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Reminders - Can you edit the the Message

  • December 11, 2025
  • 5 replies
  • 38 views

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Is it possible to edit the message in the email that goes out as the Birthday reminder.

We want to send a message with an image and a link to a charity so our employees can select the cause that we will make to celebrate their birthday.

If that is not possible can I change the details in the message to include their email address in the body of the message and then use something Zapier to send them the Charity email.

Thanks

Alan

Best answer by SabbuSchreiber

I have a way of doing it, but it shouldn’t be this hard or awkward.

I have an export to Sharepoint with Employee Name Email and DOB.

Then I use Zapier to extract the details and send the email on their Birthday

But this is a function that I have seen in most HRIS. 

It would be nice to not have to export employee details out of Personio to do something that most other HRIS do as standard

 

yeah, I totally understand. I would have thought you could create a workflow for this as there you can change the text. But as of today, date of birth is not one of the triggers available. Might be something to submit as a feedback so they can add it to the workflow functionts. :-)

5 replies

SabbuSchreiber
Helping Hand
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Hi ​@kavanelli, how do you have this currently set up?

There are some possibilities to personalise a reminder when you create a new workflow but I don’t think Birthday can be one of the triggers. At least it doesn’t seem to be on my end.


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  • Author
  • Explorer
  • December 16, 2025

So the settings I have are for the following:

In Employee Roles I have set the Calender Birthdays to Global

And in Reminders I have set the following:

Then the day before each employee’s birthday I get the following email:

 

It’s this message I would like to be able to change is there a template location for this?


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  • Author
  • Explorer
  • December 16, 2025

I have a way of doing it, but it shouldn’t be this hard or awkward.

I have an export to Sharepoint with Employee Name Email and DOB.

Then I use Zapier to extract the details and send the email on their Birthday

But this is a function that I have seen in most HRIS. 

It would be nice to not have to export employee details out of Personio to do something that most other HRIS do as standard


SabbuSchreiber
Helping Hand
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ah got it now, thanks for sharing ​@kavanelli! :-) 

I’m afraid this message can’t be edited or individualised. 


SabbuSchreiber
Helping Hand
Forum|alt.badge.img+14
  • Helping Hand
  • Answer
  • December 16, 2025

I have a way of doing it, but it shouldn’t be this hard or awkward.

I have an export to Sharepoint with Employee Name Email and DOB.

Then I use Zapier to extract the details and send the email on their Birthday

But this is a function that I have seen in most HRIS. 

It would be nice to not have to export employee details out of Personio to do something that most other HRIS do as standard

 

yeah, I totally understand. I would have thought you could create a workflow for this as there you can change the text. But as of today, date of birth is not one of the triggers available. Might be something to submit as a feedback so they can add it to the workflow functionts. :-)