|
| 1 | +================ |
| 2 | +Headcount report |
| 3 | +================ |
| 4 | + |
| 5 | +The *Headcount report* in the **Payroll** app shows the number of employees on payroll and allows |
| 6 | +headcount comparisons between different periods of time. |
| 7 | + |
| 8 | +Create a headcount report |
| 9 | +========================= |
| 10 | + |
| 11 | +Create a headcount report to see the number of employees at a specific time or compare headcounts |
| 12 | +across periods. |
| 13 | + |
| 14 | +To create a headcount report, navigate to :menuselection:`Payroll app --> Reporting --> Headcount` |
| 15 | +and click :guilabel:`New`. |
| 16 | + |
| 17 | +- Report name: generated automatically as `Headcount for (Company Name) on the (YYYY-MM-DD)` and |
| 18 | + **cannot** be modified. |
| 19 | +- :guilabel:`Company`: populated automatically (works in both single and multi-company databases) |
| 20 | +- :guilabel:`From`/:guilabel:`To` dates: defaults to current date (from) and blank (to). Adjust |
| 21 | + these to define the period to analyze. |
| 22 | + |
| 23 | +.. image:: headcount/new-headcount.png |
| 24 | + :alt: A headcount report form filled out for the third quarter of 2025. |
| 25 | + |
| 26 | +Next, click :guilabel:`Populate` to generate the report. |
| 27 | + |
| 28 | +At the top of the form, a :icon:`fa-people` :guilabel:`Employees` smart button appears. Clicking the |
| 29 | +button displays the total number of employees for the selected period. |
| 30 | + |
| 31 | +View all headcount reports |
| 32 | +========================== |
| 33 | + |
| 34 | +See how the company headcount has changed over time by viewing all headcount reports in a list view. |
| 35 | + |
| 36 | +To view all headcount reports, navigate to :menuselection:`Payroll app --> Reporting --> Headcount`. |
| 37 | + |
| 38 | +View employees in a headcount |
| 39 | +----------------------------- |
| 40 | + |
| 41 | +TO get an overall view of employees and their salary impact on the company, view all employee |
| 42 | +records of a specific headcount report. |
| 43 | + |
| 44 | +To view the employees of a specific headcount report, click the :icon:`fa-people` |
| 45 | +:guilabel:`Employees` smart button at the top of a headcount report. |
| 46 | + |
| 47 | +All employees from the headcount appear in a list view, grouped by :guilabel:`Department`. |
| 48 | + |
| 49 | +- :guilabel:`Employee`: the employee's full name |
| 50 | +- :guilabel:`Department`: the department their job position is in |
| 51 | +- :guilabel:`Job Title`: their role |
| 52 | +- :guilabel:`Employer Cost`: how much the company pays the employee each pay-period |
| 53 | +- :guilabel:`Wage on Payroll`: the dollar amount on payroll reports |
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