Celebration App

Display employee birthdays, work anniversaries, and custom milestones on your digital signage to celebrate your team.

Overview

The Celebrations feature allows you to:

• Display employee birthdays
• Celebrate work anniversaries with years of service
• Show custom milestones and achievements
• Filter by office location
• Auto-rotate through multiple celebrants

Data can be imported from: - CSV/JSON files - Upload spreadsheets or data files - HR Integrations: - Workday - Sync from Workday RaaS (Report as a Service) - Charlie HR - Sync from Charlie HR API (OAuth) - BambooHR - Sync from BambooHR directory API - Google Sheets - Sync from a live spreadsheet (coming soon)

Adding a Celebration Source

1. From the Dashboard, find the Celebrations section
2. Click + Add Source

[SCREENSHOT: Dashboard showing Celebrations section with “+ Add Source” button]

1. Enter a Source Name (e.g., “Team Birthdays”, “Work Anniversaries”)
2. Select the Data Source type from the available tabs:
3. When selecting HR Integration, you’ll see sub-options:

CSV/JSON Upload

The simplest way to get started is uploading a file with your celebration data. We have a csv template for you to download and add your own data.

Supported Formats

• CSV - Comma-separated values (Excel export)
• JSON - JavaScript Object Notation

Required Fields

Optional Fields

Example CSV

name,occasionType,occasionMonth,occasionDay,occasionYear,department,location
John Smith,birthday,3,15,,Engineering,Los Angeles
Sarah Johnson,anniversary,6,1,2019,Marketing,New York
Mike Chen,birthday,11,22,,Sales,Los Angeles

Example JSON

[
  {
    "name": "John Smith",
    "occasionType": "birthday",
    "occasionMonth": 3,
    "occasionDay": 15,
    "department": "Engineering",
    "location": "Los Angeles"
  },
  {
    "name": "Sarah Johnson",
    "occasionType": "anniversary",
    "occasionMonth": 6,
    "occasionDay": 1,
    "occasionYear": 2019,
    "department": "Marketing",
    "location": "New York"
  }
]

Uploading Your File

1. Select the CSV/JSON tab
2. Click Choose File or drag and drop your file
3. Preview the imported entries
4. Click Add Source

Workday Integration

Sync employee birthdays and work anniversaries directly from Workday using RaaS (Report as a Service).

Prerequisites

Before setting up the Workday integration, you’ll need:

1. A Workday Custom Report configured to output employee data via RaaS
2. Integration System User (ISU) credentials with access to the report
3. The RaaS JSON URL for your custom report

Setting Up the Workday Report

Your Workday administrator needs to create or provide access to a custom report that includes:

Getting the RaaS URL

1. In Workday, navigate to your custom report
2. Click Actions → Web Service → View URLs
3. Find the JSON URL (ends with ?format=json or similar)
4. Copy the full URL

Example URL format:

https://wd5-services1.myworkday.com/ccx/service/yourcompany/reports/Employee_Report?format=json

Connecting Workday

1. From the Dashboard, click + Add Source in the Celebrations section
2. Select HR Integration tab, then choose Workday
3. Enter a Source Name (e.g., “Workday Birthdays & Anniversaries”)
4. Paste the RaaS URL
5. Enter the Username (ISU username, often format: ISU_name@tenant)
6. Enter the Password (ISU password)
7. Click Test Connection

Test Connection Results

After clicking Test Connection, you’ll see:

• Success: Preview of entries found (birthdays and anniversaries)
• Authentication Error: Check username/password, ensure ISU has report access
• 404 Error: Verify the RaaS URL is correct and report is published
• No Data Found: Check report columns match expected names

What Gets Synced

The integration automatically creates two types of entries for each active employee:

1. Birthday Entry
2. Anniversary Entry

Privacy Note

Birth years and ages are never stored or displayed. Only the month and day of birth are used to determine when to show birthday celebrations.

Re-Syncing Data

To update data from Workday:

1. Find your Workday source in the Celebrations section
2. Click the Sync button
3. Fresh data will be pulled from Workday

This replaces all existing entries from that source with the latest data.

Troubleshooting Workday Connection

Workday Best Practices

1. Use an ISU account - Don’t use personal credentials; ISUs are designed for integrations
2. Limit report scope - Include only active employees to reduce data size
3. Schedule regular syncs - Sync weekly or monthly to capture new hires
4. Test with a small report first - Validate the connection before using a large dataset
5. Secure credentials - ISU passwords should be managed by IT/HR

Charlie HR Integration

Sync employee birthdays and work anniversaries directly from Charlie HR using OAuth authentication.

