Viewing the Payee Audit History (Payroll UK)

Payee data stored in the system is critical for ensuring that payees are paid correctly and according to legislative requirements. The Portal > Pay module maintains an audit history that allows you to view the following information about a payee record:

when the changes were made
who made the changes
what the changes were.

You can view a chronological list of events that affected a payee record via the Payee Audit History screen. Each time a payee record is saved, including the first time the record is created, an event is added to the list of events shown in the Payee Audit History screen. An example of this is shown below.

You can click on any event listed on the Payee Audit History screen to display the payee record as it was when the event occurred. The payee record is displayed in a separate Payee Entry screen and is shown in display-only mode so that the historical payee information cannot be edited.
When you view a historic version of a payee record, the Payee Entry screen does not show the following information that is normally displayed in the Payee Entry screen:

Attachments.
Payee Conditional Variables
Custom Fields.

How to View the Payee Audit History

To view the payee audit history, follow the procedure below.

How to View the Payee Audit History
	Search for and open the relevant payee record.
2.	At the top of the Payee Entry screen, click Audit. The Payee Audit History screen opens, showing a list of audit events for the payee record.
3.	Click the Edit button against an event listed on the Payee Audit Screen to see the payee record as it was when the listed event occurred. The payee record opens in a separate tab in display-only mode.