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Milestones: How do I view Milestones of Team Members Birthdays, First Days, and Anniversaries on the Mobile App? (video)

Andrew -

Managers can view important dates for their Team Members on the Mobile App in a few places:

Milestones

  • The Milestones feature allows you to view Team Member’s milestones in a single calendar view.  This includes Birthdays, First Days, and Anniversaries.
  • To access Milestones at any time, follow this path:  Navigation Menu Manage/Milestones.
  • When viewing Milestones, note the following:
    • The Cake icon represents a Team Member’s birthday.
    • The Balloon icon represents a Team Member’s first day.
    • The Medal icon represents a Team Member’s anniversary.
  • Simply click on the calendar’s day to view the Milestones. 
  • Note: The calendar can scroll back 1 month and forward 1 year.  

 

Contacts 

  • The Contacts feature allows you to view Team Member’s milestones in the section called "Birthday and hired."

 

Manager's Home Screen

  • The Manager's Home Screen will display the number of birthdays and/or anniversaries in the 'Today' section when anyone has birthday or anniversary that falls within the time range set for 'Today.' You can click on the summary to display a list of people who are celebrating a milestone event.

For additional training regarding Milestones, please view the Overview & Basic Features eLearning Lesson

 

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