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Is an employee approaching 65 years old and signing up for Medicare

edited Jul 7, 2021 1:57AM in Ask A Guru 9 comments

We have an automated birthday email that gets sent out 3-days before employee's birthday. I found a nice guru answer that helped me set that up.

We have an automated work anniversary email that gets sent out 3-days before employee's work anniversaries. I found a nice guru answer that helped me set that up.

Now I need to create an automated email that will tell us when an employee is within 90 days of turning 65. We need to be notified to ask them the dreaded question "Have you signed up for Medicare".

Can someone please help me with the Saved Search criteria formula to generate that reminder? Here's what my criteria looks like for the birthday reminder.

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