Users | Show Users' Age on the To Do List

1) The birthday reminder
2) Turn on/off the age on the reminders at Organisation Level (all users)
3) Turn on/off the age on the reminders at User Level

 


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Home | The To Do List


 

1) Overview

The birthday reminder in Easy Employer notifies managers when an employee has a birthday. 

The age of a user on the birthday To Do List reminder can be turned on/off for the whole organisation or for a specific user(s).

 

2) Turn on/off the age on the reminders at Organisation Level (all users)

  1. Click Organisation.
    nav_org.png
  2. Click Settings.
    org_setts.png
  3. Click Rules.
  4. Under General Rules, scroll down to Other.
  5. Click Edit on the rule Show a user's age in the birthday reminder todo.
    org_sett_ruls_gen-ruls_bday.png
  6. Ticked = Yes / unticked = No.
    Click Save.
    org_sett_ruls_gen-ruls_bday_edt.png

 

3) Turn on/off the age on the reminders at User Level

  1. Click Organisation.
    nav_org.png
  2. Click Users.
    org_usrs.png
  3. Click the user (e.g., Joe Bloggs).
  4. Click Rules.
  5. Under General Rules, scroll down to Other.
  6. Click Edit on the rule Show a user's age in the birthday reminder todo.
    org_usrs_usr_ruls_gen-ruls_bday.png
  7. Ticked = Yes / unticked = No.
    Click Save.
    org_usrs_usr_ruls_gen-ruls_bday_edt.png
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