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Role and Compensation History

Easily track every change to an employee’s title and pay with a clear, date-stamped history, all neatly organized within their profile.

Written by Efrat Barak Zadok

Track Role & Pay History

Every time you update an employee's title or salary, it's saved as a dated snapshot. This means you can always go back and see exactly what changed and when.

Update Employee Information

To make a change to an employee's role or pay:

  1. Open the employee's profile

  2. Click on 'Update Info' in the profile or work tab

3. Enter the new information and select the Effective Date

4. If the Effective Date stays the same, you will then have the option to update the existing row

5. If the Effective Date changes, you will have the option to click on the 'Set as new' button to create a new row.

That's it! The change is logged and visible on their profile.

View or Edit Past Changes

To check or adjust previous updates:

  1. Click on 'View History'

  2. Browse the timeline of updates

  3. Select and edit any snapshot you've previously added

Exporting Role & Compensation History

Super Admins can export the full role and compensation change history for your organization directly from the People list, as a CSV or Excel file. Each row in the export represents one effective-dated change, giving a complete audit trail across employees.

How to Export

  1. Open the People list.

  2. Choose the export option and select CSV or Excel as the file format.

  3. Download the file, which contains one row per effective-dated role or compensation change.

Note: This export is available to Super Admins only, since compensation history includes clear-text pay.

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