How to create template for employee birthday and employment anniversary

On Carbonate, you can create templates for employee birthday and employment anniversary

Follow the below steps to implement the same in Carbonate:

Simply log in to Carbonate with your credentials.

Step 1
  • Click Settings
Step 2
  • Click More
Step 3
  • Select Company templates
Step 4
  • Click Add new template
Step 5
  • Tick the box Auto Trigger for employee events
Step 6
  • Select Employee Birthday
Step 7

Put a title/description 

Step 8
  • Create your message
Step 9
  • Click Save
Step 10
  • Click Add new template
Step 11
  • Select Employment Anniversary
Step 12
  • Put a title/description
Step 13
  • Create your message
Step 14
  • Click Save

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