Quick Start Anniversaries

WordPress Plugin Staff List Birthdays & Anniversaries – Quick Start

Prerequisites

  • Staff List Pro plugin have to be installed and activated.
  • Staff member records have to be added.
  • For birthdays, staff members have to have DOB date field.
  • For anniversaries, staff members have to have employment date field.
  • Date fields have to be populated.

1. Add anniversaries template.

  1. Staff List Birthdays > Anniversary Templates > Add New
  2. Add template name.
  3. Select the layout.
  4. Save.
wordpress plugin staff list birthdays add anniversary template
wordpress plugin staff list birthdays select anniversary template layout

2. Select the source of records and other data options.

  1. Search form > Filters > Filter Type
  2. Select one of the filter types.
  3. Click update.

3. Add filter options.

  1. Filters > Filter 1
  2. Add filter settings. Each of the filter types has different set of custom options.
  3. Click update.

3. Add other filters.

You can add other filters now or do it later, after publishing and testing the search form.

4. Publish the search form.

  1. Search form > Options > Shortcode
  2. Copy the shortcode parameter.
  3. Add menu-id shortcode parameter to the staff shortcode.
See Publishing Search Form.

5. Test the search.

Open the staff list page and test the search.

6. Add other filters.

You can have up to six filters.

7. Customize the search form.

Search form > Options
  • Layout
  • Labels
  • Filters Order
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