Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR plan: Standard, Premium, Platinum
Available for the following User Access levels: Admin
Sometimes in your organization you may see a record that has undergone a change, but you can be unsure of the who, when, and what. The Audit Trail report feature shows you who made those changes with the ability to drill down based on either the personnel's name or a specific feature. You can also view the details of each update, giving you granular details on the changes undertaken.
Important
Personnel refers to both employees and contractors in this instance.
Getting started
- Click the Reports menu.
- Click the People tab.
- Click the Audit Trail box.
- Choose from the following filters:
- Module.
- Date range.
- Event.
- Create.
- Update.
- Activate membership.
- Onboarded.
- Delete.
- Offboarded.
- Closed.
- Reopened.
- Approve.
- Decline.
- Affected Personnel.
- Click the Apply button.
-
Click the View Details button.
Helpful Hint
You will now see on your screen details of the changes made to the personnel record.
Further information
| Module. | Audited Action. |
|---|---|
| Custom fields. | Create a custom field. |
| Update a custom field. | |
| Delete a custom field. | |
| Employment history. | Add employment history. |
| Update your employment history. | |
| Delete employment history. | |
| Expenses | Create an expense. |
| Edit an expense. | |
| Delete an expense. | |
| Goals (OKRs). | Create a goal objective. |
| Update a goal objective. | |
| Delete a goal or objective. | |
| Create a goal key result. | |
| Update a goal key result. | |
| Deleted a goal key result. | |
| Create a goal comment. | |
| Update a goal comment. | |
| Delete a goal comment. | |
| time off request. | Update a time off request. |
| Delete a time off request. | |
| organization. | All update events. |
| Deleting an organization. | |
| Pay details. | Create a salary. |
| Update salary version. | |
| Delete salary version. | |
| Performance. | Delete a review. |
| Personnel. | Activate a membership. |
| Re-active membership. | |
| Offboarding. | |
| Onboarding. | |
| Delete personnel. | |
| Update manager (primary and/or secondary). | |
| Update location. | |
| Update team. | |
| Timesheets. | Update daily timesheet entry. |
| Delete daily timesheet entry. | |
| Updating weekly timesheet entry. | |
| Delete weekly timesheet entry. | |
| Creation. | Personal details created. |
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