The Happy Birthday Celebration will automatically give recognition to your team on their birthdays. This can be a great way to take a moment to celebrate all of the great contributions your teammate makes!
The recognition post will appear in the public Recognition Feed, which allows the rest of your team to join in on the celebration and add on to the recognition.
The points for the Happy Birthday Celebration come directly from the company and not an individual user’s allowance balance. This means there's no need to worry about managing allowances for the award.
In order to enable the Birthday Award, you'll want to make sure that your users have birthday information in Bonusly. Click here to learn more about adding birthday information for your users.
Configure the Happy Birthday Celebration
The automated Happy Birthday Celebration comes automatically installed and is pre-programmed with a sensible message and bonus amount. To make adjustments to the Happy Birthday Celebration:
Navigate to the Bonusly Admin dashboard.
Click Recognition on the left-hand sidebar. Then, click Celebrations.
You will be directed to the Celebrations page. From here, you can manage your Celebrations.
Click the Birthday Bot celebration in the Celebrations table. You will be directed to the Edit celebration page.
To create a Welcome celebration, click the Create new button at the top of the page and select the Welcome option.
Complete the following fields in the Basic Info section:
Name: Enter a name for the event (e.g., Happy Birthday!).
Post on: Choose a date for the event.
Post Visibility: Choose a visibility option for the event.
Audience: Select the locations, departments, or teams to receive the Celebration post. To send the Celebration post to everyone, select Everyone. Please note, if multiple groups within a category are selected, all users of any selected group will receive a celebration post on their birth date.
Then, complete the Point settings section:
Amount in Points: Enter the amount of points to give out with the celebration. Enter 0 to send the celebration post without giving any points.
Note: You can send 0 point celebrations without enabling the Posts can be given without points option in Program Settings.
Complete the Post customization section:
Icon: Choose an icon image for the event.
Headline: Enter a short introduction for the event.
Message: Enter a short description or message for the event.
Include "@recipient" to tag the user
Use "birth_date" to insert the recipient's date of birth
Do not include "+##" point amounts.
Image: Choose an image for the event post.
To preview your Celebration post, click the Preview button at the top of the Post customization section.
When you're done, click the Save button at the bottom of the page.
Turn the Happy Birthday Celebration On or Off
Navigate to the Profile Settings page to turn your Birthday Celebration on or off. Locate the Celebrate and Private checkboxes to the right of the Birthday field:
Check the Celebrate box and enter your birth date to turn the Happy Birthday Celebration on. Uncheck the box to turn the celebration off.
If you check the Private checkbox, only you, your manager, and admins will see your Birthday Celebration post.
FAQ
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 "birth_date" field mean and can it be removed?
The "birth_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 Celebrations run?
The Celebrations will send the bonus at approximately 8 am in the receiver's time zone.
Whoops! We forgot to add the birthday date for a user; will they still get their reward?
There is a 72-hour window for the Happy Birthday Celebration; so birthdays updated prior to 72 hours of their birthday will still go out. 👍
Want to learn more about the other Celebrations available? You can find out more by checking out our "What are Celebrations?" article!
Want to learn more about all Awards?
Check out "What are Bonusly Awards, Celebrations and Incentives?" to find out more!
Questions? Send us a note to [email protected]; we'd be happy to help!
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