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The Work anniversary trigger enrolls people in a per-person track at employment milestones. Use it for a recurring review or refresher training.

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Set it up

  1. Choose Work anniversary as the trigger.
  2. Select a Milestone frequency: monthly, quarterly, every 6 months or yearly.
  3. Optionally set how many days or weeks before or after the milestone to enroll people.
  4. Optionally limit the Number of milestones.
  5. Add filters and steps, then activate the track.
Milestones are counted from the person’s employment start date in Doozy. A connected HR system keeps that date up to date. For example, quarterly milestones for a July 1 start fall on October 1, January 1, April 1 and July 1. A limit of 3 includes only the first three milestones. Step send times use each enrolled person’s time zone. See Timing.