Audit trail reporting | HR Employee File

Jimmy

Updated 27 March 2023 22:24

Overview

Sometimes in your organisation you will see a record that has undergone a change, but you will be unsure on the who, when and what aspects. In these cases, being able to generate an audit trail will allow you to look up these change details without having to track down the employees manager and other admins in your organisation and ask them if they changed any HR platform records.

You can use the Audit Trail feature within an employee's file to view a change log of what data modifications occurred to that specific employees record on the HR platform. This feature also allows you to view the details of each update, giving you even greater granular details on the changes undertaken and by whom.

Important

To view the audit trail for all your employees at once, you will need to create an Audit Trail report. To read further details on how to create an Audit Trail report, refer to the following article.

Availability

HR Plan:

Premium

Platinum

User Access:

Employee

Manager

Admin

We base the default access level on a per user basis and whether they have view, edit and delete access and excluding any changes made via our Custom Security feature.

Maintain

The below premise will walk you through how to view the audit trail of an employee's file.

View the employee audit trail

Click the Personnel menu.
Click the Employees submenu.
Select the employee that needs their audit trail viewed.
Click the Audit trail tab.
Click the View Details button.

Helpful Hint

You will now see on your screen the full details of what changes occurred.

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.
Leave request.	Update a leave request.
Leave request.	Delete a leave 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.
Organisation.	All update events.
Organisation.	Deleting an organisation.
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.

Author recommended

So you have now run an Audit Trail report and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

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