Date collection methods
There are 4 ways you can collect dates in Billy:
1. Auto collection
Referenced in the Add Billy to a channel section, you can enable Billy to automatically collect dates.
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Billy will then send friendly reminders to your teammates, as shown below:
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2. Excel import
For an Excel import, first download the template file from Billy for the intended channel:
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The Excel template includes columns for:
- ID (Slack user ID or email)
- Full name
- Display name
- Birthday month (1-12)
- Birthday day (1-31)
- Work anniversary month (1-12), day (1-31), and year (YYYY) if the work anniversary feature is activated.
Note: The ID column defaults to the Slack user ID, but emails can also be used.
After filling out the Excel file, upload it to Billy via the Messages tab:
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3. Manual notify
Click Notify X members
for the intended channel:
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This action will open a confirmation modal, reminding you of the number of members you are about to notify. It also shows which members have already been notified in the past 24 hours.
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Members will then receive a notification from Billy, requesting them to submit their birthdate.
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4. Manual edit
To manually edit a member's dates, click on the Edit events
button located in the Upcoming events 🗓️
section of the personal settings.
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Next, select the member whose dates you wish to edit:
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Finally, update the dates and click Save
:
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