An employee's lifecycle within the company includes many milestones, changes and updates that are crucial to track. Staying on top of that data and being aware of the changes that occurred allows you to stay aligned with your KPI goals and to easily present just the data you need.
What is the Changes Report?
bob's Changes Report helps you track the changes in an employee's lifecycle over a given time period. The report provides you with information on all the changes of any field made to your employees — like salary changes, department switches, or terminations — in a selected time range. As shown below, changes during the given time period are highlighted in yellow. If an employee has multiple changes within one time period, then there will be multiple highlighted fields within that employee's row.
Using the Changes Report
To access the Changes Report, navigate to Reports > Changes, then select New Changes Report. You can select the time period for employee changes in two different ways:
You can select Present Range, which will display preset periods (ex. Last six months, Entire company history)
You can select Custom Month Range, by selecting a From and To month from the calendar picker. Note: to select a single month, click the desired month twice.
3. Select the information want to view in the report using the Column picker.
Note: If an employee has changes in a hidden/undisplayed column, then the employee will not appear in the report. Once you display that column, the employee will appear in the report.
4. Use the Filter below the Column picker to focus on what is most important to you.
For example, changes that occurred in the Sales department this year.
Utilize the Change Type filter to track only the changes by type of change (e.g. New
5. You can save, download or setup a scheduled report to periodically receive the
report directly to your inbox using the buttons in the menu bar.
What's the difference between the Changes Report and the Audit Report?
The Changes Report displays changes of fields (e.g. salary, job title) related to the employee's lifecycle in the selected timeframe. Each record represents an effective date and the changes occurred at this date (note that this might be several fields) .
On the other hand, the Audit Report displays the log of any change to any field of the employee through the entire company history. Each record represents a field that changed (only one field) according to the date the change was made (e.g., the date someone made the change in the system — the effective date could be different). It also includes data related to the change such as changed by, value before/after ,etc.
It is no longer possible to create new Employee Changes Reports — use the Changes report outlined in this article in its place. All reports previously created will still be accessible, no data will be lost.
The following sections are currently unavailable in the Changes Report: Children, Equity, Training, and Right to Work.
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