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Celebrating Occasions in Mo - Admin Guide

Set up and manage workplace occasion celebrations for your organisation

Tahera Barok McArthur avatar
Written by Tahera Barok McArthur
Updated this week

Configure occasion settings, manage user data and ensure smooth celebration experiences across your organisation. This guide covers admin setup and management of Mo's occasion features.

⚠️ Note: This guide is for users with Admin permissions in Mo.

For general occasion participation,

Overview of Occasions Feature

Mo's occasion feature helps organisations celebrate important milestones:

  • Birthdays - Recognise colleagues' personal special days

  • Work Anniversaries - Celebrate years of service and dedication

  • First Days - Welcome new team members and facilitate introductions

These celebrations appear prominently on homepages and create opportunities for team building and recognition.

Admin Setup and Management

Adding Occasions Manually to User Profiles

How to add occasion data:

  1. Go to Manage Organisation → Users

  2. Find the user you want to update

  3. Click the three dots next to their name

  4. Select Edit from the menu

  5. Add the following information:

    • Date of birth (for birthday celebrations)

    • Company start date (for work anniversary celebrations)

  6. Save changes to update their profile

You can add occasion dates via bulk upload or arrange to share this data if you use our data integration option.

How Occasions Appear to Users

Homepage Display

Upcoming Occasions Section
This section shows the following occasion:

  • Birthdays

  • Work anniversaries

  • First days for new team members joining

Celebration Process

How colleagues participate:

  1. Occasions appear on homepages when relevant

  2. Click the person's icon to create celebration Moment

  3. Celebration interface opens (similar to Boost response)

  4. Write celebration message and share

  5. Celebrations collect in person's occasion feed

  6. Aggregated display appears in main organisational feed

Automatic Notifications

Birthday and Anniversary emails:

  • Sent to team members and managers

  • Include colleague's name and occasion type

  • Provide links to create celebration Moments

  • Remind about participation opportunities

New Starter emails:

  • Welcome new team members with introduction information

  • Sent to relevant colleagues for relationship building

  • Include background information when available

  • Facilitate early team integration

Privacy and User Control

Individual Privacy Settings

Users can control their occasion visibility:

  • Access through Profile → Edit Profile

  • Toggle "Visible to colleagues on Mo" setting

  • Immediate effect on occasion display

  • No impact on stored data for admin records

Admin Privacy Management

Balancing celebration with privacy:

  • Respect individual choices about occasion sharing

  • Provide clear information about privacy controls

  • Support users who prefer not to participate

  • Maintain accurate records while honouring privacy preferences

Privacy and User Control

Individual Privacy Settings

Users can control their occasion visibility:

  • Access through Profile → Edit Profile

  • Toggle "Visible to colleagues on Mo" setting

  • Immediate effect on occasion display

  • No impact on stored data for admin records

Admin Privacy Management

Balancing celebration with privacy:

  • Respect individual choices about occasion sharing

  • Provide clear information about privacy controls

  • Support users who prefer not to participate

  • Maintain accurate records while honouring privacy preferences


Troubleshooting Common Admin Issues

Occasions Not Displaying

Possible causes:

  • Missing user data (birth date or start date not entered)

  • Privacy settings turned off by individual users

  • System permissions not properly configured

  • Date format issues in user data

Solutions:

  • Verify user profile data is complete and accurate

  • Check individual privacy settings if specific users missing

  • Confirm admin permissions are properly assigned

  • Standardise date formats across user entries

Incorrect Occasion Dates

Common issues:

  • Wrong anniversary dates due to incorrect start date entry

  • Missing recent hires not yet added to system

  • Outdated information from employee changes

Correction process:

  • Update user profiles with correct dates immediately

  • Verify date formats match system requirements

  • Coordinate with HR for accurate employee records

  • Monitor ongoing for similar issues

User Privacy Concerns

Addressing privacy issues:

  • Respect individual preferences about occasion sharing

  • Provide clear guidance on privacy controls

  • Support opt-out requests promptly

  • Maintain confidentiality of private occasion preferences

For user participation guidance,

For individual privacy settings,

see our Occasion Preferences guide.


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