Available for the following HR plan: Platinum
Available for the following user access levels: Employee , Manager , Admin
The Milestone feature allows you to set up an automated recognition post for an employee's birthday and/or work anniversary. Managers will receive a notification about these upcoming events and can then use this feature to schedule a Shout-Out on their organisation's company feed. Employees' date of birth and start date drive this Milestone feature, so make sure your employee data is accurate and up to-date to make sure milestones appear at the correct time.
Important
The feature only displays in platform if you have reporting employees, i.e., only an employee's primary manager can schedule a message for these types of events.
Getting started
Important
To be able to see and post about an employee's milestone, you will need to be a manager of the employee, and you will need to have permissions to see that employee's Personal Details tab in their HR file, which can be granted via Custom Security Settings.
- Click the Home menu.
- Click the Shout Out and Recognise your Peers button.
- Click the Manage Scheduled Messages button.
- Select the employee needs a message scheduled.
Helpful Tip:
If there are no employees displayed, this means that there are no employees who have a work anniversary or birthday in the next eight days.
- Click on the milestone and complete the following fields:
- Date.
- Time.
- In the text box, enter the desired message.
Helpful Hint
Not sure what to write? If you are on our Platnium HR Plan you can type a few points in, then click to have our AI help you generate a draft message. You will be able to refine the draft as you need before submitting.
- Click the Schedule button.
Important:
Clicking the Schedule button will trigger the message to publish on your organisation’s company feed on the date you have chosen.
Daily activities
- Click the Home menu.
- Click the Emoji button.
- Click the desired emoji to add a reaction.
- Click the Home menu.
- Click the Add a Comment button.
- Enter the required comment and click the Send button.
Helpful Hint
Typing @ into the comment field, followed by an employee's name, will tag that employee in the comment. Comments do not have a limit on the number of employee tags, so there is no limit to how many employees it can include.
Editing data
Warning
You can not edit a milestone message once you have posted it on the company feed.
- Click the Home menu.
- Click the Shout Out and Recognise your Peers button.
- Click the Manage Scheduled Messages button.
- Click the employee who needs a scheduled message edited.
Helpful Tip:
There is a clock symbol displayed next to an employee that has had a scheduled message.
- Make the required changes and click the Schedule button.
Removing data
Important
Any user can delete their own comment, while an admin can delete anyone's comment.
- Click the Home menu.
- Click the Comment button.
- Click the Three Dots button.
- Click the Delete button.
- Click the Delete Comment button.
Important
Only an admin can delete a milestone post.
- Click the Home menu.
- Click the Three Dots button.
- Click the Delete button.
- Click the Delete Post button.
ⓘ Don't have access to this feature? Contact our friendly sales team here if you’d like to upgrade your account to gain access to Milestone Recognition with Employment Hero today.
Explore related content
- HR Company Feed: Employee Shout Outs This feature allows you to post a public message to either your team or the whole organisation thanking a coworker for their help.
- HR Company Feed: Employee Recognition This feature allows you to post a public message to the showcasing a coworker who lives up to your organisation's values.
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