Set up birthday-related tasks so they trigger shortly before milestone (even-numbered) birthdays.
If you’re using a task to prepare ahead of milestone birthdays (like 60), you might notice that setting it to trigger before the birthday doesn’t always behave as expected for even-numbered ages.
A simple workaround is to trigger the task after the previous birthday instead, so it still lands before the next milestone.
Here’s how to set it up:
Set the target age to the year before the milestone (e.g., 59 for a 60th birthday)
Configure the task to trigger after the birthday
Set the delay to 345 days
This means:
When the employee turns 59, the task will trigger 345 days later
That timing places the reminder about 20 days before their 60th birthday
The exact timing depends on the number of days you choose. For example, 345 days creates a reminder around 20 days before the next birthday, but you can adjust this to fit your needs.
In this example, the task is assigned to the employee’s manager, but you can customise the assignee based on your needs (for example, HR, a team member, or a specific role).
On the actual birthday, you can send wishes directly from Bob using the birthday widget on the homepage. For more details, see:
View colleague's birthdays and send birthday wishes:
If you’re setting up multiple milestone birthdays, you can repeat this pattern:
19 → for 20th birthday
29 → for 30th birthday
39 → for 40th birthday
49 → for 50th birthday
59 → for 60th birthday
This approach avoids inconsistencies with even-numbered age calculations while still giving you enough time to prepare for the milestone.