Work Anniversary Reminders

AnnMarie

I am using the following formula to calculate an employee's tenure =(TODAY() - [Start Date]@row) and an accompanying workflow set to run each day to send a reminder when the formula reaches 365 days, 730 days, etc. The issue I am having is the workflow is sending the same message on multiple days but I thought it would only send once. Is there an easier way to do this or how would I fix the workflow? Thanks!

Ipshita

Hi @AnnMarie ,

from the automation workflow, choose "Trigger when a date is reached" - Run Once - on the column where you have the formula for the date calculation and use the following condition. You can then set it up to send an alert to a person, or a slack channel or whichever way you want. Try this and let me know what results you are getting -

AnnMarie

Hi @Ipshita , I am looking for the workflow to be run every year after their start date, so I do not believe the "when a date is reached" workflow would work here.

Ipshita

Hi @AnnMarie ,

Yes, this workflow would work in your case because this would run every time the "date column" where you have the calculated formula for 365 days, 730 days and so on is met as the column is your range for the automation and the criterion is the number of days being calculated. You want the automation to run every time an employee completes 365 days in the company so this formula would take care of that. The workflow is dependent on the condition you specify.

Alternately, you can also try When rows are added or changed, and from the Any field, pick the date column where you have the formula, use the same condition as shown above and run it. That way, your automation would run for all new line items added, check for the corresponding date column for 365 days, for example, and return the value in the Action for the desired notification - you can ask it to alert someone (maybe you or the employee who just completed the 365 days..)

Hope this helps!!

Cheers!!