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. :-)
+14Hi
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.
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?
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
+14ah got it now, thanks for sharing
I’m afraid this message can’t be edited or individualised.
+14I 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. :-)
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