Location Admin Training 7: Send Leave Summaries and Birthday Messages to Your Team (Slack)

Keep your team up to date without opening the dashboard. Send a daily or weekly summary of who's off, or birthday messages.

Create a Daily or Weekly Summary

1. In the left-hand menu, under Team & Approval Flows, click Team Notifications.
2. Click New Notification and choose Daily/Weekly Notifications.
3. Enter a Notification Name and, optionally, filter who it includes by Location, Department or Label.
4. Set the Frequency, Send on days, Time and Time zone.
5. Under Send via, choose Channel and pick the Slack channel (public or private), or choose Email. You can add several email recipients, but only one channel per notification.
6. Choose how to Group leaves by, what to do If No Upcoming Leaves, and the Language.
7. Read the Summary, then click Create Notification.

Create a Birthday Message

1. Click New Notification and choose Birthday Notifications.
2. Enter a name and choose who it applies to.
3. Set Send at, Send via and the language.
4. Click Create Notification.

Check It Worked

The notification is listed on the Team Notifications page with its switch on.

Common Questions