The Work anniversaries template adds functionality that helps you celebrate an employee's time with your organization.
This template installs functionality and content already covered in other template articles:
The template adds the Nudge manager of the upcoming work anniversary one week before workflow:
The workflow triggers seven days before an employee's next anniversary date:
On this date, the employee's manager receives a nudge by email:
The manager can select the See more link in the email, which opens the nudge text in a modal window on the platform:
To see the employee's profile, select VIEW MORE, which opens their Profile page in a modal window:
The template also adds the On-the-day work anniversary nudges to employee and manager and award anniversary badges workflow:
The workflow sends emails to the employee and their manager to notify them of the special occasion and assigns a badge for the employee's profile.
Before you trigger the workflow, you need to create badges for work anniversary year milestones, we did this using the Badge cabinet template:
We designed the badges in Adobe Illustrator.
The titles you assign to the badges must match the titles in the workflow. As an example, our Third work anniversary badge matches the Create instance action of the workflow:
The workflow contains paths for one, two, five, 10, and 15-year anniversaries. In our example, we're following the third-year anniversary path.
When the workflow triggers, it sends an email to the employee to congratulate them on their work anniversary and prompt them to check out the new badge they have just been assigned:
Select See more, this opens the email content in a modal window on the platform:
Select VIEW MORE to open the profile page in a modal window and check out the new badge. The badge awarded by the workflow appears alongside any other badges the employee has on their profile page:
The employee's manager also receives an email:
Selecting See more opens the email in a modal window on the platform, where the manager is directed to check out a view-only version of the employee's profile page.
The template also adds the Increment years of experience for work anniversaries workflow:
The workflow triggers on the employee's anniversary date:
When the workflow triggers, one additional year is added to the Work anniversary years property:
To illustrate the change, we have added a Detail block to the Profile page, using the Work anniversary years property from the Person model:
This field updates when the work anniversary date is reached:
Tasks you can perform here: