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Within the notifications menu item create Staff Milestone Notification. This will give you a notification via email or within Astalty for when a team members birthday is coming up. This is informed by the staff employment commencement date that you can add to their user profile.
Prerequisites
Before enabling Notifications you should ensure you have updated your team's employment start date on their profile. You can find out how to do this through our user guide article here.
Within the Staff Milestone Notification screen you can select 'Create Notification' to start the process of creating a Milestone Notification.
After selecting the 'Create Notification' button you will see a screen similar to the one below, prompting you to select the configuration of the notification.
The first configuration you will need to set up is the reference date. This outlines the reference for which you will receive the notification. You can select either the employees Start Date or the Anniversary of their employment
The options for this notification option depend on the selection in the previous reference option;
If you have selected Start Date as the reference you will have the following selections;
Days after Start Date
Weeks after Start Date
Months after Start Date
If you have selected Anniversary Date as the reference you will have the following selections;
On The Day
Days before their Anniversary
Weeks before their Anniversary
Months before their Anniversary
Once you have selected the period unit, you can then select the period for the notification as well.
Following the time period you will be prompted to write the content for the email notification. Here you can make full use of the tool bar.
In this section you will select what user group (premium).
Or user(s) to receive this notification.
Following this you will have to select the notification type, if you would like this notification to be sent via email, within Astalty, or both!
Once you have created a Staff Milestone notification, you can then edit the notification by clicking the 3 dots to the right of the entry. Once you do this you will see the 'Edit' option. If you select this you will be brought to the notification configuration screen.
