People Sets

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People Sets allow you to organize people into predefined groups within your organization. These groups can then be used to segment insights reporting or make bulk changes.

This article is only applicable to admins on Workplace Advanced.
People Sets allow you to organize people into predefined custom segments at your organization. You can use People Sets to view reporting and create groups. Learn how to create a People Set.
To access existing People Sets:
  1. From the top left of Workplace, click Admin Panel.
  2. Click People > People Sets. To view members of the People Set, click on the set name or the number to the left of the set name.
If you'd like to run a filtered search of People by a People Set, click the filter icon next to the set name.
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This article is only applicable to admins on Workplace Advanced.
There are 2 ways to add people to People Sets: manually and by syncing with Workplace profiles.
To create a new People Set manually:
  1. From the top left of Workplace, click Admin Panel.
  2. Click People > People Sets.
  3. Click +New Set.
  4. Give the new set a name, and select Add People Manually, then click Next.
  5. Add the people who you'd like to be in your People Set. To add several people at once, click Import File to upload a CSV file of user emails. Keep in mind that people you add must have a Workplace account.
To create a new People Set by syncing with Workplace Profile:
  1. From the top right of Workplace, click Admin Panel.
  2. Click People > People Sets.
  3. Click +New Set.
  4. Give the new set a name, and select Sync with Workplace Profile then click Next.
  5. Filter by profile fields to define your filter criteria and automatically remove or add people to the People Set.
  6. Click Save.
Keep in mind that with a manual set, only the people you add will be included in that set.
Note: In sets created using profile criteria, people matching the criteria are automatically added to the set when they're added to the Workplace community. They're also automatically added to groups linked to that set. If you add multiple criteria, only people who meet all the criteria will be added to the set. If you select more than one value for a criteria, people who match at least one of these values will be added to the set.
Je, taarifa hii imekusaidia?
This article is only applicable to admins on Workplace Advanced.
To edit a People Set created with a manual list:
  1. From the top left of Workplace, click Admin Panel.
  2. Click People > People Sets.
  3. Click to the right of the People Set you'd like to edit.
  4. Select Add People or Remove People if you'd like to change the members of the set. From the same menu, you can also select Edit Set Name or Delete Set.
To edit a synchronized set:
  1. Repeat steps 1–3.
  2. Select Edit Profile Criteria if you'd like to edit the set. From the same menu, you can also select Edit Set Name or Delete Set.
Je, taarifa hii imekusaidia?
This article is only applicable to admins on Workplace Advanced.
To assign a group to a People Set:
  1. From the top left of Workplace, click Admin Panel.
  2. Click People > People Sets.
  3. Click Assign to Groups or Edit Groups.
  4. Select the groups that people set members should be added to.
Note: Assigning a group to a People Set allows the people who are part of the People Set to become members of the groups that you select. If someone's profile changes to meet the profile criteria of a synced set, they will automatically be added to the set and all assigned groups.
Je, taarifa hii imekusaidia?
This article is only applicable to admins on Workplace Advanced.
To filter the people page power search by People Set from your computer:
  1. From the top left of Workplace, click Admin Panel.
  2. Click People > All People.
  3. In the search bar, type People Set is... then run a search based on the desired criteria.
Je, taarifa hii imekusaidia?
This article is only applicable to admins on Workplace Advanced.
To export a list of people in a People Set:
  1. From the top right of Workplace, click Admin Panel.
  2. Click People > All People.
  3. In the search bar, type People Set is then run a search based on the desired criteria.
  4. At the top of the page, click then select Export Employee Information.
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