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.
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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