Purpose
Cleary celebrations are a great way to celebrate employee milestones through crowd-sourced virtual greeting cards!
Set Up
There are two different types of Cleary celebration cards, each triggered from user fields. These fields can be found by navigating on Cleary to Admin → Users and then searching for a user’s profile.
Work Anniversary
These cards are triggered from an employee’s Start Date, under Basic Information.
Birthday Cards
These cards are triggered based on the user’s birthday, found under Personal Information.
Notifications
A week before the birthday or work anniversary, a notification appears for any employee who is following the user who has an upcoming celebration, prompting them to sign the card, with the option of adding a gif, image, video or audio!
A day before the celebration, employees will receive another reminder notification if they have not yet signed the card.
Finally, on the day of, a notification will be delivered either once again asking an employee to sign the card, or to view all the messages from their colleagues.
By default, followers will include the user’s manager, their direct reports, and those who clicked the Follow button on that user's profile. Followers get email notifications about celebrations.
Peers in the org chart, or any colleagues reporting to the same manager, are also default followers but only receive notifications in their feed.
You can follow additional employees by heading to the user’s profile and clicking the Follow button:
On the morning of the celebration, the recipient will receive the wall of love from their colleagues!
In addition, if one loads the profile of the birthday employee between a week before and the day of their birthday, balloons and a special banner will appear, prompting them to sign the birthday card!
Notification Settings
If employees would prefer not to have their birthdays celebrated in Cleary, they can opt out by clicking their profile on the top right of Cleary, clicking Settings, then disabling Coworkers can be notified about my birthday under the General tab in Notification Settings.
This is also where you can adjust your preferred notification channel, where you can choose to receive Slack or Email notifications for colleague celebrations.
You can also adjust and add employees you’re receiving celebration notifications for under Notification Settings:
Lastly, you can navigate to the Celebrations tab to customize how often you receive notifications related to your celebrations:
Social Share Capability
Now, employees have the ability to share their signed Celebration Cards on social media.
From your Profile, click on Celebrations.
Access the card by clicking on View all celebration messages ✨
Within the card, click on Share the ❤️
Safely share your Celebration Cards on socials without revealing any private details. (When sharing a card publicly, it won't display any private information like names, comments, and reactions.)
See how the card will appear when shared on social media by clicking on Preview.
Select the social media platform where you'd like to share your card by clicking on the corresponding option
Reply Feature on Cards
Show appreciation to your coworkers by responding to their greetings with a sincere message of thanks.
Within the card, click on Say Thanks 🙏
Enter your personalized message for your colleagues, then click on Send
You'll receive a confirmation message indicating that your message has been sent, along with the option to share the card on your social media accounts.
Your message will also be displayed within your card.
Creating Custom Celebration Cards
From the Homepage, click “People” tab, then navigate to “Celebrations”
On the Celebrations page, you’ll see templates for a few selected occasions. To create a card from scratch, go to “ + New Card” in the top right corner. From there, you can design your card.
First, choose an occasion. You may choose a template from the drop-down menu or choose Custom at the very bottom.
Note: you’ll see these template suggestions again after the card is created!
Next, select the recipient of the card by typing their name in the search box.
Lastly, select the Delivery Date, which can be either the present or a future date.
Note: People who follow the recipient will be invited to sign the card automatically, but the recipient will not be notified until the card is delivered on the specified delivery date.
Click “Create and Customize Card”.
Designing Custom Celebration Cards
Once the card is created, it can still be further customized. In the example above, we chose a Custom Card, so it has to be designed manually.
If the card was made using a template, it comes pre-designed, but it can still be customized. Here’s how the card would look like if created from a template:
Ways to Customize the Card
Here’s a list of the many ways we can customize a card:
- Cover Image + custom message
- Manually change, reposition or remove a cover image and add a custom message
- Select a template (see Item #3) - Add animation effects the recipient will see when opening the card
- Add Templates
Feel free to Invite Others to sign the card, or, click Exit to exit the edit view of the card.
You’ll see the cards you’ve created on the Celebrations page, along with cards you’ve been invited to sign and have already signed.
FAQs
Q: When are employees able to sign celebration cards with gifs?
A: New employee, work anniversary, and birthday celebration cards are available to be signed the week before the celebration, and up to one week after!
Q: Why couldn't I see a birthday card for a specific individual?
A: This is because the employee has opted out of public recognition. When employees do this, the Admins can see this label on the employee's Personal Information.
Q: Do you automatically start following anyone you’ve signed a celebration card for?
A: Yes, we automatically start following anyone when we sign their celebration card.