This report allows you to easily see upcoming birthdays and anniversaries of your employees.
Click Reports.
Click Time off.
Click Birthdays & Anniversaries.
By default, it will list both birthdays and anniversaries for the next year, starting with the current month.
📎NOTE: Employees who chose to hide their full birth date details will not appear in the report.
You can filter it to just show birthdays or just show anniversaries. You can also filter to show the next two years.
📌TIP: Click Export to download the report to Excel.
Automating Report Generation and Delivery
Sage HR allows you to automate the generation and emailing of reports for employee anniversaries using the "Recipes" feature. To set this up:
Create a new recipe and set the anniversary date as the trigger.
Add actions to generate the relevant report or compile the required data.
Configure the recipe to email the report to selected recipients automatically.
Creating a Custom Report for Birthdays
If you need a custom report that includes specific details like employee names and dates of birth:
Go to Reports > Employee data > Custom reports.
Click New and provide a title for the report.
Select the fields you want to include, such as Employee full name and Date of birth.
Save the report.
To run the report, click the Play icon. To export it to Excel, click the Export icon.