ChartHop for Administrators
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Managing people and jobs
Working with job history

Org Changes History page

You can use the Org Changes History page as your audit log within ChartHop. It displays all people and job changes on one page and provides information about the type of change, who made the change, and when it was made.

The Org Changes History page keeps track of changes made to Jobs, People in Jobs, and Open jobs. Learn more. This page is not accessible to all employees.

To view Org Changes History:

  1. In the left sidebar, select Admin.
  2. In the sub-menu, select History > Org Changes History.
Org Changes


Filtering the History page

You can filter the Org Changes History page to show only the information that you are interested in. You can select a specific date range, filter by certain types of changes or look for changes to a specific field.

Example: Find a list of all promotions in this calendar year

  1. In the left sidebar, select Admin.
  2. In the sub-menu, select History > Org Changes History.
  3. Set the date range picker to "This year"
  4. In the Filters menu, select Promotions to show job changes that are categorized as "promotions."
Document image


Exporting history

You can export information from the History page to a CSV.

When you export, the CSV will display all of the changes that you see on the screen. Use the date range and filters to select exactly which data you want to export.

To export history information:

  1. In the left sidebar, select Admin.
  2. In the sub-menu, select History > Org Changes History.
  3. Set up filters to constrain the data you want to export.
  4. (Optional) Select Toggle Export Columns to select additional fields to add to the CSV.
  5. Select the Download button to export your CSV.
  6. Select the data formatting that best suits your use case.
  7. Select Export.
  8. Select Download when your spreadsheet is ready to download.

Export format

The first columns of the history export will contains details about the change.

The following colums will show the changed data. Each field that was changed will display a Before and After value.

Export for Readability

Change details:

Change Date

Person

Title

Change Type

Change Status

Change Description

Change By

Change Cost

Change Note

Change Announce Date

Change Departure Type

Change Departure Regrettable

Change Departure Reason

Change Promotion Type

9/11/24

Ibby Andrews

HRBP

Update

Active

Started reporting to Christian Horn - CPO

Lucy Balmer

$0

Re-org after departure

9/11/24









Changed data:

Base Compensation (Before)

Base Compensation (After)

Manager (Before)

Manager (After)

$100,000

$105,000

Davis Betran

Christian Horn



Export for Import/Export

Change details:

changeId

jobId

personId

change.date

person

title

change.type

change.status

change.description

change.by

change.cost

change.note

change.announceDate

change.departType

change.departRegret

change.departReason

change.promotionType

660417d3887959668bd829f5

64809a1xc24db30a37c48a6c

5278b09a39d5df29d8d2668f

2024-03-18

HRBP

Update

Active

Started reporting to Christian Horn - CPO

$0

Re-org after departure

2024-03-18









Changed data:

change.before.BaseComp

change.after.BaseComp

change.before.manager

change.after.manager

$100,000

$105,000



Example use cases:

  • Export a list of departures within a specific date range
  • Export a list of promotions with start date information
  • Export changes to a field within a specific time range