Hi, Would be great if when you logged into MYOB it would tell you if someone has had a birthday. ie a Juniors pay rate then needs to be changed. Very frustration when you find out a staff member ha...
Cards: Employee birthday notification
LaniOUP
Experienced Cover User
Can you please set up birthday reminders for employees?
Thanks
Lani
GDay53
5 years agoUltimate Partner
Welcome to the MYOB Community Forum, I hope you find plenty of useful information.
Alerts arevery easy to setup providing you have setup the Preferences correctly.
First check that everywhere there is a Contact log in the preferences that the preference box is ticked this turns on the Contact logs.
Then open up the employee card. Go to Payroll Details tab down the left to Personal Details and make sure you write down the birthday date.
Now go to the Contact Log tab - down the bottom new log entry.
When the new Contact log Entry box opens record the Birthday in the Notes area as "Birthday 1/1/78" whatever the birthday is.
At the bottom there is a Recontact Date enter a date as many day in advance of the birthday as you want as an example 7 days "24/12/19" and record.
You will now get a remnder in the Contact Alert area of the To Do List on the 24/12/19.
You can also use the same system to remind you of Apprentice's year changes etc.
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