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Create an audit trail report

Updated

Available for the following plans: Lite , Plus, Unlimited HR, Essentials, Engage, Elite, Unlimited HR+Payroll,
Available for the following HR plans: Standard, Premium, Platinum
Available for the following User Access levels: Admin      

Sometimes in your organisation 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

Create an audit trail report
  1. Click the   Reports menu.
  2. Click the People tab.
  3. Click the Audit Trail box.
  4. Choose from the following filters:
    • Module.
    • Date range.
    • Event.
      • Activate membership.
      • Delete.
      • Re-activated.
      • Update.
      • Offboarded.
      • Create.
      • Offboarding cancelled.
      • Onboarded.
      • Assign.
      • Closed.
      • Reopened.
      • Approve.
      • Decline.
    • Affected Personnel.
  5. Click the Apply button.

  6. 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

Data displayed in the audit trail report
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.
Leave request. Update a leave request.
Delete a leave request.
Organisation. All update events.
Deleting an organisation.
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.
Superannuation. Create superannuation funds for a member.
Update superannuation for a member.
Delete superannuation for a member.
Timesheets. Update daily timesheet entry.
Delete daily timesheet entry.
Updating weekly timesheet entry.
Delete weekly timesheet entry.
Creation. Personal details created.

Explore related content

  • Performance Review Reporting This feature allows you to create a report on how your employees and their managers are progressing with their performance reviews.
  • Goals (OKRs) Progress Reporting This feature allows you to create a report on the progress made by your employees on their allocated goals (OKRs).
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