Audit - Employee Record Changes
In order to view an audit trail of any changes made to an employee's record, you must first go to the employee's record.
Navigation: Hamburger Menu > Team Icon > My Team > Employee Information - Find the employee and click on the Employee Information icon.
Once there - choose the "Employee Link" icon as seen below. (Keep in mind, you can get to the employee link anywhere you see this icon)
The next window will appear - choose "Account Audit Trail"
Once in the Audit Trail below breaks down how to navigate and find what criteria you may be looking for.
RED BOX: Make sure to open up the date range you'd like to see by clicking on the Blue Pill in the RED BOX.
GREEN BOX = the Object, which is the type of change you may be looking for. For example, if you wanted to see the last time a Base Rate was updated and by whom, you'd change the drop-down with the = symbol from = to "like" then in the green box enter the word "Base" to search base rate or whichever topic you may be trying to see.
BLUE BOX = this will show the old value and the new - showing the change. Depending on the criteria the value may have different meanings.
BLUE BOX 2 = Who made the change? If it's System - it means it was automated by the system or a user outside of the company. This could also mean information loaded via data dump through imports.
Related Articles
Updating Employee Base Compensation
Purpose This article will show you how to update base compensation for both hourly and salaried employees. Updating Base Compensation 1. Navigate from your menu to the Team Tab > My Team > Employee Information and access the employee's profile using ...Customize Columns on Reports
When creating custom reports, you may want to add columns that combine or total two existing columns. To do so, you would need to create a Custom Column and utilize Expressions to allow the system to have the data reflect as you wish. Below is an ...Rate Tables - Employee Set Up
Rate Tables are used when employees toggle between Jobs to determine the rate of pay they should be paid for that particular job. When working with Rate Tables, the table must first be set up. Typically you would want to reach out to Green Leaf to ...Payroll Related Reports
For the most common payroll reports, navigate to the Hamburger Menu > Team Icon > Payroll > Reports. Within the reports section, there are subcategories that will assist in the navigation of the type of report you're looking for. Below outlines the ...Payroll Related Reports
For the most common payroll reports, navigate to the Hamburger Menu > Team Icon > Payroll > Reports. Within the reports section, there are subcategories that will assist in the navigation of the type of report you're looking for. Below outlines the ...