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Engagement

Birthday Milestone Reminder

RemindersBirthdaysMilestones

Installing this workflow tells Sense to watch for employees hitting the milestone birthdays you've chosen, such as turning 30 or 50, and let your chosen recipients know it's coming up, so milestone birthdays get marked properly.

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How it works

Set your milestone birthday ages then let Sense flag them

  1. To use the Birthday Milestone Reminder workflow, simply choose the key birthday ages you want to mark and who should be told.

  2. Then, every day, Sense checks whether an employee's upcoming birthday matches one of those milestone ages.

  3. If it does, then your chosen recipients get an email and a Sense task naming the employee and the milestone they're about to reach, so it can be celebrated properly.

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Common questions

What kicks this workflow off?

An employee's upcoming birthday matching one of the key milestone ages you've configured.

Who gets notified?

Whoever you choose, such as admins or managers. The recipients are configurable.

Can we choose which birthdays count as milestones?

Yes. You set the specific key birthday ages this workflow watches for, along with recipients and how tasks are assigned.