Send birthday and work anniversary wishes

See who is celebrating

1. Open your Dashboard. The This Week card shows today to 7 days ahead.
2. It lists Work anniversaries (1 year or more), Birthdays, New hires (past 7 days) and Documents expiring.
3. Click the gear on the card to choose what to show: Anniversaries, Birthdays, New hires and Documents, for Drivers, Employees or both. Employees includes your office staff logins.
4. Click a name to open that person's profile.

Send wishes

1. Next to a birthday or work anniversary, click Send wishes.
2. The button shows Sending, then Wishes sent. If it shows Try again, click it again.
3. The message is sent as a chat from your account. A driver gets it in Driver Messages. An office employee or staff member gets it in Employee Management > Messages.
4. The message wishes the person a happy birthday from your company, or thanks them for their years with your company.

Who can send, and how often

Only the fleet owner account can send wishes. Each person can get one birthday message and one anniversary message a year. Once sent, the button stays on Wishes sent. Nothing is sent by email.

The button only appears once your company profile is complete.

If a date is missing or wrong

Work anniversaries come from the start date. For an office employee, open Employees, click Edit employee and set Start Date on the Employment tab. For a driver, open the driver's profile, click Edit on the Licence & employment card and set Hire Date.

Birthdays use whichever date of birth is filled in: the Date of Birth on the employee form (Basic Info tab), the Date of Birth the driver saved on their own profile, or the Date of Birth entered in Add Driver. Fill in one of them and the birthday appears in the week it falls.

People who are no longer active, and drivers you set as inactive, are not listed.