Audit Trail
Every change to time, rates, approvals, users and settings is recorded with who made it, from which console, and the value before and after. The log is read-only and exports to CSV.
Last checked against the product:
Overview
Who did what, when, and what changed.
Agency console: Setup > Audit log. Client dashboard: Setup > Audit log. Rows are newest first, 50 to a page. Nothing on the page can change or delete a row.
Before you start
- Agency console: a super admin or an Admin with the Audit log page. The Coordinator, Payroll and Read-only presets do not include it.
- Client dashboard: a tenant admin (Admin role).
Find a Change
Filters across the top.
Open the log
Go to Setup > Audit log.
Set the filters
Use any of these together: the search box (it searches the details), All users, All actions, All types, the Record id (for example one time entry), All consoles and the From and To dates.
Apply
Click Filter. The number of matching rows shows above the table. Click Clear to start again.
| Console filter | Changes made by |
|---|---|
| Agency admin | Agency console users |
| Client manager | Client dashboard users |
| Client portal | Client approvers, supervisors and viewers |
| Worker | Workers in the worker app |
| Kiosk | Clocks made at a kiosk |
| System | Scheduled jobs, such as auto clock-out or the retention sweep |
Full Details
The before and after values.
Click the time or the summary in the Details column of a row. The panel shows When, Who, the Action and the Entity, then a table of each Field with its Before and After value, and the raw record under Full details. A Reason shows when one was given, for example for a timesheet correction or a week unlock. Click all rows for this entry, or the record number in a row, to see the whole history of that record.
Rate Changes
Pay and charge rates are tracked separately.
Export CSV
The filtered list, for an auditor or a dispute.
Set the filters, then click Export CSV. The file holds the filtered rows, newest first, up to 50,000 rows. Hidden pay figures stay hidden in the file. The export itself is written to the audit log.
What Each Console Sees
Clients see their own records only.
| Console | Rows shown |
|---|---|
| Agency console | Every row for every client. |
| Client dashboard | Rows about that client, rows made by its managers or portal users, and rows about its workers, sites, time entries or users. |
The audit log is kept for 6 years by default, the same as time and pay records. A super admin can change this on Setup > Data retention. See Data Retention.
Troubleshooting
Common questions.
| Problem | Check |
|---|---|
| I cannot see Audit log in the menu | Your access level does not include it. Ask a super admin (agency console) or a tenant admin (client dashboard). |
| Amounts show as hidden | Your account cannot see pay. Ask for the view pay permission, or ask someone who has it. |
| Too many rows | Add a Record id or a date range, or pick one user. |
Related guides
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