How to Set Up RosterElf's Anniversary Widget

RosterElf’s Anniversary Widget helps Admin, Manager, and Assistant Manager users enhance team engagement by celebrating important milestones. This tool enables you to keep track of staff birthdays and work anniversaries, fostering a positive workplace environment and promoting employee recognition.

Using the widget, managers can stay aware of upcoming birthdays and anniversaries, which contributes to a culture of appreciation. This guide explains how to set up and utilise the Anniversary Widget to ensure important dates are remembered.

1. Update Employee Records for Accuracy

Before setting up the Anniversary Widget, ensure all employee records are up to date. Accurate information on staff birthdays and work start dates is essential to receive accurate reminders.

Steps

1.1 Navigate to the Staff section of your RosterElf account.

1.2 Locate each employee's profile and ensure the Date of Birth and Employment Start Date fields are correctly filled out.

2. Activate the Anniversary Widget on Your Dashboard

After confirming employee details, enable the Anniversary Widget on your dashboard to receive reminders for staff birthdays and anniversaries.

Steps

2.1 On your Dashboard, click the + Widget button in the top right corner.

2.2 In the pop-up, select the Anniversary widget.

2.3 Click OK to confirm the widget setup.

3. Use the Anniversary Widget to Track Dates

With the widget added to your dashboard, you can monitor upcoming milestones effortlessly. The widget categorises events, making it easy to view current and past celebrations.

Steps

3.1 This Month: Displays events happening this month.

3.2 Archived: Shows events from the previous month and earlier.

The Anniversary Widget offers a straightforward setup, helping you acknowledge staff milestones and foster a culture of appreciation. This feature ensures no significant date is overlooked, contributing to a positive workplace culture.

FAQs on Setting Up RosterElf's Anniversary Widget

1. How do I update employee details for the Anniversary Widget?

To ensure reminders work correctly, update employee records by navigating to the Staff section in your RosterElf account. Open each employee’s profile and confirm that the Date of Birth and Employment Start Date fields are accurate.

2. How can I activate the Anniversary Widget on my dashboard?

Go to your dashboard and click the + Widget button in the top right corner. Choose the Anniversary widget in the pop-up, then click OK to add it to your dashboard for tracking birthdays and anniversaries.

3. What information does the Anniversary Widget display?

The Anniversary Widget shows upcoming staff birthdays and work anniversaries. It categorises events into This Month for upcoming dates and Archived for past celebrations, making it easy to keep track of important milestones.

4. Why is it important to keep employee records updated for the widget?

Accurate employee details, like birthdays and work start dates, are essential for the Anniversary Widget to send reliable reminders. This helps managers acknowledge milestones promptly, creating a positive workplace culture.

5. Can I view past anniversaries and birthdays on the Anniversary Widget?

Yes, the Anniversary Widget includes an Archived section where you can view events from previous months. This feature ensures that past milestones are recorded for easy reference.