Understanding Membership Changes in the Team Editor

Understanding Membership Changes in the Team Editor

When you rename a team or move it to a different location in your organisational hierarchy, Teamgage will ask how you'd like to apply the change.
This determines how existing team memberships and historical results are treated. Choosing the right option ensures your reporting accurately reflects either your current organisational structure or the historical structure at the time feedback was submitted.
You'll see these options whenever you:
  1. Rename a team
  2. Move a team to a different parent team

Membership Change Options

For All Time

Use this option if the change should apply across the team's entire history. This moves both the team members and all historical submissions into the updated team or hierarchy.
Best for:
  1. Correcting a mistake in your hierarchy
  2. Renaming a team where you want all historical results to use the new name
  3. Moving a team that was originally created in the wrong location

From Today

Use this option if the organisational change starts today. Current team members move immediately, but all previous results remain in the original team or hierarchy.
This preserves your historical reporting exactly as it was before today's change.
Best for:
  1. A restructure taking effect today
  2. A team moving to a different department from today onwards
  3. A team being renamed from today

From Date

Use this option when the organisational change happened in the past and you're updating Teamgage after the fact. You simply choose the date the change became effective.
Results before that date remain in the original team. Results from the selected date onwards move into the new team or hierarchy.
Best for:
  1. Backdating an organisational restructure
  2. Reflecting a historical team name change
  3. Updating Teamgage after HR changes have already occurred

Example: Moving a Team

Imagine your organisation originally looked like this:

Entire Organisation
└── Corporate Services
    ├── Finance
    ├── Information Technology
    └── People & Culture
As your organisation grows, People & Culture becomes its own division rather than sitting under Corporate Services. The new structure becomes:
Entire Organisation
└── Corporate Services
    ├── Finance
    ├── Information Technology
└── People & Culture

For All Time

Moves all users and all historical results into the new location. In this example, every historical People & Culture submission will now appear under: Entire Organisation → People & Culture

It will be as though the team had always existed in that location.

From Today

Moves current team members to the new location but keeps all historical results in the original structure. In this example:
  1. Results before today remain under Entire Organisation → Corporate Services → People & Culture
  2. New submissions from today onwards appear under Entire Organisation → People & Culture
This option is useful when the restructure is happening from today and you want to preserve historical reporting.

From Date

Moves the team and its results from a specific date onwards. For example, if the organisational restructure officially took effect on 1 July, but you're updating Teamgage on 15 July, choose From Date and select 1 July.
The outcome is:
  1. Results before 1 July remain under Corporate Services → People & Culture
  2. Results from 1 July onwards appear under the new People & Culture division
This provides the most accurate historical reporting when organisational changes are applied after the fact.