HR company feed: Employee birthday and anniversary milestones

Overview

Encouraging a culture of recognition is essential in making your employees feel valued, so it’s important not to let special events pass by unnoticed. Celebrating birthdays, promotions and work anniversaries can improve your team morale and make your staff feel valued. 

The Milestone feature allows you to set up an automated recognition post for an employee's birthday and/or work anniversary. Managers will receive a notification about these upcoming events and can then use this feature to schedule a Shout Out on their organisation's company feed.

Important

This feature only displays in platform if you have reporting employees, i.e. only an employee's primary manager can schedule a message to display on the company feed for these types of events. To read further information on how to enable Hero Dollars for an employee work anniversary or birthday, refer to the following article.

HR Best Practice

The employees' date of birth and start date drives this Milestone feature, so ensure your employee data is accurate and up to date to ensure milestones appear at the correct time.

Availability

HR Plan:   Free   Standard   Premium   Platinum
  User Access:   Employee   Manager   Admin

  This is the default access level, excluding any changes made via our Custom Security feature.

Getting started

Create a milestone post
  1. Click the   Dashboard menu.
  2. Click the Shout Out and Recognise your Peers button.
  3. Click the Manage Scheduled Messages button.
    Milestone_1.jpg
  4. Select the employee needs a massage scheduled.

    Helpful Tip:

    If there are no employees displayed, this means that there are no employees who have a work anniversary or birthday in the next eight days.

    Milestone_2.jpg
  5. Complete the following fields:
    • Date.
    • Time.
  6. In the text box, enter the desired message.
  7. Click the Schedule button.

    Important:

    Clicking the Schedule button will trigger the message to publish on your organisation’s company feed on the date you have chosen.

    Milestone_3.jpg
Add a reaction to a post
  1. Click the   Dashboard menu.
  2. Click the Emoji button.
  3. Click the desired emoji to add a reaction.
    Milestone_4.jpg
Add a comment to a post
  1. Click the   Dashboard menu.
  2. Click the Add a Comment button.
    Milestone_5.jpg
  3. Enter the required comment and click the Send button.

    Helpful Hint

    Typing @ into the comment field, followed by an employee's name, will tag that employee in the comment. Comments do not have a limit on the number of employee tags, so there is no limit to how many employees it can include.

    Milestone_6.jpg

Maintain

Edit a milestone post

Warning

You can not edit a milestone message once you have posted it on the company feed.

  1. Click the   Dashboard menu.
  2. Click the Shout Out and Recognise your Peers button.
  3. Click the Manage Scheduled Messages button.
    Milestone_1.jpg
  4. Click the employee who needs a scheduled message edited.

    Helpful Tip:

    There is a clock symbol displayed next to an employee that has had a scheduled message.

    Milestone_7.jpg
  5. Make the required changes and click the Schedule button.
    Milestone_8.jpg
Delete a comment from a post

Important

Any user can delete their own comment, while an admin can delete anyone's comment.

  1. Click the   Dashboard menu.
  2. Click the Comment button.
    Milestone_9.jpg
  3. Click the Three Dots button.
  4. Click the Delete button.
    Milestone_10.jpg
  5. Click the Delete Comment button.
    Milestone_11.jpg
Delete a milestone post

Important

Only an admin can delete a milestone post.

  1. Click the   Dashboard menu.
  2. Click the Three Dots button.
  3. Click the Delete button.
    Milestone_12.jpg
  4. Click the Delete Post button.
    Milestone_13.jpg

Author recommended

So you have now scheduled a milestone post on the company feed and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

  • HR Company Feed: Employee Shout Outs The shout Outs feature on the company feed allows you to post a public message to either your team or the whole organisation thanking a coworker for their help.
  • HR Company Feed: Employee Recognition This feature allows you to post a public message to the whole organisation showcasing a coworker who lives up your organisation's values and is the next level up from a shout out.
Was this article helpful?

Comments

0 comments

Article is closed for comments.