To track updates made to an employee's bank details in payroll, you need to generate a bank detail audit report using Insights.
To do this, follow the steps below in Portal.
From the dashboard menu, select Insight.
Click Actions then click Create Report.
In the Name field, provide a name for the report then click OK.
From the Add drop-down menu select Column.
From the Filter Columns By View drop-down menu, select the view Audit Details (Pay).
In the Search field, search for the following columns to add to the report:
Person Reference
Date and Time
Audit Type
Username
New Value
Old Value
Field Name
After you've finished adding the columns, click OK.
From the Select a setting drop-down menu, select Filters.
Click ADD then in the Report Column drop down menu, select Audit Type.
From the Operator menu, select equal to then in the Filter Text field, enter Update.
📌Note: This only includes data that has been updated and excludes any information added to the system for the first time.
Click OK then create another filter following steps 9 - 10 to return the data you require.
📌Note: Data such as Field Name = IBAN or BIC. This will show bank account numbers updates.
Click Actions then click View Mode.
Click Refresh Data then this will display the audit report.
If no data is returned in the insight report, check the user creating the report has pay group access.
⚠️Important: If no data appears, remove the condition Audit type = update then click Refresh.