Note ·
How to prepare extracts before a metric workshop
A short checklist so the session focuses on decisions, not hunting missing columns.
Export a recent snapshot with employee ID (or anonymized ID), join date, termination date if any, org unit, location, and employment type. Redact names when possible.
Add one messy report you already send to leaders. Contrasting ‘current vs proposed’ accelerates agreement.
If fields conflict across systems, note which source you trust for the workshop—do not try to reconcile everything in the room.
