Review and Export Changes

Learn how to use the changes view to review and export your changes.

Access requirements

Permission with these capabilities:

  • Organization Design required for reviewing changes.
  • Export Org Design required for exporting changes.

Reach out to your administrator for access.

Overview

Once you have completed your design updates, use the changes view to review your changes and export them for implementation. You can export changes as a CSV or XLSX file. The file can also serve as a changelist for adjacent teams to reference for their own workflows, ensuring everyone is aligned and prepared for the changes.

To access the changes view:

  1. Open a scenario in the Organization Design room.
  2. Select Changes view.

Review and export changes

  1. Optional: In the table, use the Filter button on any column header to narrow down your results, or open the Columns panel to select the columns you want to display.
  2. Optional: Filter the table by Change type missing to review and fill in missing details for the following change types:

    • Employee removed: Select whether this is an internal move out or exit. If you select exit, you must provide a brief reason (such as resignation or retirement) within a 50-character limit.

    • Position added: Select whether this is an internal move in or new hire.

    • Position updated: Select whether this is an internal move in or new hire.

    Tip: An orange dot on the Changes tab indicates that some changes are missing a change type.

  3. Click the Expand button next to Export to select the following:
    • Export options: Select whether you want to export all changes or your filtered changes only.
    • File format: Select CSV or XLSX.
  4. Click Export.

Note: The Position ID column in the export will only be populated if you have data for the Managed Position subject. For more information about data requirements, see Organization Design Data Requirements.