Work Anniversary announcements

You can install the Work Anniversary announcements bundle to have anniversary announcements automatically sent to the email address or Slack channel you configure.

This bundle is automatically installed for ChartHop Basic customers. Birthday and work anniversary announcements are included on the ChartHop home page automatically.

Bundles are packages of additional features with pre-made forms, additional fields, and ChartHop notifications (depending on the bundle).

To install the Work Anniversary announcements bundle:

1. Select Apps from the options (gear) menu in the left sidebar.
2. Select the All bundles tab.
3. Scroll to the Work Anniversary announcements bundle.
4. Click Install on the far right-hand side of the table.

You can set up Work anniversary announcements by configuring the ChartHop action installed when you installed the Work Anniversary announcements bundle.

You can customize when the announcement is sent, as well as 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 work anniversary announcement.

For example, you can set up an email to be sent to the HR team's email alias one week (anniversary=today-7) before the employee's anniversary.

You can use ChartHop's Carrot language in custom filters. Learn more.

Separate announcements are sent for each employee's work anniversary according to the parameters you set.

To configure anniversary announcements:

1. Select Actions from the Settings (gear) menu in the left sidebar.
2. Select Edit from the row menu (⋮) on the left side of the Work Anniversary announcements row.
3. 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 Slack:

   • 
     

     

     Default announcement template in Slack
     • 
       
• 
  
4. 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.
5. Select Save.

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

1. Select Actions from the options (gear) menu in the left sidebar.
2. Select Run… from the row menu (⋮) on the left side of the Birthday announcements row.
3. In the Run action dialog, select a person to send an announcement to. This person can verify if they receive the announcement as expected.
4. Select Run. The announcement is sent immediately to the person you selected.