employee photo in a email template, you can select "Employee" from the "Available merged fields" dropdown and select "photo" from the select field dropdown. Click on "Insert" to add the photo in an email template. System will automatically include an employee photo in the birthday wishes. Please ensure that the employee photo is available in the employee information.

Step 2: Set up the Workflow to trigger Birthday email.

1. Navigate to Settings > Employee Information > Automation > Workflow.
   
2. Click Add Workflow.
   
   
3. Select the Employee form from the form dropdown.
   
4. Enter the Workflow name as Birthday Reminder.
   
5. In the trigger events, select Date Based events.
   
6. Select the event date field, the date field in the employee form are listed, select Date of Birth.
   
   
   
7. Select the date of execution as on event date.
8. Select the time of workflow execution, based on our use case (12:00 A.M.)
   
9. Select occurence as every year.
   
10. Select the time Zone.
    
11. In the Actions > Email Alerts, select the Email template created for the Birthday reminder.
    
    
    
12. Click Save.
    

Birthday email will be automatically triggered to your employees.

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