Birthday

1. Overview

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.

2. When to Use This?

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

3. Concepts

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.

4. Setup Guide (Admin Setup)

Step 1: Ensure User Details Are Available

While creating or updating a user:

Date of Birth must be entered.

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

Step 2: Configure Birthday Posts

Go to Menu → Settings Centrehttps://converse.bsharpcorp.com/celebrate/settings_center

Under Engagement Setup, click Birthdayshttps://converse.bsharpcorp.com/celebrate/birthday_setup

Select one or more default birthday messages

(Optional) Add a custom message

Select a graphic/image

Or upload a custom image

(Optional) Add hashtags

(Optional) Enable notification to admin before birthday

(Optional) Disable comments

Click Save

5. User View

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)

6. Reporting

Birthday posts can be tracked using Feed filters:

Go to Feed

Click Filter

Select Activities → Birthday

Apply additional filters if needed (date, tagged user, etc.)

7. Best Practices

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

8. Troubleshooting / FAQs

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.

9. Related Links

Feed – Posts

Settings Centre – Birthdays

10. Version Notes

Last Updated: 24 Dec 2025