Set up automated workflows to gift and greet your teammates on their birthdays, work anniversaries, and other milestones.
Follow the following steps to access the automated greeting dashboard.
Platform Administration >
Then click on the AUTOMATED GREETINGS tab.
There are three kinds of automated greetings:
Welcome someone who has joined the Company.
CREATE NEW AUTOMATED GREETINGS.
Continue by selecting
Celebrating a Work Anniversary.
Enter the Gift points.
Select the number of years post-completion, of which the work anniversary gift is to be given. Then click on
CONTINUE on the “Message details” section.
Optional: You can preview the email to be sent to your teammates.
Proceed ahead to select the recipients and click on
If satisfied, click on
CONFIRM AND CREATE to set up an automated Work Anniversary gift.