Available for the following plans: Lite, Plus, Essentials, Engage, Elite, Unlimited
Available for the following HR classic plan: 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 employee's name or a specific feature. You can also view the details of each update, giving you granular details on the changes undertaken.
Getting started
Create an audit trail report
- Click the Reports menu.
- Click the People tab.
- Click the Audit Trail box.
- Choose from the following filters:
- Module.
- Pay Details.
- Tax and NI Details.
- Custom Fields.
- Employee Benefits.
- Organisation.
- Okrs/Objectives.
- Personnel.
- Employment History.
- Date range.
- Event.
- Create.
- Update.
- Activate membership.
- Updated.
- Onboarded.
- Delete.
- Offboarded.
- Affected Personnel.
- Module.
- 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 employee 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. | |
| Off-boarding. | |
| On-Boarding. | |
| Delete an employee. | |
| 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. |
Explore similar topics
- How do I run a performance review report? This feature allows you to create a report on how your employees and their managers are progressing with their performance reviews.
- How do I run a Goals (OKRs) progress report? This feature allows you to create a report on the progress made by your employees on their allocated goals (OKRs).