# Birthday

### <span style="color: rgb(53, 152, 219);">**1. Overview**</span>

The Birthday feature automatically posts birthday wishes on the Feed when an employee’s date of birth is reached, helping teams celebrate and engage employees effortlessly.  
  
<iframe allowfullscreen="allowfullscreen" height="335" src="https://www.youtube.com/embed/M1VGN-PdsYc?si=jRj5Yc6E59sgBB9A" style="width: 601px; height: 335px;" width="601"></iframe>

### <span style="color: rgb(53, 152, 219);">**2. When to Use This?**</span>

- To automatically wish employees on their birthdays
- To improve employee engagement and morale
- To avoid manual birthday posts by admins or managers
- To create a positive and inclusive work culture

### <span style="color: rgb(53, 152, 219);">**3. Concepts**</span>

- **Birthday Post**: An automated Feed post triggered based on the employee’s date of birth.
- **Celebration Bot**: Publishes birthday posts automatically using configured messages and images.
- **Backend Setup**: Birthday messages and visuals are configured from Settings Centre.

### <span style="color: rgb(53, 152, 219);">**4. Setup Guide** **(**Admin Setup**)**</span>

##### <span style="color: rgb(53, 152, 219);">Step 1: Ensure User Details Are Available</span>

While creating or updating a user:

- Date of Birth must be entered.

Without the date of birth, birthday posts will not be triggered.

##### <span style="color: rgb(53, 152, 219);">Step 2: Configure Birthday Posts</span>

1. Go to **Menu → Settings Centre** [https://converse.bsharpcorp.com/celebrate/settings\_center](https://converse.bsharpcorp.com/celebrate/settings_center)
2. Under **Engagement Setup**, click **Birthdays** [https://converse.bsharpcorp.com/celebrate/birthday\_setup](https://converse.bsharpcorp.com/celebrate/birthday_setup)
3. Select one or more **default birthday messages**
4. (Optional) Add a **custom message**
5. Select a **graphic/image**
    
    
    - Or upload a custom image
6. (Optional) Add **hashtags**
7. (Optional) Enable **notification to admin before birthday**
8. (Optional) Disable comments
9. Click **Save  
    ![](https://help.bsharpcorp.com/uploads/images/gallery/2025-12/embedded-image-hnigvlnu.png)**

### <span style="color: rgb(53, 152, 219);">**5. User View**</span>

- The birthday post appears automatically in the **Feed**
- Posted by the **Celebration Bot**
- Displays:
    
    
    - Personalized birthday message
    - Selected image or graphic
    - Reactions and comments (if enabled)  
          
        ![](https://help.bsharpcorp.com/uploads/images/gallery/2025-12/embedded-image-io3bueas.png)

### <span style="color: rgb(53, 152, 219);">**6. Reporting**</span>

Birthday posts can be tracked using Feed filters:

1. Go to **Feed**
2. Click **Filter**
3. Select **Activities → Birthday**
4. Apply additional filters if needed (date, tagged user, etc.)  
    ![](https://help.bsharpcorp.com/uploads/images/gallery/2025-12/embedded-image-2rrgyxol.png)

### <span style="color: rgb(53, 152, 219);">**7. Best Practices**</span>

- Ensure date of birth is captured during user onboarding
- Use friendly and positive birthday messages
- Keep comments enabled to encourage team wishes
- Use admin notifications to stay informed in advance

### <span style="color: rgb(53, 152, 219);">**8. Troubleshooting / FAQs**</span>

**Q: Can I edit a birthday post after it is published?**  
No. Birthday posts cannot be edited once published.

**Q: Can multiple employees be tagged in a birthday post?**  
Yes.

**Q: What happens if the date of birth is missing?**  
The birthday post will not be created.

### <span style="color: rgb(53, 152, 219);">**9. Related Links**</span>

- [Feed – Posts](https://help.bsharpcorp.com/books/feed/page/post)
- [Settings Centre – Birthdays](https://converse.bsharpcorp.com/celebrate/birthday_setup)

### <span style="color: rgb(53, 152, 219);">**10. Version Notes**</span>

Last Updated: 24 Dec 2025

---<script src='//in.fw-cdn.com/30395390/222989.js' chat='true'></script>