Audit Trail
What is the Audit Trail report?
Purpose: To help you understand how to use the Audit Trail report and show you what will be tracked within BambooHR.
Table of Contents
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- Audit Trail
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Which fields are tracked in Audit Trail?
- Personal Tab Fields
- Job Tab Fields
- Time Off Tab
- Documents Tab
- Notes Tab
- Benefits Tab
- Emergency Tab
- Training Tab
- Settings
- User Information
- Custom Fields
- Approvals
- How will an Access Update appear in the Audit Trail?
- How does BambooHR Payroll show in the Audit Trail?
- How does BambooHR Time Tracking show in the Audit Trail?
- How does Performance Management show in the Audit Trail?
- How will Information or Custom Updates show in the Audit Trail?
- Can I see updates to access levels in Audit Trail?
- How quickly do updates appear in Audit Trail?
Audit Trail
The Audit Trail report in BambooHR tracks who made a change to specific data in the system and when. You can track changes up to the past 13 months. The report allows you to monitor all data changes by collaborators so you can catch a mistake before it snowballs into a costly catastrophe.
With BambooHR's Audit Trail feature, you can be confident in the accuracy of your employee data. Located under the Standard Reports, the Account Owner and Full Admin users will be able to review the following:
- Who changed critical data.
- When changes occurred.
- What information changed.
- Which employee's data was changed/approved.
- Which employee approved data changes.
- Who has logged in recently.
With the ability to know who is adding, modifying, or deleting information within the parameters of your Access Level settings, you can have the peace of mind that your data is accurate, and be able to review and account for changes.
This report is only viewable to the Account Owner and Full Admin level users and is not shareable or exportable.
| Basic Information |
|
|---|---|
| Status | Date of Birth |
| Employee # | SSN |
| First Name | SIN |
| Middle Name | Gender |
| Last Name | Pronouns |
| Preferred Name | Marital Status |
| Standard Hours Per Week* | |
| Address Information |
|---|
| Address Line 1 |
| Address Line 2 |
| City |
| State |
| Zip |
| Country |
| Contact Information | |
|---|---|
| Mobile Phone | Facebook Name |
| Home Phone | LinkedIn URL |
| Work Phone | Instagram Username |
| Work Extension | Twitter Username |
| Home Email | |
| Work Email | Skype |
| Education Table |
|---|
| College/Institution |
| Start Date and End Date |
| GPA |
| Degree |
| Major/Specialization |
| Visa Table |
|---|
| Visa Date |
| Visa Type |
| Issuing Country |
| Date Issued and Expiration Date |
| Visa Note |
* Field specific to one of our integration partners and not standard for all accounts.
| Basic Information |
|---|
| Hire Date |
| Original Hire Date |
| EEO Job Category |
| Ethnicity |
| Rehire Date* |
| Veteran Status |
| Employment Status Table |
|---|
| Employment Status Effective Date |
| Employment Status |
| Employment Status Comment |
| Termination Date |
| Termination Type |
| Termination Reason |
| Final Pay Date* |
| Eligible for Rehire |
* Field specific to one of our integration partners and not standard for all accounts.
| Job Information Table |
|---|
| Job Information Effective Date |
| Location |
| Division |
| Department |
| Job Title |
| Bonus Table |
|---|
| Bonus Date |
| Bonus Amount |
| Bonus Reason |
| Bonus Comment |
| Commission Table |
|---|
| Commission Date |
| Commission Amount |
| Commission Comment |
| Credit Card Table |
|---|
| Card Type |
| Card # (Last 4 digits) |
| Card Expiration |
| Card Limit |
| Time Off Information |
|---|
| Accrual Level Start Date |
| Time Off Requests |
| Manual Adjustments to Balances |
| Policy Assignment/Unassignment |
| Documents Information |
|---|
| Upload of Documents |
| Edit of Document |
| Deletion of Document |
| Notes Information |
|---|
| Notes Description |
| Note Date (Timestamp not included) |
| Benefits Information |
|---|
| Benefit History Items** |
** This refers to any change that updates the employee's benefit history.
| Dependents Table | |
|---|---|
| First Name | Address Line 1 |
| Middle Name | Address Line 2 |
| Last Name | City |
| Relationship | State |
| Gender | Zip |
| SSN or SIN | Country |
| Date of Birth | Home Phone Number |
| Emergency Contact Information | |
|---|---|
| Name | Street 1 |
| Relationship | Street 2 |
| Home Phone Number | City |
| Mobile Phone Number | State |
| Work Phone Number | Zip |
| Work Extension | Country |
| Training Information | |
|---|---|
| Record a Training | Cost |
| Delete a Training | Credits |
| Edit a Training | Hours |
| Category | Instructor |
| Training Due Date | Note |
| Settings Information |
|---|
| Time Off: Addition and Modification of Categories and Policies |
| User Information |
|---|
| Password Change |
| Last Login Date |
| Custom Field Information |
|---|
| All Custom Fields are Tracked |
| Approval Information |
|---|
| Time Off Approvals |
| Time Tracking Approvals |
| Employee Updates |
When access to BambooHR is granted for the first time, you will see a line similar to the image above in the Audit Trail.
If a user is changed to "No Access," you will see a line similar to the image above in the Audit Trail. If a user is moved from one access level to a new access level, the change will not show in the Audit Trail.
Changes made to the Direct Deposit table or any of the fields in the Tax section will appear in the audit trail (except for the "Go Paperless and get my tax documents exclusively online" option). However, deductions will not be tracked.
Hours added: This will appear any time hours are added to an employee's timesheet. If the employee used the time clock to enter hours, it will show as "[Employee] added clock out time..." If a user besides the employee entered time on the employee's timesheet, it will specify who added the time.
Simply click to Show Changes or Hide Changes or view the details on the employee's timesheet.
Hours edited: This will appear any time hours are edited on an employee's timesheet. The previous time entered and the new time entered will show in the details. If a user besides the employee edits the hours, it will specify who edited the time.
Simply click to Show Changes or Hide Changes or view the details on the employee's timesheet.
Time Tracking Enabled/Disabled: This will appear any time a user is enabled (see screenshot) or disabled from BambooHR's Time Tracking feature. It will indicate who enabled or disabled Time Tracking for the employee.
Simply click to Show Changes or Hide Changes to view the changes.
When goals are added, edited, or deleted, a new line will show in the audit trail. Simply click View Performance to view the details about the new goal. If a goal was edited, there will be an option to show changes so you can see what was edited.
Peer feedback and assessments do not show in the Audit Trail report.
When an employee submits an update to personal information, which is then approved according to information update settings or if someone approves a custom update, a new line will show in the audit trail. Simply click View Changes to view details of what was updated.
To make sure the Audit Trail report is as efficient as possible, we do not track access level changes in Audit Trail. Instead, you can view access level changes in Access Level History.
Entries are added immediately when data is created, updated, or deleted for the tracked fields and actions.