Manage Service Anniversaries in JobPts

In this article you will learn how to celebrate employee milestones by automating and customizing work anniversary experiences.

Under the Admin Center, there is an option to configure Service Anniversaries for employees. Based on the setup, each employee can be rewarded according to their years of service—through points (converted into local currency), swag items, or a payroll award.

To access and set the anniversaries log in to the JobPts Admin Center. On the left-side panel, click on Celebrations and then Manage Anniversaries.

Image: Manage Anniversaries

On the following screen, you will see a list of defined anniversaries for specific countries and/or Org Units & Company Code.

To define new anniversary, click on the Create New Anniversary button.

Here you can select the following:

Country - Select the Country in which the anniversary rules are applicable.
Company Code - Select the Company Code in which the anniversary rules are applicable.
Org Unit - Select the Org Unit in which the anniversary rules are applicable.
Message - Email that will be sent to the celebrator.
This email can be fully personalized by clicking the Message button and entering your custom message.

You can edit the messages for each type of service anniversary: Monetary, Non-Monetary, User's Choice Gift, Swag Item and Payroll.

Image: Define Service Anniversary Message Modal
Enable SMS: If this functionality is enabled on the System Settings page in the Admin Center, users with valid phone numbers will receive SMS messages for their service anniversaries. Additionally, the administrator can choose whether the SMS should be sent to all employees or only to deskless employees.

*Note: Phone number validation ensures that the recipient's phone number has at least 9 digits (including the country code) and contains no special characters. If either condition is not met, the SMS will not be sent.

Anniversary Sender - You can setup the sender to be the Direct manager of the employee which will receive the anniversary reward or set a dedicated person by selecting the Anniversary president option.

Then click the New button to set your preferences.

Under Type, you can choose whether the anniversary will be non-monetary, monetary, swag, user’s choice, or a payroll award. If you select the non-monetary option, the system will not allow you to enter any point values.

Image: Create Anniversary Page

You can assign point values for each anniversary year. The corresponding number of years is configured on the left side of the screen.

In the example above, employees receive 0 points for their first anniversary (non-monetary award), 100 points for their 5th anniversary, and so on.

If you select the Swag Anniversary option, you will be able to choose an item from your custom products which will be linked directly with the service anniversary.

Image: Swag Items Modal

*Note: If you select the User's Choice gift type, you can click on Select Swag Item to choose multiple items. The recipient will then be able to select one of these items to redeem upon receiving their anniversary award.

Image: Select Anniversary Gifts Modal - Selecting Multiple Swag Options

Once all the details for the service anniversary have been completed, click Save to apply the changes.

How to Edit or Delete Defined Service Anniversaries:

To edit or delete a defined anniversary, click the Actions button next to the specific anniversary and select Edit or Delete from the drop-down menu.

By clicking the Edit button, administrators can modify the anniversary years and award preferences, customize the message, adjust the anniversary sender, and enable or disable SMS notifications. Once all changes are made, click Save to update.

The Delete button allows you to delete the defined setup for the selected anniversary. This action is irreversible.

When a service anniversary occurs, the user will receive both an email notification and an in-app notification.

Image: Application Notification

Clicking on the notification will redirect the user to the corresponding anniversary details under the ‘My Awards’ tile.

Image: My Awards - Received Recognition Details Page

If this article left your questions unanswered, please submit a Support Form, and we can clarify this topic.