Managers have the ability to view Birthday and Anniversary dates for their direct reports from within the Manager Portal by month by following the below steps:
- Select 'Menu' from the upper right-hand corner of the screen
- Select 'Manager Portal' from the drop-down menu
- From within the Manager Portal, select 'Anniversaries' from the left navigation pane
- You can filter results by Month if desired from within the Calendar page
- You can also search for employees by name in the upper right-hand corner of the table
- Within the table, you can view information for your direct reports such as:
- Next Event will indicate whether the next upcoming event for the employee is a Birthday or a Service Anniversary, and what year of service the user will be achieving if it's an anniversary
- Privacy Enabled will indicate whether this user has selected to have their Birthday or Service Anniversary Recognized privately
- Date will show the month and day of the event
- Start Year will show the year the user was hired (year will not be displayed for Birthdates)
- Event Status indicates whether the event's corresponding recognition Badge is active
- Points shows the amount of points the user will receive upon the event date
- You can also add more columns to the table view by clicking on the three vertical lines in the upper left-hand corner of the table
- Last, you can export a list of employee events for download by clicking the 'Export' button - any exports here will go to the Documents > Downloads section within the Manager Portal