HR Digest Notifications

HR Digest Notifications let you send automated email summaries of upcoming birthdays and work anniversaries to your HR team. You can configure the frequency, timing, and scope of each digest to match your organization's needs.

Setting Up an HR Digest

1. Navigate to the HR Home page in Salesforce.
2. In the Digest Configuration section, click the + button to create a new configuration.
3. Select the Type — currently, HR is available.
4. Choose a Team to receive the digest (e.g., "HR Germany").
5. Set the Frequency:
   • Daily — specify the send time
   • Weekly — specify the day of the week and send time
   • Monthly — specify the day of the month (1–28) and send time

6. Choose what to include:
   • Birthdays — upcoming employee birthdays within the digest period
   • Anniversaries — upcoming work anniversaries within the digest period
7. Toggle Active to enable the digest.
8. Click Save.

Once saved, the system automatically calculates the next scheduled run based on your frequency and send time settings. The digest respects your organization's time zone.

Using Employee Segments

You can scope each digest to a specific group of employees using employee segments. This is useful for organizations with multiple locations or legal entities.

1. After creating a digest configuration, click Edit Segments.
2. Define segment criteria (e.g., Location = "Amsterdam" or Entity = "Germany GmbH").
3. Save the segment.

You can create multiple digest configurations with different segments. For example:

Digest	Team	Segment	Frequency
Germany HR Digest	HR Germany	Location: Germany	Weekly (Monday)
Austria HR Digest	HR Austria	Location: Austria	Weekly (Monday)
All Company Digest	People Team	All employees	Monthly (1st)

What's in the Digest Email

Each digest email includes a summary of upcoming events based on your frequency setting:

• Daily digest — events happening today
• Weekly digest — events in the upcoming week
• Monthly digest — events in the upcoming month

The email lists employees with upcoming birthdays and work anniversaries, so your HR team can plan celebrations or send congratulations.

Managing Digests

You can manage all your digest configurations from the HR Home page:

• Edit — change frequency, timing, team, or included content
• Activate/Deactivate — pause a digest without deleting its configuration
• Delete — remove a digest configuration entirely

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Start with a weekly digest to get a feel for the content, then adjust the frequency based on your team's preferences.