Forum Discussion

ChrisDuarte's avatar
ChrisDuarte
Qrew Member
5 years ago

Monthly Hire Date Reminders

I table which lists my employees, and contains each of their hire dates. I want an automated email that sends a monthly report that contains all employees who's hire date falls within the following month. This will serve as a reminder for my leaders to complete the employees' annual performance appraisals.

Is this possible??

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Chris Duarte
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Formulas and functions
NotificationsEmail
  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    5 years ago
    You can make a formula checkbox field called [Anniversary is Next Month?]

    with a formula of 

    Month([Hire Date]) = Month(AdjustMonth(Today(),1))

    and filter a report where that is checked.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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