What is the Birthday Award?
The Birthday Award will automatically give a birthday shoutout and reward to your teammates on their birthday! This is a great way to make sure they're celebrated on their special day.
The award will appear in the social feed, which allows the rest of your team to add on to the shoutout if they would like.
The points for the Birthday Award come directly from the company, and not an individual user’s allowance balance.
Customizing the Birthday Award
Before you configure and customize the Birthday Award, you'll want to make sure that your users have birthday information in their profile in the Users tab.
HERE are some resources on how to do that.
The automated Birthday Award is pre-programmed with a message and bonus amount. You can make adjustments to the Birthday Award on the Manage Awards > Automated page.
To edit the message or amount of your Birthday Award, click the pencil icon on the right:
A pop-up will appear that allows you to edit the award amount, message, and whether it is publicly or privately visible.
The keywords @receiver_username and +amount are required in the message.
Click the Save button when finished changing the settings for the award:
Turning the Birthday Award on or off
The Birthday Award is on by default.
To turn off the Birthday Award, click the switch to grey
❗ Individual users will need to have their birth date listed in their user profile in order for the automation to work.
FAQ's
How do I add my teammates' birthday dates?
There are 3 ways to add their birthday dates:
If you're using an HRIS integration for your user management, the system will automatically pull the information over for you.
You can add everyone's birthday/anniversary information by including it in a CSV file and use our bulk upload feature. Birthdates will need to be in the format DD-Mon (8-Jun). If their birthday falls between days 1-9 of the month, do NOT include the 0 at the beginning. Example: 8-Jun and not 08-Jun.
You can manually add a user's birthday information by finding their name in the Users tab and clicking their name. Scroll in their profile to find the Birth Date field and select their birth date from the drop down. Press the Save Changes button.
What time do the automated birthday awards get sent out?
The automated birthday awards will be sent out around 3 am MST.
Why did I not get my birthday shoutout?
There are several reasons a birthday shoutout may not have been sent. The most common reasons would be:
The Birthday Award is not turned on.
The formatting for the user's birthdate is incorrect.
The birthdate is entered for the incorrect date or is not in their profile at all.
Can birthday shoutouts be re-triggered if it is missed?
Yes! If you reach out to our support team they can assist with re-triggering the shoutout for the team member.
Can my birthday award be made private?
Yes! Check this article on how to do that.
Can an individuals birthday award be turned off but still run for others?
Yes! If, for whatever reason, an individual doesn't want to receive a birthday award privately or publicly it can be turned off one of two ways:
If they do note have a birth date in their profile, the automation will not trigger.
If your company has an HRIS and the date is importing automatically, either the individual or the admin can go in to the users' profile and click the box Disable Birthday Shoutout, then click Save Changes.
