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Employee birthday and milestone alerts

Purpose

1.1. Automate employee birthday and milestone alerts to boost staff morale and foster a positive workplace culture in Finnish restaurants.
1.2. Ensure no important employee date is missed by automating notifications for birthdays, anniversaries, and tenure milestones.
1.3. Automating such alerts streamlines management oversight, enabling prompt celebrations and recognition in busy food & beverage environments.

Trigger Conditions

2.1. When an employee’s birthday matches today’s date in the HR database.
2.2. When work anniversaries (1 year, 5 years, 10 years, etc.) are reached based on start date.
2.3. When additional custom milestones (e.g., completion of onboarding, promotion dates) are logged in employee records.
2.4. When new personnel are added to the staff database, initiate automated date tracking.

Platform Variants


3.1. Twilio SMS
• Feature/Setting: Automate SMS alert using Twilio API (`Messages API` — POST `/Messages.json` with staff phone numbers, message body template).

3.2. SendGrid
• Feature/Setting: Automate email alert using SendGrid Email API (`Mail Send` endpoint — automate template with employee and milestone data).

3.3. Slack
• Feature/Setting: Automate Slack channel message with Birthday Bot via Slack `chat.postMessage` API.

3.4. Microsoft Teams
• Feature/Setting: Automate scheduled chatbot announcement in Teams using `Incoming Webhook` connector.

3.5. Google Calendar
• Feature/Setting: Automate new recurring event for each milestone via `Calendar API - Events: insert`.

3.6. Outlook 365
• Feature/Setting: Automate calendar invite for milestones using `Create event (V4)` through Graph API.

3.7. Zoho People
• Feature/Setting: Automate notification via Zoho `Reminders` API or `Workflow` automation settings for employee records.

3.8. BambooHR
• Feature/Setting: Automate milestone reminders using `Automated Workflow` to send emails or notifications on date triggers.

3.9. SAP SuccessFactors
• Feature/Setting: Automate milestone alerts via Integration Center — schedule automated email or internal notification.

3.10. Workday
• Feature/Setting: Automate notification by configuring `Business Process` alert on employee date fields.

3.11. Salesforce
• Feature/Setting: Automate milestone workflow using `Process Builder` to trigger email or task on matching employee date.

3.12. HubSpot
• Feature/Setting: Automate internal notification via `Workflows` for custom employee properties with milestone dates.

3.13. Asana
• Feature/Setting: Automate task assignment or alert using `Rules` — trigger when custom field date matches today.

3.14. Trello
• Feature/Setting: Automate board card creation or notification via `Butler Automation` when a date custom field matches.

3.15. Monday.com
• Feature/Setting: Automate birthday/milestone pulse creation using `Automations Center` — trigger based on date column.

3.16. Notion
• Feature/Setting: Automate reminder via database property date using `Notion API` to push notifications.

3.17. Google Sheets
• Feature/Setting: Automate script (Apps Script: `onEdit` or `trigger: time-based`) to email or alert when date matches.

3.18. Zapier
• Feature/Setting: Automate workflow to trigger downstream alert action on matching event dates in data source.

3.19. Airtable
• Feature/Setting: Automate email or SMS with `Automations` — trigger when a record’s milestone date field is ‘today’.

3.20. GMail
• Feature/Setting: Automate draft/send of email via GMail API (`Users.messages.send`) for milestone templates.

Benefits

4.1. Automation ensures every employee’s special date is recognized without manual tracking.
4.2. Automating alerts reduces managerial workload and decreases risk of overlooked milestones.
4.3. Automated, timely recognition improves staff retention, engagement, and satisfaction in hospitality.
4.4. Customizable automation accommodates various Finnish restaurant-specific staff celebration cultures.
4.5. Cost-efficient automation solution; scales without increasing HR resources.

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