How to create an automatic list in Workshop

With Automatic Lists, you’re able to build powerful, dynamic distribution lists using data from within your company’s HR system of choice. Once the integration is set up, you can create lists from any available field.

Our Automatic List feature is available on Premium plans. If you're interested in creating automatic lists within your Workshop account, get in touch with your account manager or contact our team!

Additional Requirements:

• Your user must have permission to create or manage lists to create or edit automatic lists within your Workshop account

To create an automatic list in Workshop:

Navigate to the People tab within the top navigation bar and click on the “Lists” option within the drop-down menu. 

Select the “Create List” button on the right-hand side of the screen. 

• Name your List 
• Select the type of list between department, team, or location. If you’re unsure, you can just leave it as Standard, which is a catch-all for all lists. 
• Create a short description of the list if you wish (not required)
  
  

Select “Automatically” so that your list automatically updates itself from your selected sync source. This means all new employees are automatically added to the list moving forward, and employees who are no longer at the company will be removed automatically. 

On the next page, you’ll select your list of rules. This is where you decide which criteria employees should meet in order to be added to the list. 

For example, if you wanted a list of all full-time employees within your Austin location, you’d select Location equals Austin and then Employee Type equals full-time. 

The list will automatically pull in employees that match these rules. 

Another example, if you wanted a list of all employees in the Operations department located in your New York office or your Boise office, you’d select Department equals Operations and then Location is any of New York, Boise. 

A few other tips to keep in mind when building lists. 

• Use the “And” option when you want employees to match both rules (like the example above)
• Use the 'Is any of' option when you want employees to match either value. (if you want employees that are in a location of Boise or New York)
• Use the “Or” option when you want employees to match any of your AND rules or any of your OR rules. (if you want employees that are in Operations OR in Sales) 
• If you want to add an individual person to the list, use the option “Email equals” and type in the person’s email address.