Getting Your Credentials

Charlie HR uses OAuth 2.0 with a Client ID and Client Secret:

1. Log in to your Charlie HR account as an admin
2. Go to Settings → Integrations → API
3. Generate a new API application or view existing credentials
4. Copy both the Client ID and Client Secret

Connecting Charlie HR

1. From the Dashboard, click + Add Source in the Celebrations section
2. Select HR Integration tab, then choose Charlie HR
3. Enter a Source Name (e.g., “Charlie HR Team”)
4. Paste your Client ID
5. Paste your Client Secret
6. Click Fetch Team Members to test the connection

What Gets Synced

The integration automatically creates entries for each active team member:

1. Birthday Entry - Uses date_of_birth (month and day only for privacy)
2. Anniversary Entry - Uses start_date (full date for calculating years of service)

Available Fields

Charlie HR provides these fields automatically: - Display name - Date of birth - Start date (hire date) - Department - Location/Office - Job title

Re-Syncing Data

To refresh data from Charlie HR:

1. Find your Charlie HR source in the Celebrations section
2. Click the Sync button
3. Fresh data will be pulled from Charlie HR

Troubleshooting

BambooHR Integration

Sync employee birthdays and work anniversaries directly from BambooHR’s employee directory.

Prerequisites

• BambooHR account with API access enabled
• Admin access to generate an API key
• Your BambooHR subdomain

Finding Your Subdomain

Your BambooHR subdomain is the first part of your BambooHR URL:

https://yourcompany.bamboohr.com
        ^^^^^^^^^^^
        This is your subdomain

Generating an API Key

1. Log in to BambooHR as an admin
2. Click your profile icon in the top-right
3. Go to API Keys (or Settings → API Keys)
4. Click Add New Key
5. Give it a name (e.g., “Overlay App”)
6. Copy the generated API key immediately (it won’t be shown again)

Connecting BambooHR

1. From the Dashboard, click + Add Source in the Celebrations section
2. Select HR Integration tab, then choose BambooHR
3. Enter a Source Name (e.g., “BambooHR Team”)
4. Enter your Subdomain (just the subdomain, not the full URL)
5. Paste your API Key
6. Click Fetch Team Members to test the connection

What Gets Synced

The integration automatically creates entries for each employee in your directory:

1. Birthday Entry - Uses dateOfBirth (month and day only for privacy)
2. Anniversary Entry - Uses hireDate (full date for calculating years of service)

Available Fields

BambooHR provides these fields automatically: - Display name - Date of birth - Hire date - Department - Location - Job title - Work email

Re-Syncing Data

To refresh data from BambooHR:

1. Find your BambooHR source in the Celebrations section
2. Click the Sync button
3. Fresh data will be pulled from BambooHR

Troubleshooting

Adding a Celebration Box to Your Design

1. Open a design in the Editor
2. Click + Add Box
3. Select Celebration Box
4. Configure in the Properties panel:

Celebration Box Properties

Time Windows

Control which celebrations appear based on timing:

Today

• Shows only celebrations happening today
• Best for larger companies where you have multiple entries every day

This Week

• Shows celebrations within the next 7 days
• Best for medium-sized companies where you have multiple entries every week

This Month

• Shows all celebrations in the current month
• Best for smaller companies where you have multiple entries every month

Themes

Custom Theme

• Set your own colors:

Auto-Rotation

When multiple people are being celebrated:

1. The display automatically cycles through each person
2. Set the Rotation Interval (default: 10 seconds)
3. Dot indicators show position in the rotation

Location-Based Filtering

Show celebrations relevant to each office location:

Setting Up Locations

1. Go to Dashboard > Locations section
2. Click + Add Location
3. Enter location names (e.g., “Los Angeles”, “New York”, “London”. It will also pick up any locations set up via your POS integration)

Assigning Locations to Entries

When adding celebration entries, set the Location field to match your office locations.

Filtering by Location

When deploying your display:

1. Click Setup Display in the editor
2. Each location has its own URL
3. The URL automatically filters celebrations to that office

Smart Location Matching

The system intelligently matches locations: - “LA” matches “Los Angeles” - “NYC” matches “New York” - Partial matches work (e.g., “London” matches “London, UK”)

Troubleshooting

No celebrations showing

• Check the Time Window setting
• Verify entries exist for the current period
• Ensure at least one occasion type is enabled (birthdays/anniversaries)

Wrong people appearing

• Check the Celebration Source selection
• Verify the Location filter matches your entries
• Review the Time Window setting

Photos not displaying

• Verify the photo URL is accessible
• Check the image format (JPG, PNG supported)
• For base64, ensure proper encoding

Entries not importing

• Check CSV formatting (commas, quotes)
• Verify required fields are present
• Ensure date fields are numeric (1-12 for month, 1-31 for day)

Best Practices

1. Keep data updated - Regularly update your celebration sources
2. Use photos - Personalized photos make displays more engaging
3. Set appropriate time windows - Match the display refresh to your needs
4. Test location filtering - Preview each location URL before deploying
5. Consider privacy - Only display information employees have consented to share

Example Use Cases

Office Lobby Display

• Show this week’s birthdays and anniversaries
• Use the Celebration theme
• Rotate every 10 seconds
• Filter to “All Locations” for headquarters

Department Display

• Show this month’s celebrations
• Filter by department location
• Use the Elegant theme for professional look

Break Room Display

• Show today’s birthdays only
• Celebration theme with photos
• Quick 5-second rotation

Display employee birthdays, work anniversaries, and custom milestones on your digital signage to celebrate your team.