How to schedule work anniversary gifts

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Work anniversaries are an important part of any company’s culture as they mark the continued dedication each employee has given to their position.

We understand the importance of employee recognition and we’ve made it easy to schedule a work anniversary gift so no one misses out on this special milestone!

Here’s how to do it.

How to schedule a work anniversary gift

1. Select the  Work Anniversaries  tab available in the left-hand navigation:

2. “Rules⚡” allow you to manage work anniversary gifts by scheduling them for every year or assigning them to a specific tenure. To create a rule, click on the “Create rule” button on the right-hand side of the screen.

3. A new rule will be automatically created for you. To edit the rule (you can edit the year, budget, image, title, message, or sender), click on the specific field and it will let you enter new information:

4. To set the rule to apply every year, click on the clock icon beside the year digit:

5. Click on the eye icon on the right side to preview your reward or click the red trash can to delete the reward:

Please note that any reward or gift that’s created after the date of an individual’s work anniversary will not be sent until the next year.

How to suggest a specific gift

Good news! You’re not limited to monetary work anniversary rewards and can also opt to schedule a specific gift instead! Here’s how to do it.

1. Find the specific anniversary rule that you’d like to add a gift to, and click on the blue gift icon beside the budget amount:

2. Browse through our curated gift selection and select a gift.

3. You can click on the gift again to preview your selection or click on the swap icon beside it to change it to a different product.

4. Click on the eye icon on the right side of the rule to preview the notification that will be sent out:

You can now send amazing gifts to celebrate your team’s work anniversaries!

How to personalize work anniversary gifts for specific employees

If you’d like to adjust work anniversary gifts for specific employees, you can do that through the calendar view at the bottom of the page.

To send personalized work anniversary gifts:

1. Find the employee’s name in the calendar and click on it.

2. This will open a pop-up for the specific person’s scheduled work anniversary gift. If that individual does not yet have anything scheduled, there will be an option to “Add rule”, that looks like this:

3. To make any modifications, you can click on the field that needs changing. This includes the monetary value for the reward, the display image, and the message that sends with the reward. You also have the option to add a gift instead of a monetary reward here:

This feature lets you personalize the work anniversary reward for each specific individual and ensures that the recipient receives something that will speak to them!

When you make a modification to an individual’s work anniversary reward, the modification will only apply to that individual.

A note on suggesting specific gifts

Please note that once you suggest a work anniversary gift to any employee, the budget that you’ve set will continue to apply.

If the employee chooses to swap their gift for another product in the catalog, they can choose something of equal or lesser value to the budget that has been set.

For example:

This work anniversary reward’s budget has been set to $30 but the suggested gift is valued at $10.

In this case, the employee can swap the gift for any product worth up to $30.

Other notable features

Within this feature, you will notice the various tabs at the top of the screen:

1. In "Notifications", you have the option to create an email reminder for an anniversary, as many days before as you'd like. You can alert all admins and managers here too!

2. Under “Missing Anniversaries”, you’ll find the employees that do not have a work anniversary date entered in their profile. You can enter the dates manually or upload a CSV to ensure nobody gets missed.

3. The “Recently sent” tab provides an overview of all the work anniversary gifts that have been sent out and whether the recipient has accepted them or not.

That’s all there is to it! Never miss a team member’s work anniversary again and enjoy personalized gifting for your entire team.

Please don’t hesitate to reach out to our support team if you have any questions about sending work anniversary gifts.