History page

You can use the 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.

Select History from the More (...) menu to view the History page.

Accessing the History page
Accessing the History page

Filtering the History page

You can filter the History page to show information that you are interested in. You can choose a a date to use, as well as enter a group name (department, team, or location). This can be helpful when gauging growth in a particular department or viewing recent departures and other org changes, for example.

Setting up complex filters

You can further customize the changes you see by adding more filters. The following filter example would show you all job changes and promotions in the Human Resources department on or before August 2, 2022.

Adding filters to the History page
Adding filters to the History page

Exporting history information

You can export history information to a spreadsheet for auditing purposes. For example, you can filter the History page by promotions given within a certain timeframe and then export this data to include additional information about these promotions. You can export a list of people who have been promoted and include their manager's email as well as their start date and the date of their last promotion. This list can help you see on average how long it takes from a person's start date to be promoted.

To export history information:

  1. Select History from the More (...) menu in the left sidebar.
  2. Set up filters to constrain the data you want to export. For example, filter on only those employees who have had promotions.
  3. Select Toggle Export Columns from the Export button.
  4. Choose the columns (fields) you want to include in your exported spreadsheet. For example, select Start Date and Last Promotion Date, as well as manager email.
  5. Select Apply to save your columns.
  6. Select the Export button to export your spreadsheet.
  7. When prompted, choose a date range for the data you want to export.
  8. Select Export.
  9. Select Download when your spreadsheet is ready to download.

Updated 02 Aug 2022
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