Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following user access levels: Employee, Manager, Admin

You can use the Audit Trail reporting feature to run a report with the ability to see a record that has undergone a change, by who and what aspects. This report also allows you to view the details of each update, giving you even greater granular details on the changes undertaken and by whom.

Getting started

The premise below will walk you through how to create an audit trail report.

Create an audit trail report

Click the Reports menu.
Click the Audit Trail submenu.
Click the Filter button and choose from:
- Module
- Date range
- Event
- Affected personnel
Click the View Details button.

Helpful Hint

You will now see on your screen the details of the changes made to the employee record.

Further information

Data displayed in the audit trail report

Module.	Audited Action.
Personnel.	Activate a membership.
	Re-active membership.
	Off-boarding.
	On-Boarding.
	Delete an employee.
	Update manager (Primary and/or Secondary).
	Update location.
	Update team.
Time off request.	Update a time off request.
Time off request.	Delete a time off request.
Custom fields.	Create a custom field.
	Update a custom field.
	Delete a custom field.
Timesheets.	Update daily timesheet entry.
	Delete daily timesheet entry.
	Updating weekly timesheet entry.
	Delete weekly timesheet entry.
Pay Details.	Add salary.
	Update salary.
	Delete salary.
Employment history.	Add employment history.
	Update employment history.
	Delete employment history.
Organization.	All update events.
Organization.	Deleting an organization.
Performance.	Delete a review.
Goals (OKRS).	Create a goal objective.
	Update a goal objective.
	Delete a goal 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.

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