How do I add a calendar event or calendar milestone (including custom events)?

  • Click on the “Organization”>>"Organization Settings"
  • Click on the "Calendar Milestones and Events" tab
  • Click on "+ Milestone"
  • Fill in the required details and click on “Save milestone”

  • If you want, you can send the employees an automated email message wishing them on their birthday or work anniversary. Select "Yes" for the question "Would you like to send an auto-mailer to employees on this day?" and then fill in the sender name & email, CC & BCC emails. (Note: This is available only for birthdays & work anniversaries.)

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