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| 1 | +================ |
| 2 | +Headcount report |
| 3 | +================ |
| 4 | + |
| 5 | +It can be helpful for companies to know how many employees are on their payroll. Additionally, |
| 6 | +comparing headcounts between different periods of time can provide insight for management. In Odoo, |
| 7 | +this can be done with the *Headcount* report in the **Payroll** app. |
| 8 | + |
| 9 | +Create a headcount report |
| 10 | +========================= |
| 11 | + |
| 12 | +To create a headcount report, navigate to :menuselection:`Payroll app --> Reporting --> Headcount`. |
| 13 | +Click the :guilabel:`New` button in the top-left corner, and a blank :guilabel:`Headcount` form |
| 14 | +laods. The name for the report is populated on the first line, and **cannot** be modified. The name |
| 15 | +follows the following format: `Headcount for (Company Name) on the (YYYY-MM-DD)`. |
| 16 | + |
| 17 | +The company populates the :guilabel:`Company` field, and appears wether in a single *or* |
| 18 | +multi-company database. The :guilabel:`From` field is populated with the current date, and the |
| 19 | +:guilabel:`To` field is blank, by default. Modify the :guilabel:`From` and :guilabel:`To` dates to |
| 20 | +capture the headcount of the sleected dates. |
| 21 | + |
| 22 | +.. image:: headcount/new-headcount.png |
| 23 | + :alt: A headcount report form filled out for the third quarter of 2025. |
| 24 | + |
| 25 | +When everything is configured on the :guilabel:`Headcount` form, click the :guilabel:`Populate` |
| 26 | +button to run the report. If the :guilabel:`From` and :guilabel:`To` dates are modified, the name is |
| 27 | +updated to reflect the time period of the report. |
| 28 | + |
| 29 | +A :icon:`fa-people` :guilabel:`Employees` smart button appears at the top of the screen, indicating |
| 30 | +the number of employees during that time period. |
| 31 | + |
| 32 | +View all headcount reports |
| 33 | +========================== |
| 34 | + |
| 35 | +Navigate to :menuselection:`Payroll app --> Reporting --> Headcount` to view a list of all headcount |
| 36 | +reports in the database. This presents the :guilabel:`Headcount` dashboard, with all headcount |
| 37 | +reports in a list view, in ascending chronological order. |
| 38 | + |
| 39 | +Each report displays the number of employees in the :guilabel:`Employee Count` column, as well as |
| 40 | +who ran the report (:guilabel:`Created by`), when the report was created in the dataabase |
| 41 | +(:guilabel:`Last Updated on`), and what :guilabel:`Company` it was for. |
| 42 | + |
| 43 | +View employees in a headcount |
| 44 | +----------------------------- |
| 45 | + |
| 46 | +To view the employees of a headcount report, click on a report in the :guilabel:`Headcount` |
| 47 | +dashboard, then click the :icon:`fa-people` :guilabel:`Employees` smart button. All employees from |
| 48 | +the headcount appear in a list view, grouped by :guilabel:`Department`. |
| 49 | + |
| 50 | +Expand any row to view the details for those employees. Each employee listed displays the following |
| 51 | +information: |
| 52 | + |
| 53 | +- :guilabel:`Employee`: the employee's full name |
| 54 | +- :guilabel:`Department`: the department their job position is in |
| 55 | +- :guilabel:`Job Title`: their role |
| 56 | +- :guilabel:`Employer Cost`: how much the company pays the employee each pay-period |
| 57 | +- :guilabel:`Wage on Payroll`: the dollar amount on payroll reports |
| 58 | + |
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