How Do I Create a Scheduled Leaderboard Workflow?

A Scheduled Leaderboard Workflow sends a regularly scheduled ranking of people or Groups for one metric, such as the top 10 callers every weekday at noon. This article teaches you how to build a Scheduled Leaderboard for your team.

Access the Workflow Creation Page

1. Go to Hub --> Workflows.

2. Click Create Workflow. You'll then be taken to the Create New Workflow page.

3. Navigate to the Scheduled Leaderboard tile and click Create.

4. Add a name and optional description in the Workflow Name and Description boxes, respectively.

5. Leave the Active Status toggle set to Active. If you turn off this toggle, the Workflow will be paused and will not send out notifications.

Choose Which Metric the Leaderboard Ranks

1. Click on Add Leaderboard Settings.

2. Use the Metric and Timeframe drop-down menus to select which metric and time range the Leaderboard tracks.

3. Choose a Value Field to determine how metric rankings are measured:

   1. Totals: The raw total metric attainment.

   2. Daily Averages: The average metric value per workday (best for longer time periods).

   3. Percent-to-Target: How close someone is to hitting their Scorecard target.

   4. Per-User Average: For Group leaderboards only. Show the average metric total per Group member.

4. Use the Rank By drop-down menu to choose how participants should be ranked:

Choose Who Appears on the Leaderboard Workflow

1. Choose a Hierarchy Level and a Filter to select which users or Groups will appear on the Leaderboard.

2. Enter a number in the Number of results field to designate how many people can appear on the Leaderboard.

3. Click on the Sort By toggle to designate how rankings are presented: Highest if the highest performer is at the top, or Lowest if the lowest performing person is at the top.

4. Optional: Set Include Records Without Data to Yes if you want employees or Group members without data to be included on the Leaderboard.

5. Optional: Set the Always send notifications toggle to Yes to send the Leaderboard even when none of the tracked employees have data.

6. Enter the Message that will be sent with the Leaderboard. You can add images and GIFs to the message, but these will only appear in email notifications.

Set the Workflow Frequency

1. Click on Add Recurrence.

2. Under Establish the Initial Event, choose a Start Date, Start Time, and Time Zone for when the first notification will go out.

3. Under Establish Frequency of Each Recurring Event, choose how often the Workflow will run using the Repeats Every field. You'll need to make additional selections if you picked Week or Month as how frequently the Workflow repeats.

4. Under Establish When the Recurrence Ends, choose Never if you want it to run indefinitely. You can also pick After a number of occurrences or On a date.

5. Review the Expected Occurrences to confirm the dates are correct.

Choose Where the Leaderboard Is Sent

1. Click on Add Actions.

2. Click on one of the notification channel cards and then follow the steps below:

   1. Email: Select who will receive the email, such as Send an email to myself or Send an email to a user or multiple users.

   2. Slack Message or Zoom Message: Choose Channel or User, then make your selections.

   3. Microsoft Teams Message: Choose Channel or User, then select the Team and Channel, or the User.

   4. Webex Message: Choose Space or User, then select one.

   5. TV Alert: Select the TVs under Which TVs?

3. Optional: Repeat Steps 1–2 if you want the Alert sent to multiple places.

4. Click on Create Workflow. You'll then see a message confirming that your Workflow was created successfully.

Related Articles

• What types of Workflows can I create?

• Edit a Workflow.

• Create a Metric Based Alert Workflow.