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,
see our Celebrating Workplace Occasions guide.
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:
Go to Manage Organisation → Users
Find the user you want to update
Click the three dots next to their name
Select Edit from the menu
Add the following information:
Date of birth (for birthday celebrations)
Company start date (for work anniversary celebrations)
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:
Occasions appear on homepages when relevant
Click the person's icon to create celebration Moment
Celebration interface opens (similar to Boost response)
Write celebration message and share
Celebrations collect in person's occasion feed
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,
see our Celebrating Workplace Occasions guide.
For individual privacy settings,
see our Occasion Preferences guide.