Refer to this article if your version is below 7.4.1
The purpose of an audit trail can be used to trace a specific event, operation, or procedure. The audit trail allows administrators to track in detail changes made to the records by the users. Numerous industries use versions of an audit trail to provide a historical record of progression based on a sequence of events. These records provide proof of compliance and operational integrity.
You will be able to see the following information through the Audit Trail:
- The date and time when the action has taken place
- Action Owner - The employee who has made the action
- Action - The action itself
- Employee - Affected employee for whom the action is involved with
- Section - Which section the action has taken place
- Action Description - The detailed description of the action that has taken place
To see the Audit Trail, select HR Admininistration > Audit Trail
The system will track changes made to the records with the date & time of the action and who has done the changes. All or selected record changes within the Admin, PIM, Leave, Performance, Time, Recruitment, and Maintenance modules are audited and tracked.
Search / Filter / Export the Audit Trail
Step 1 – Click the Filter button on the top right corner of the screen. The Filter Screen will appear.
Step 2 – Use the following filter criteria to find what you require.
|
Filter Criteria |
Description |
|
From / To |
The time period in which records should be found |
|
Module |
Search by the module
|
|
Section |
Search by a Section based on the selected module. |
|
Actions |
Once the section is selected the related action will be shown in this dropdown. Select the suitable action |
|
Affected Employee |
Search by the employee affected by the action |
|
Action Owner |
Search can be performed based on username or employee name (first, last, and middle name). |
How to set up filters to acquire information
Once the module is selected, If you need to narrow down the results anymore, pick the precise action from the section drop-down menu; otherwise, choose "All." Following are two tables that are explained to you how to use the Audit Trail.
Attendance
| Section | Action | Description |
| Pay Policy | All | Filter all the actions in this section |
| Add Pay Policy | Filter only the added pay policies | |
| Delete Pay Policy | Filter only the deleted pay policies | |
| Update Employee Selection Criteria | Filter only if there are updates in the employee selection criteria | |
| Update Pay policy | Filter only the updated pay policies |
Career Development
| Section | Action | Description |
| 9 Box Matrix Configuration | All | Filter all the actions in this section |
| Update 9 Box Matrix Configuration | Filter only if there are updates 9 Box Matrix Configuration | |
| Individual Development Plan | All | Filter all the actions in this section |
| Acknowledge IDP | Filter only the Acknowledge IDPs | |
| Add Goal to IDP | Filter only if a goal/s is added to an IDP's | |
| Add IDP | Filter only the added/created IDPs | |
| Close IDP | Filter only the closed IDPs | |
| Delete IDP | Filter only the deleted IDPs | |
| Initiate IDP | Filter only the initiated IDPs | |
| Remove Goal from IDP | Filter only if a goal/s is removed from IDPs | |
| Reopen IDP | Filter only the reopened IDPs | |
| Update IDP | Filter only the updated IDPs |
Similarly, you can filter for the HR Administration, Employee Management, Leave, Management Tools, Performance, Recruitment (ATS), Time Tracking, Training, Travel & Expense modules as well.