Overview
Birthdays are easy to forget in a busy company, and a missed one quietly dents employee morale. This module runs a daily background job that checks every active employee's birthday and, on the day, automatically emails them a branded birthday message, books a To-Do activity for the HR Administrator, and sends HR a notification email so the team can celebrate in person. It is configured entirely from the Employees settings page, works across multiple companies, and even handles February 29 birthdays by celebrating them on February 28 in non-leap years.
Key Features
- Sends a polished, branded birthday email to each employee automatically on their birthday.
- Runs as a daily scheduled job (cron) at 5 AM, so no one has to remember or trigger anything.
- Notifies the HR Administrator with a dedicated reminder email for every employee birthday.
- Creates a To-Do activity on the employee record assigned to the HR Administrator to prompt a personal celebration.
- Configured per company from Settings, with an enable toggle, employee email template, and HR Administrator picker.
- Supports multiple companies, processing each company's birthdays with its own template and admin.
- Handles leap-year birthdays by celebrating February 29 employees on February 28 in non-leap years.
- Restricts the HR Administrator selection to users in the HR Manager group for safe configuration.
- Falls back to a basic notification message and posts a warning on the record when an email cannot be sent.
- Adds no new database tables and writes detailed logs for easy troubleshooting.