The Employee Anniversary Reminder

Use People-Trak HR software to set email reminders for important dates, like employee anniversaries, and never be caught off guard again!

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Closed Caption:

employees anniversaries are great
opportunities to recognize employees
contributions
in to show you care but remembering them
can be a struggle
instead of having to manage spreadsheets
the Pirates
manually enter them into your calendar
people track HR software stores
on this area information looking
automatically send out email reminders
setting up is easy first
by creating email template called
anniversary reminder
when anniversary approaches
this is the email that will be sent to
the relevant manager when the email sent
people track a substitute these field
symbols the relevant employees
information
I decided to address this email to the
manager
you might choose to address the reminder
email to HR
a recognition means most coming from the
employees manager
once the template is ready I need to
create an alert
going to alert triggers
to create an alert called anniversary
reminder
and I set the conditions as follows:
it today's date is one month before the
anniversary of
hired a this assures the manager has
ample time to prepare for the
anniversary
I'll check the box for Active Record
homie
when the condition is met the
action I'm going to perform is to send
an email
under details I sent the email to send
to the employees department manager then
I sent the email to come from HR ZT I
dot com
I set the subject to employee
anniversary reminder
and I select the email template but I
created earlier
anniversary reminder my reminders now
set up
and ready to rock
when employees anniversary is one month
away
email appears in the manager's inbox
people track
automatically sent this email containing
the relevant information
like which employ and on what date the
anniversary is
it's that simple using email alerts and
people track
you can be sure you managers will never
miss an employee anniversary again
as a final tip use people track to
remind managers are their employees
anniversaries
be personal and sincere and how you
recognize you employ
to show appreciation hand-written note
is much better
than an automated email