Overview
Automatically sends birthday wishes to employees and notifies HR admin daily via configurable email templates.
Key Features
- Configurable birthday email template for employees
- Daily scheduled action to check for birthdays
- Creates To-Do activity for HR Admin on employee record
- Sends notification email to HR Admin
- Handles leap year birthdays (Feb 29 celebrated on Feb 28 in non-leap years)
- Minimal footprint - no new database tables
- Enable the feature
- Select the email template for employee birthday wishes
- Choose the HR Administrator who will receive notifications
Extends Existing Models
hr.employee
Adds actions: cron_send_birthday_wishes
res.company
Adds 3 fields:
Birthday Notify Enabled (Boolean)
Birthday Template (Many2one)
HR Admin (Many2one)
Scheduled Automations
- Send Birthday Wishes — runs every 1 day