Create birthday email templates and automate birthday email notifications with ClayHR.

To set up this automation, you will need to do 2 things:

• Activate birthday email notification.
• Set up an email template.

 a. Activate the Birthday email notification

1. Go to the top right “Setup” Menu.
2. Click on “User And Employee Portal”.
3. Select submenu “Notifications”.  

• Activate the “Send Email Notification on Birthday” toggle.
• Activating the toggle will send birthday wishes to corresponding users at 10 am according to their time zone.
• If a birthday template is not defined, the default birthday notification would be sent.                    

• Set up an email template
• Go to the top right “Setup” Menu.
• Click on “Forms, Workflows & Templates”.
• Select the submenu “Templates”.  
• Click on the “Message Templates” link.
• Click on “New Template".
• Design birthday template by - a)Selecting Media type “Email”, and b)Setting System usage to “Birthday Notifications”. Selecting system usage will highlight the support variables that can be used in the email template.