Staff birthday and work anniversary reminders

Summary

RosterElf enables users with Admin, Manager, or Assistant Manager roles to enhance team engagement and acknowledge employee milestones.

By setting up an Anniversary widget on their dashboard, users can stay informed about:

• Staff Birthdays: Recognising birthdays helps foster a culture of appreciation and may be crucial for updating employee awards based on age.
• Work Anniversaries: This feature ensures that managers remember to celebrate each employee's annual work anniversary.

How to Setup

Step 1: Update Employee Records

First, ensure that employees' Date of Birth and Employment Start Date are accurately recorded in the Staff section of your RosterElf account.

Step 2: Activate the Anniversary Widget

To enable the Anniversary reminder:

Navigate to your Dashboard and click the “+ Widget” button located at the top right corner of the screen.

In the pop-up window, select the “Anniversary” widget, then click “OK” to confirm.

Step 3: Utilise the Anniversary Widget

With the widget added to your dashboard, you can now monitor upcoming staff birthdays and work anniversaries.

The widget categorises the dates into:

• This Month: Shows current month’s events.
• Archived: Lists events from the previous month and earlier.

This straightforward setup ensures that no important date goes unnoticed, contributing to a positive and inclusive workplace culture.