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Learn how to create and manage birthdays.
Under the Admin Center, there is an option to set the Birthdays. Based on the setting, each employee can receive a certain amount of points for their birthday. By setting up specific set of country/company code and/or org unit the entered value will apply for all members that belong in that combination of filters.
Login to JobPts -> Admin Center -> Celebrations -> Manage Birthdays -> Create New Birthday
To access and set the birthdays log in to the JobPts Admin Center. On the left-side panel, click on Celebrations and then Manage Birthdays.
Image: JobPts application - Manage Birthdays
On the following screen, you will see a list of defined birthdays for specific countries with additional preview of the following information:
- Country: The Country in which the birthday rules are applicable
- Company: Info regarding the company
- Org unit - Org Unit in which the birthday rules are applicable
- Modified by - The person who made the latest changes
- Modified date: Date when the latest changes occurred
To create new birthdays, click on the Create New Birthday button. In this section, you can define the following:
- Country : Select the Country in which the birthday rules are applicable
- Company Code: Select the Company Code in which the birthday rules are applicable
- Org Unit: Select the Org Unit in which the birthday rules are applicable
- Message: Email that will be sent to the celebrator. This email can be fully personalized by clicking on the Message button and then entering your own details. The email will be sent to the manager and the user that is having a birthday.
- Upload Certificate Image: When the service birthday is sent, the receiver of that birthday will also receive a certificate. This certificate will be displayed in the JobPts application under My awards in "Download Certificate". This certificate can also be shared via LinkedIn. You can upload new certificate image through this option.
- At the end, Save the changes you made.
Image: JobPts application - Create Birthday
If you would like to edit or delete defined birthdays, you can do so by selecting the Actions button for the specific birthday and clicking Edit or Delete from the drop-down menu.
Image: JobPts application - Edit / Delete Birthdays
You can Edit any of the birthday preferences by finding the rule, click on the three dots next to the Actions button and select Edit from the drop-down menu.
Within the Edit option you can change Points, Message, and the Certificate Image. After you make the necessary changes, click Save to update.
The Delete button allows you to delete the defined setup for the selected birthday. This action is irreversible.
If this article left your questions unanswered, please submit a Support Form, and we can clarify this topic.