Illustrative example. The dates and amounts below are provided for practice.
A person joined a company on March 18, 2022 and started a new role on September 1, 2026. On March 18, 2027, a note should acknowledge five years at the company without implying five years in the new role.
Run both intervals
Choose Work Anniversary and calculate the company start against March 18, 2027. Five years are complete. Then use September 1, 2026 with the same reference. The second interval has zero completed years and six completed months.
Save two clearly named tracker records if both occasions deserve reminders. Use the company result for the service message and the role result for a private progress note.
Check the purpose of the figure
Calendar anniversaries follow each start's month and day. They do not estimate experience by dividing elapsed days by 365. Counting the start as inclusive Day 1 would change a day number, not the completed years.
Official service or benefit calculations can use rules outside this tool. Confirm those separately. Here the distinct anchors help avoid sending a message whose wording attributes the wrong period to the wrong job.