Birthdays & Anniversaries

This guide is designed to walk you through the setup, management, and utilization of the Birthdays & Anniversaries feature to elevate your workplace culture by celebrating important special dates directly within Spock.

Overview

The Birthdays & Anniversaries feature allows users to set birth dates and hire dates in their profile. Spock then calculates and automatically announces these special dates in the "Who is on leave" section in Slack, a dedicated "Birthdays and Anniversaries modal", in announcements, and in the Spock Dashboard.


Table of Contents

  1. Getting Started
  2. Privacy Settings
  3. Managing Birth and Hire Dates
  4. Viewing Announcements
  5. Troubleshooting

Getting Started

Prerequisites

  • Spock Professional Plan subscription
  • General Manager role to manage settings and permissions.

Enabling the Feature

The function is available if visibility of birthdays or anniversaries is enabled in Privacy Settings and Date of birth and Hire Date are filled in for the user.

Privacy Settings

General Managers can manage the visibility of Birthdays and Anniversaries:

  1. Go to Settings > Privacy.
  2. Find the Birthdays and Anniversaries Visibility settings.
  3. Toggle the visibility to ON or OFF for each as per your organization's privacy policy.
  4. Save your changes

When toggled OFF, birthdays or anniversaries will not be displayed in the designated places.

Managing Dates of Birth and Hire Dates

To set up or edit a user's Birth date and Hire date:

  1. Navigate to the user's profile in the "Work" tab.
  2. Fill in the Birth Date and Hire Date fields
  3. Enter the correct dates using the calendar picker.
  4. Save your changes.

You can also adjust other work information such as "Occupation Type", "Employee status", etc., in the same section.

Viewing Announcements

Birthdays and Anniversaries are announced in four places:

  • "Who is on leave" section in Spock Home in Slack: This section provides a convenient overview of team members who are currently on leave or away from work. Additionally, apart from listing individuals on leave, it also includes a daily digest naming upcoming birthdays and work anniversaries.


  • Birthdays and Anniversaries window in Spock Home: Dedicated section for displaying all birthdays and anniversaries. Not only can you view birthday and anniversaries dates, but you also have the option to filter them by month.

  • Announcements: In leave anoucements in Spock notifications (Morning Report).
  • Spock Dashboard: Birthdays and anniversaries are displayed in Calendar, member's profile and welcome page.

Troubleshooting

  • Issue: Birthdays and anniversaries are not being displayed.
    • Solution: Check if the Birthdays & Anniversaries visibility are toggled ON in Privacy Settings.
  • Issue: Incorrect dates are being announced.
    • Solution: Verify and correct the Birth and Hire dates in the affected user's profile.

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