When an employee's work anniversary or birthday occurs, Recognize's Anniversary feature can carry-out automatic recognition. For an overview from a Company Admin's perspective, see the video below.

 

 

Use the below menu to jump to specific topics:

Default Settings for Anniversaries and Birthdays

Anniversary and Birthday User Data

Enabling Anniversary and Birthday Badges

Individual Birthday and Anniversary Privacy Settings

Birthday & Anniversary Notifications on the Stream Page

Birthday & Anniversary Email Notifications

Viewing the Birthday & Anniversary Calendar

 

Birthday & Anniversary Program Setup

Default Settings for Anniversaries and Birthdays

Company Admins should determine whether or not staff would be comfortable having either their birthdays or work anniversaries publicly celebrated. The default setting for privacy can be set at the company level, and then employees choose to share or turn their individual privacy settings on if they wish. To set the default birthday and anniversary settings at the company level as a Company Admin:

1. Click 'Menu' in the top right-hand corner
2. Select 'Company Admin' from the drop-down menu
   
   
   
   
3. Select 'Settings' from the left side menu
4. Scroll to 'User profile settings' or use the navigation guide on the right to jump to the 'User settings' section
5. Under 'Birthday & anniversary privacy,' choose the default settings for your employee birthday and anniversary recognitions
   
   • Anniversary Privacy (activate to make these recognitions private by default)
   • Birthday Privacy (activate to make these recognitions private by default)
6. You can also set a custom sender name here for anniversaries since they are automated
   
   
   
   
   NOTE: If left blank, the sender name for all birthday and anniversary recognitions will default to your company's chosen 'Display name,' found at the top of your company settings.
   
   

 

Anniversary and Birthday User Data

To utilize Recognize's automated Anniversary and Birthday feature, you'll want to ensure that the start date and/or birthdays of each employee are available in the platform.

You can add this data through one of 3 ways via the Company Admin/Users portal:

• • User Sync
  • Spreadsheet Import
  • Bulk Edit

Enabling Anniversary and Birthday Badges

After ensuring the data is available in the platform, Company Admins can then enable the Anniversary Badges that will be used one by one through the Company Admin/Anniversaries portal.

Make sure you are ready to launch birthdays and anniversaries to employees before moving to this step, because once turned on, automated recognition will begin sending.

1. From within the Company Admin portal, click on the 'Anniversaries' tab on the left side menu
2. At the top of the page, you can toggle Birthday Badge ON/OFF
3. Change the Birthday Badge image, if desired, by clicking the 'Change' button under the birthday badge
4. Set a tagline for your Birthday Badge to the right of the Badge image, or use the default one
5. Set the message for your Badge in the field underneath the tagline, or use the default message
6. Set the points earned for each automated recognition to the right of the tagline - the currency equivalent will automatically populate to the right if you've set up a Rewards Catalog with a points-to-currency ratio
7. Determine which Anniversary Badges you'd like to use - we offer a 1 week Badge all the way up to 60 years of service in the platform
8. Toggle each Anniversary Badge that you'd like to use for your milestone program to 'ON'
   
   

 

Individual Birthday and Anniversary Privacy Settings

As a Recognize user, you have the ability to choose whether or not your birthday and anniversary Recognitions are shared in the Stream and made public.

NOTE: Some companies choose to turn on a default setting for birthday and/or anniversary privacy, but in some cases, this may need to be set at the individual level.

To edit your Birthday & Anniversary privacy settings:

1. Click on your profile in the upper right-hand corner of your screen
   
   
   
    
2. Select the 'Edit Profile' button next to your profile summary under your name in the middle of the page
   
   
   
    
3. Check the box under your hire date to 'Receive service anniversary recognitions privately'
4. Check the box under your birthday to 'Receive birthday recognitions privately'
5. Make sure to save your changes by clicking the 'Save' button at the bottom of your screen.
   
   

 

Birthday & Anniversary Notifications

All current and upcoming Anniversaries & Birthdays will be announced on the Stream Page for all users, if your company has any Anniversary and Birthday Badges turned on. Determine which company roles will be notified in advance of an employee's birthday or work anniversary via email through the 'Notifications' tab under the Company Admin/Anniversaries portal.

Birthday & Anniversary Notifications on the Stream Page

1. Click on the anniversaries and birthdays module on the right side of the Stream Page, which will open a pop-up with more details
   
   
   
   
   
2. View the Badge message for milestones and birthdays from this pop-up
3. Share a celebratory message from within the pop-up
4. You can also jump to the recognition by clicking on the 'Show' link, where you can see all comments for the recognition as well as react
   
   

 

Birthday & Anniversary Email Notifications

Manager Default Notifications for Direct Reports

By default, Company Admins receive all user Birthday & Anniversary notifications by email, and Managers receive Birthday & Anniversary notifications for their direct reports via email. Manager default settings can be controlled from within the Company Admin Portal > Settings > User settings.

1. Click 'Menu' in the top right-hand corner
2. Select 'Company Admin' from the drop-down menu
   
   
3. Select 'Settings' from the left side menu
4. Select 'Manager settings' from the right-hand navigation pane
5. Toggle ON/OFF the default setting for Managers to receive notifications for direct report anniversaries
6. Toggle ON/OFF the default setting for Managers to receive notifications for direct report birthdays
   
   

 

Companywide Anniversary and Birthday Notifications

Additionally, you can have Managers receive notifications for everyone in the company, along with being able to turn these notifications off for Company Admins by going to the Company Admin Portal > Anniversaries > Notifications. This is also where you can control settings for additional Company/Dynamic Roles that can receive Birthday & Anniversary notification emails for all users. 

1. Select 'Menu' from the upper right-hand corner of your screen
2. Select 'Company Admin Portal' from the drop-down menu
   
   
   
   
3. Select the 'Anniversaries' tab in the left side menu
4. Click on 'Notifications' in the top right tertiary menu
5. Under 'Roles,' toggle on/off system roles of 'Company Admin' and/or 'Manager' to receive or stop receiving Anniversary and Birthday notifications for the entire company
6. You can also control companywide Birthday & Anniversary notifications for any Company Roles from this page under the 'Company Roles' section - this may come in handy if you have a culture committee or HR team that would need this type of visibility to Birthdays and Anniversaries for your organization
7. Lastly, if you're using our Teams feature, you can control which Team Managers receive notifications for all employee Anniversaries & Birthdays by toggling each under the 'Team Managers' column
   
   

 

Viewing the Birthday & Anniversary Calendar

Company Admins and Managers also have access to a Birthday and Anniversary calendar, which can be accessed by going to their respective portal, selecting the 'Anniversaries' tab, and selecting 'Calendar' from the top right tertiary menu.

1. Select 'Menu' from the upper right-hand corner of the screen
2. Select 'Manager Portal' or 'Company Admin' from the drop-down menu
   
   
   
   
3. Select 'Anniversaries' from the left navigation pane
   
   
   
   
4. You can filter results by Month if desired from within the Calendar page
5. You can also search for employees by name in the upper right-hand corner of the table
6. Within the table, you can view the following information by default:
   • 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
7. 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
8. 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 in your portal