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Tracking Birthdays and Work Anniversaries

How to activate the Birthdays and Work Anniversaries report on your dashboard

The Birthdays and Work Anniversaries dashboard widget shows upcoming Birthdays and Work Anniversaries over the next 14 days.

How to add the Birthday and Work anniversary widget to your dashboard

  1. Access Workforce.com in a web browser by logging in at my.workforce.com

  2. Navigate to your dashboard and click Add Widget to open the Widget Library

  3. Locate the Birthdays & Anniversaries widget and click + Add to select which dashboard to add it to

How it works

The dates in the widget are based on the date of birth and employment start date on the Personal Details tab of each employee's profile in Workforce.com. Ensure that these fields are accurately filled out for all employees, as missing data will result in those employees not appearing in the widget.

Accessing a Complete List of Birthdays and Anniversaries For a full list of employee birthdays and work anniversaries, you can generate the Employee Information CSV report. This report includes the Date of Birth and Employment Start Date for every employee. Steps:

  1. Navigate to the reporting section of Workforce.com.

  2. Select the Employee Information CSV report from the available options.

  3. Download the report to view the complete data.


FAQs

What does the Birthdays and Work Anniversaries widget show?

The Birthdays and Work Anniversaries widget displays upcoming birthdays and work anniversaries for the next 14 days. It uses the Date of Birth and Employment Start Date fields from each employee's profile. For a complete list of all employees' birthdays and anniversaries, you can generate the Employee Information CSV report. Additionally, the new dashboard's Key Dates widget shows starters, leavers, and events, and there's also Staff → Tools → Birthday calendar.

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