Birthday announcements

you can install the birthday announcements bundle to have birthday announcements automatically sent to the email address or slack channel you configure birthday and anniversary announcements are automatically included on the charthop home page to enable sending announcements to slack, you must install the slack app learn more charthop basic customers can enable/disable birthday and anniversary announcements but cannot edit their configuration learn more install the birthday announcements bundle bundles are packages of additional features with pre made forms, additional fields, and charthop notifications (depending on the bundle) to install the birthday announcements bundle from the left sidebar, select apps & bundles from the sub menu, select bundles select the availible bundles tab scroll to the birthday announcements bundle select install on the far right hand side of the table configure birthday announcements you can set up birthday announcements by configuring the charthop action installed when you installed the birthday announcements bundle you can customize when the announcement is sent and which slack channel to use when sending announcements you can also choose to send the announcement to a specific email or dm the person or person's manager with the birthday announcement for example, you can configure the app to send an email to a person's manager three days before their birthday by creating a custom filter ( birthday=today 3 ) and selecting person's manager in the send message to dropdown list you can use charthop's carrot language in custom filters learn more action s eparate announcements are sent for each employee's birthday according to the parameters you set to configure birthday announcements from the left sidebar, select people ops tools from the sub menu, select automated actions select edit from the row menu (⋮) on the left side of the birthday announcements row in the edit dialog, use the text field to customize the information included in the announcement below is an example of how the default announcement displays in s lack default announcement format in slack choose from the following options to customize how you want the announcements sent to use slack, select chat channel and then enter the name of the slack channel where you want to send the announcements be sure that the channel name starts with # by default, it is set to send to the #general channel to send to a particular email address, select email address and enter the email address where you want to send the announcement to send to the person, select person the announcement is sent in a direct slack message to the employee if they are not connected to slack, it sends an email to send to the person's manager, select person's manager the announcement is sent in a direct slack message to the person's manager if they are not connected to slack, it sends an email select save testing birthday announcements you can test how your birthday announcements look and where they are sent from the left sidebar, select people ops tools from the sub menu, select automated actions find the action for the birthday announcements action select run… from the row menu (⋮) on the left side of the birthday announcements row in the run action dialog, select a person to send an announcement to this person can verify if they receive the announcement as expected select run the announcement is sent immediately to the person you selected disable announcements you can disable announcements at any time from the left sidebar, select people ops tools from the sub menu, select automated actions move the slider in the active column to the grayed out position packages basic basic | | headcount planning headcount planning | compensation reviews compensation reviews | performance performance | engagement engagement roles technical owner | owner