Guide
We have an Employee management setup in Fibery. And we want to use Fibery to track teammates' birthdays 🎉
And for sure we want our HR's be warned in advance. In 7 days, for example.
We assume you have Employee database to track Employees. Check Employee Tracking template.
Step 1. Add birthday date and a clever formula
First, navigate to Employee database and add Birthday date field.
Then create a Formula field and copy into it the formula below (check Formulas Reference if you want fully to understand it 😅)
ToDays(Date(Year(Today()), Month(Birthday), Day(Birthday)) - Today()) = 7
The result of this formula will be a read-only checkbox, that is filled in automatically.
Name this formula field Is Birthday in 7 Days.
Step 2. Set Notification
Let's add a Notification. Navigate to Employee database and add a new rule. We need to set a Recurring Automation Rules
Set a Trigger like this:
If you have former employees and distinguish them with the Status field, add additional filter to the trigger - "Status is Active"
So you didn't receive notifications about employees that already left the company
Set an Action like this:
Here is it. Now interested users will receive notifications about upcoming birthdays.