---
title: Birthday announcements
slug: birthday-announcements
description: Slack actions
docTags: 
createdAt: 2022-08-04T19:48:28.000Z
---

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.

:::hint{type="info"}
To enable sending announcements to Slack, you must install the Slack app. [Learn more.](https://docs.charthop.com/slack)



ChartHop Basic customers can enable/disable birthday and anniversary announcements but cannot edit their configuration. [Learn more.](https://docs.charthop.com/birthday-announcements#1CUQW)
:::

### 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:

1. From the left sidebar, select **Apps & Bundles**.
2. From the sub-menu, select **Bundles**.
3. Select the **Availible Bundles** tab.&#x20;
4. Scroll to the **Birthday announcements** bundle.
5. 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.](https://docs.charthop.com/carrot-reference)

![Action](https://api.archbee.com/api/optimize/CXAjUAezd9VEEVQBIYmdw/uOKsa2ZSEcguYAGd6vR2P_action.png)

Separate announcements are sent for each employee's birthday according to the parameters you set..&#x20;

To configure birthday announcements:

1. From the left sidebar, select **People Ops Tools**.
2. From the sub-menu, select **Automated actions**.
3. Select **Edit&#x20;**&#x66;rom the row menu (⋮) on the left side of the Birthday announcements row.
4. In the **Edit** dialog, use the **Text** field to customize the information included in the announcement.&#x20;
   - Below is an example of how the default announcement displays in Slack:

::Image[]{alt="Default announcement format in Slack" src="https://api.archbee.com/api/optimize/CXAjUAezd9VEEVQBIYmdw/_oxPXAvr4Hg18k3TJ4uWO_birthdayannounce.png" size="100" width="1320" height="348" position="flex-start" showCaption="false" indent="3"}

5. 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.
6. Select **Save**.

### Testing Birthday announcements

You can test how your birthday announcements look and where they are sent.

1. From the left sidebar, select **People Ops Tools**.
2. From the sub-menu, select **Automated** **Actions**.
3. Find the action for the Birthday announcements action.&#x20;
4. Select Run… from the row menu (⋮) on the left side of the Birthday announcements row.
5. In the Run action dialog, select a person to send an announcement to. This person can verify if they receive the announcement as expected.
6. Select **Run**. The announcement is sent immediately to the person you selected.

### Disable announcements

You can disable announcements at any time.&#x20;

1. From the left sidebar, select **People Ops Tools**.
2. From the sub-menu, select **Automated** **Actions**.
3. Move the slider in the **Active** column to the grayed out position.&#x20;

::Image[]{alt="Disable an announcement action" src="https://api.archbee.com/api/optimize/CXAjUAezd9VEEVQBIYmdw/44h8230JyC4b6uza3iRv__anniversary-disable.png" size="50" width="736" height="342" position="flex-start" showCaption="false"}

:::hint{type="info"}
[Packages](https://www.charthop.com/pricing/)**:&#x20;**<font color="#a9a9a9">Basic</font> <font color="#000000">|</font> <font color="#000000">**Headcount Planning** | </font><font color="#000000">**Compensation Reviews** | </font><font color="#000000">**Performance** | </font><font color="#000000">**Engagement** </font>
:::

:::hint{type="info"}
﻿﻿[Roles](https://docs.charthop.com/user-roles-and-permissions): Technical owner | Owner&#x20;
:::

