This article explains the setup for birthday email notifications for both birthday staff and direct supervisor/HR.
To understand the general business alert setup, refer to Setting up Business Alert.
1. Birthday staff receives email notification
2. Superior/HR receives an email on the birthday staffs
In this example, today is 13th Jan 2026. Birthday is 14th Jan 2026.
The trigger condition is 1 day before the birthday.
Note: Please ensure the relevant staff are selected, as the alert will only be triggered by them.
1. Birthday staff receives email notification
Email Type: Select "Individual";
Recipient: Choose "Trigger"
"The Test" whose birthday is on 14th Jan 2026 will receive this email on 13th Jan 2026.
The content below is what we set in the above "Email Body".
2. Superior/HR receives an email on the birthday staffs.
Email Type: Group
Recipient: Select Level 1 Supervisor (this will follow profile > employment > reporting to selections)
You may add HR personnel as recipients based on your company's operation.
With the above settings, an email will be sent to “The Test”, who is the direct supervisor of staff with birthdays on 14 Jan 2026.
We hope this clarifies the matter. If you require further assistance, do not hesitate to contact our support team.
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