This article will provide you with the steps to add recurring alerts for notes or documents. These recurring alerts are perfect for capturing birthdays and anniversaries.
Setting this up can be completed within the worker record note section.
Under the recurring reminders, you can set the frequency of the recurring alert, how many times you would like it to repeat, or indefinitely.
Once created, this will add this alert as an employee alert and create the note against the employee's file.
This will send through an email every year on the date selected in the recurring alert to any user subscribed to the employee alert subscription. This can be used for other frequencies of alerts, like monthly catch-ups, quarterly catch-ups, etc.