Reminders or worfklows triggered by employee age

Hi @a.kmiotek and @HRJoy,

When it comes to set up a birthday reminder, meaning that the attribute Birthday is being used, the frequency is automatically set to yearly.

📎 Create reminders for anniversaries and birthdays

Currently, it is not possible to set up the birthday reminder every few years, or based on a certain value (e.g. when someone turns 40 or 50).

As a workaround, you can create a new custom attribute by going to Settings > People > Employee information > Add an attribute > Date type of attribute, and name it, for example, Date of birth - optionally, you can decide to hide the year from public view:

The system birthday report will help you check annually for special birthdays, since people with access to this report will be able to check the age and year of birth of all your employees, even if you decided to hide the year from the public view.

Thanks to the newly created Date of birth attribute, you can set up a new reminder (which won’t be automatically repeated annually) at the beginning of every year, only for employees turning a certain age.

For example, going to Settings > People > Employee roles > Administrator > Reminders, you can create a new role reminder as follows:

📎 Create reminders

I would encourage you to send your idea to create reminders for special birthdays through the new ‘Give feedback’ feature directly in your Personio account. Submissions will be forwarded directly to the relevant product teams. You can find more information in this community post.

If there is an update in this area, you will be informed through our Personio Product Updates or via an in-app notification.

I hope this helps!

Cheers,

Valentina 🍁