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Configure HR Digest Notifications

Send HR teams an automated email summary of upcoming employee birthdays, work anniversaries, and absences. Configure each digest on HR Home or in HR Admin with its recipients, schedule, content, and employee segment.

Who can use this?

Salesforce users with the HR_Manager custom permission. HR Home shows the Digest Configurations card only to these users.

Create an HR digest​

  1. In Salesforce, open HR Home. You can also open HR Admin → Notifications → Digests, which lists the same digests.
  2. Click Add new configuration. On HR Home, it's the + icon on the Digest Configurations card.
  3. Under Digest Type, select HR.
  4. Under Team, select the recipient team, such as HR Germany.
  5. Under Frequency, select Daily, Weekly, or Monthly.
  6. Configure the schedule for the selected frequency.
  7. Select the content: Include Birthdays, Include Anniversaries, Include Absences, or any combination. Birthdays and anniversaries are selected by default; absences are not.
  8. Enable Active.
  9. Click Save. flair schedules the next run from the selected send time.

New Digest Configuration form on HR Home with Digest Type, Team, Frequency, Day of Week, Send Time, the personal data notice, content checkboxes including Include Absences, and Active

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Everyone in the selected team receives the digest and sees the personal employee data in it: names, birthdays, work anniversaries, and, with Include Absences, absences with their category, such as sick leave. Choose a team that is allowed to see this data.

The frequency controls these schedule settings and email periods:

FrequencyScheduleEvents in the email
DailySelect a send time.Events today and tomorrow.
WeeklySelect a weekday and send time.Events from today through the next 7 days.
MonthlySelect a day from 1 through 28 and a send time.Events from today through the next 30 days.

Limit a digest with an employee segment​

Use an employee segment to limit a digest by criteria such as location or entity.

  1. On the Digest Configurations card, find the saved digest.
  2. Click Edit segments.
  3. Define the criteria, such as Location = Amsterdam or Entity = Germany GmbH.
  4. Click Save.

Segments dialog for an HR digest, set to add current and future employees by location, department, and team

You can create multiple configurations with different segments:

DigestTeamSegmentFrequency
Germany HR DigestHR GermanyLocation: GermanyWeekly on Monday
Austria HR DigestHR AustriaLocation: AustriaWeekly on Monday
All Company DigestPeople TeamAll employeesMonthly on the first day

Review the digest email​

The email, with the subject HR Digest - Upcoming Events, lists employees with birthdays and work anniversaries in the period determined by the frequency. With Include Absences, it also lists the approved absences of the covered employees that overlap that period, with the employee, absence category, and dates.

HR digest email listing upcoming birthdays and work anniversaries

Manage HR digests​

On HR Home, you can manage every saved digest:

  • Edit changes the digest type, team, frequency, schedule, or included content.
  • Turning off Active in Edit pauses a digest without removing its configuration. Turn it on again to resume.
  • Edit segments changes which employees the digest covers.
  • Delete removes the digest configuration.