Audit trails
Tip Sheet keeps a record of who changed what, and when. You can see it in three places.
| Where | What it shows |
|---|---|
| Audit Trails, in the admin view's menu | Everything, across the whole business |
| A staff member's User Logs tab | Changes to that person's record |
| A pay run's Audit Trail tab | What has happened to that pay run |
Nobody can edit or delete an entry, and there's no download.
The Audit Trails page
Search by personFiltersNewest first, 50 to a page. The count at the top right says how many entries match. The arrows at the bottom go further back.
| Column | What it shows |
|---|---|
| When | When it happened. |
| Action | What kind of change it was. See What the actions mean. |
| By | Who did it. System means nobody signed in to Tip Sheet did it, for example a staff member opening their payout email. |
| Via | How the change was made. See Via. |
| Venue | The venue it happened at. Blank for changes that aren't about one venue. |
| Description | The detail, such as the week, the staff member or the setting. |
Where a status change is recorded, the description shows the status as Tip Sheet stores it: Master means Active.
Find something
- Search by person finds changes made by one person, by the name in By. It doesn't find the staff member a change was about. For that, use their User Logs, or pick an action and read the descriptions.
- Filters opens a panel with Dates, Via and Action. Choose Apply to use them. A number beside Filters says how many are narrowing the list. Clear filters empties them, and Cancel closes the panel.
| Filter | What it does |
|---|---|
| Dates | The first and last day. Pick the same day twice to see one day. The last day is included. |
| Via | Only changes made one way. See Via. |
| Action | One kind of change. Type in the box at the top of the list to find it. The × clears it. |
Dates counts a day from about 10 or 11 in the morning, Sydney time, not from midnight. If a change from early in the morning is missing, widen the range by a day.
Via: how a change was made
| Value | It means |
|---|---|
| Tip Sheet | Someone made the change on screen, in the usual way. |
| Tip Sheet Assistant | The change was made through the Tip Sheet Assistant, after the person confirmed it. It shows as a tag. |
| System | Tip Sheet did it, not a person. |
Entries from before the column existed have nothing in Via.
When you ask the Tip Sheet Assistant to make a change and confirm it, the entry is still recorded against you, the person who confirmed it, in By, so it counts as your change like any other. To see everything the assistant has done, set Via to Tip Sheet Assistant. If it hasn't made any changes, the page says Nothing matches.
Staff opening their emails
Each time a staff member opens their payout summary, Tip Sheet records it under Payout report accessed., with System in By and Via, and the internet address it was opened from.
Useful when someone says they never got their email: if it's here, they opened it.
What the actions mean
The names in the Action list are exactly as the screen shows them, including the odd full stop.
| Looking for | Choose |
|---|---|
| A week's status | Lock Tip Period, Unlock Tip Period, Mark tips as paid, Mark tips as unpaid |
| Changes to a tip sheet | Adjust tips, Revert tips, Reset tip periods, Hide Tip Period, UnHide Tip Period |
| Tips entered | Add cash tips, Add service charges, Allocate credit card tips |
| Imports run by hand | Manual timesheet import, Manual credit card import, Manual Banking Import |
| Paying from the tip sheet | Generated ABA File (a bank file downloaded), Pushed Tips to Payroll and Reverted Tips Pushed to Payroll (Tanda or Humanforce), Tips Payroll Allowance Configured |
| Emails to staff | Payout email sent. and Payout report accessed. (the weekly payout email), Tip Report Emailed and Tip Report Viewed (the tip payment summary) |
| Staff records | Update an employee, Update Employee status, Enable an employee, Delete an employee, Employee bulk update, Add employee for dependent venue, Bulk add employees for dependent venue |
| Bank details | Update an employee also records a bank details invitation sent or cancelled, and a staff member updating their own details. Employee onboarding bank details confirmation means they confirmed their details were right. |
| People who sign in | Invite User, Re-invite User, Invite Acceptance, Business User Enable, Business User Disable, Business User Update, Business User Delete |
| Venue access and roles | Add employee access, Update employee access, Add employee owner access, Remove employee owner access |
| Venues and settings | Add venue, Update venue, Archive Venue, Delete venue, Venue settings update, Venue integrations update, Manage department |
| The business | Business Updated, Business Settings Updated (the pay run email template), Payout Channels Updated (Tip Sheet support turned bank files or paying through Tanda or Humanforce on or off) |
| Pay runs | Pay Run Created, Tip Sheet Added to Pay Run, Tip Sheet Removed from Pay Run, Pay Run Locked, Pay Run Unlocked, Pay Run Generated ABA Files, Pay Run Payout Emails Sent, Pay Run Pushed Tips to Payroll, Pay Run Marked as Processed, Pay Run Rolled Back from Processed, Pay Run Settings Updated, Pay Run Deleted |
Venue settings update covers any change on a venue's settings: service periods, tip allocation, staff settings, the payout email, custom hours and so on. The description says which.
A staff member's User Logs
Open a staff member's details in the venue view and choose User Logs. It lists changes to that person's record: their details, status, department and tip points, and each time they opened a payout email. See A staff member's details.
It doesn't show bank details invitations or anything the staff member changed themselves. For those, use the Audit Trails page with Action set to Update an employee.
A pay run's Audit Trail tab
Open a pay run and choose Audit Trail. It lists what has happened to that pay run: created, weeks added or removed, locked, unlocked, bank files, emails and processed. The columns are When, What, Who, Via and Details. There are no filters.
Tips pushed to Tanda or Humanforce are on the Audit Trails page, under Pushed Tips to Payroll and Pay Run Pushed Tips to Payroll. See Pay Runs.
Who can do what
| To | Business permission |
|---|---|
| See the Audit Trails page and User Logs | View audit trails. It covers the whole business, including venues the person isn't assigned to. |
| See a pay run's Audit Trail tab | View Pay Runs or Manage Pay Runs |