Workshop becomes smarter and more useful when it has access to more of your employee data. By syncing additional information — like job titles, departments, start dates, and locations — you can take full advantage of features that save you time, improve targeting, and personalize communication automatically.
Smarter audience targeting with Automatic Lists
When Workshop has richer employee data, it can automatically create and maintain dynamic lists for you.
For example:
A “New Hires” list that automatically updates when someone joins the company.
A “Managers” list based on job titles or org level.
A “Chicago Office” list based on location data.
These lists save you from manual updates and ensure messages always go to the right people, even as your team changes.
Personalize messages with Merge Tags
Merge tags let you automatically insert employee-specific information into your messages — like first names, job titles, or team names — to make internal communication feel more personal and relevant.
Example:
“Hey {{first_name}}, we’re excited to see all {{department}} team members at next week’s offsite!”
With more employee data, you can use more tags and create more tailored, engaging communications.
Automated Journeys
Syncing employee data also powers automated journeys — sequences of messages that trigger based on employee attributes or changes.
For example:
Onboarding journeys: automatically send a welcome series to new hires.
Anniversary recognition: celebrate milestones based on start dates.
Policy or benefits updates: target messages to specific locations or departments.
These journeys save time and ensure consistent communication experiences across the company.
Data Security and Privacy
Workshop takes data privacy and security seriously. All employee data is encrypted and handled according to industry best practices. You stay in control of what’s shared, and data is only used to improve targeting, personalization, and automation within your internal communications.
Summary
The more employee data you share with Workshop, the more intelligent, personalized, and automated your communications become. We recommend sharing as much employee data as is available to you.
If you’d like a few key attributes to focus on, consider including:
Employment & Milestone Data:
Hire date / rehire date — power onboarding and anniversary journeys
Birth date — celebrate birthdays and personal milestones
Start date in current role — recognize promotions or role changes
Location & Workplace
Location (city, region, or country) — customize regional or time zone–specific communications
Office / worksite — share local office updates, events, or closures
Remote / hybrid / in-office status — segment content for different work arrangements
Role & Department
Job title — personalize messages or highlight leadership communications
Department / team — send targeted updates to functional groups
Manager name and email — enable cascading messages or manager-specific journeys
Org level / seniority — tailor tone and relevance for different levels of the organization
Employment Type & Status
Type of employee (full-time / part-time / contractor) — ensure compliance and relevance in messaging
Employment status (active / leave / terminated) — maintain accurate lists and stop messages to former employees
Communication Preferences
Preferred language — localize messages for multilingual teams
Time zone — send messages at the most relevant times
Country & postal code can be used within Workshop to configure the time zone for each employee
Custom Attributes
Depending on your organization’s needs, you can also include custom fields such as:
Division or business unit
Union membership
Security or access level
Training completion status
Benefit eligibility group
Calculated attributes such as one week prior to hire date