The 'Birthday Bot' will automatically give a bonus to your teammates on their birthday. This can be a really great way to take a moment to celebrate all of the great contributions your teammate makes! 🎉
The bonus will appear in the bonus feed, which allows the rest of your team add on to the bonus if they would like.
These points for the birthday bot come directly from the company, and not an individual user’s allowance balance, so there's no need to worry about managing allowances for the bot.
Before you configure and customize your bot, you'll want to make sure that your users have birthday information. Click here to learn more about adding birthday information for your users.
Customizing the Birthday Bot
To edit the messaging or amount of your Birthday Bot, click the pencil icon on the right:
A pop-up will appear that allows you edit the text and amount.
To edit the amount, remove bonus_amount (keep the “+” symbol) and replace it with the point amount you would like to use and then click the 'Save' button:
Turning the Birthday Bot on or off
You’ll see that the birthday bot is active by default. To deactivate the birthday bot, click the pause button on the right:
Now the bot is inactive. If you'd like to reactivate it, just click the 'play' button:
Frequently asked questions
How do I add my teammates' birthday dates?
There are three ways to add your teammates' birthday dates:
- If you're using an HRIS/HRMS integration for your user management, we'll automatically pull the information over for you.
- If there's no data available for us to collect, or if you're not using an HRIS/HRMS integration, then we'll send your teammate a notification asking them to add the information to the 'Anniversaries' tab of their settings page, which will appear once you've added the Anniversary Package.
- You can manually add everyone's information by including it in a column and using our bulk upload feature.
What does the "anniversary_date" field mean and can it be removed?
The "anniversary_date" field will automatically populate the receiver's birth date. It's not required to give the bonus because the data lives elsewhere, but can be nice to have.
For example, if the receiver's birthday falls on a weekend (where few people are likely to see it), we will generate the bonus on the last workday before the weekend. So, if your birthday is on Sunday, October 1, you'll receive a bonus on Friday, September 29 saying "Happy birthday on October-01!"
What time do the bots run?
The bot will send the bonus at approximately 8am in the receiver's time zone.
Whoops! I entered the wrong date. How do I make sure my teammate doesn't receive a second bonus on their actual birthday?
Not to worry, we thought that situation might come up from time-to-time, so we designed the system to only give that bonus once within a ten month period.
Have more questions? Reach us at firstname.lastname@example.org.