How to Track Employee Birthdays

This article is intended for HR staff.

How to Set up Employee Birthday Reminders

You can turn on birthday reminders from an employee’s personnel profile. We recommend using Alerts. You can monitor one employee’s birthday or enable reminders for all employees.

1. Go to the Employees organizer
2. Select the employee whose birthday you want to track
3. Open the "Birthday" field
4. In the field row click the watchdog icon and then "+ Set up new alert"
5. For the "When to notify" option choose "On anniversary"
6. Give the Alert a name, for example "Birthday"
7. Choose how many days before the date you want to get the reminder
8. To send reminders for all employees, select "On all records"
9. Optionally specify other people who should receive the Alert notification
10. Save the Alert

Aptien will automatically send the reminder on the chosen day and include a link to the employee’s profile. You’ll see birthday Alert along with your other active Alerts on the Active Alerts overview.