Audit trail reporting - HR Web Platform

Overview

Sometimes in your organisation you will see a record that has undergone a change, but you will be unsure of 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 platform records.

You can use the Audit Trail reporting feature to run such a report, with the ability to drill down based on either the employee's name or a specific module within the platform. 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.

Availability

HR Plan:

Free

Standard

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.

Getting started

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

Create an audit trail report

1. Click the   Reports menu.
2. Click the Audit Trail submenu.
3. Click the Filter button and choose from:
   
   • Show all.
   • Personnel.
   • Leave requests.
   • Timesheets.
   • Weekly Timesheets.
   • Employee Benefits.
   • Employment Benefits.
   • Pay Details.
   • Organisation.
   • Custom Field
4. Click the View Details button.
   
   

   Helpful Hint

   You will now see on your screen details on 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.
Leave request.	Update a 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.	Create a salary.
	Update salary version.
	Delete salary version.
Superannuation.	Create superannuation funds for a member.
	Update superannuation for a member.
	Delete superannuation for a member.
Employment history.	Add employment history.
	Update employment history.
	Delete employment history.
Organisation.	All update events.
	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 viewed the audit trail 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).