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[ADD] Payroll: Headcount report
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content/applications/hr/payroll.rst

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- :doc:`payroll/batches`
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- :doc:`payroll/commissions`
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- :doc:`payroll/reporting`
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- :doc:`payroll/headcount`
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- :doc:`payroll/work_entry_analysis`
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- :doc:`payroll/payroll_localizations`
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payroll/batches
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payroll/commissions
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payroll/reporting
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payroll/headcount
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payroll/work_entry_analysis
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payroll/payroll_localizations
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================
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Headcount report
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================
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It can be helpful for companies to know how many employees are on their payroll. Additionally,
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comparing headcounts between different periods of time can provide insight for management. In Odoo,
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this can be done with the *Headcount* report in the **Payroll** app.
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Create a headcount report
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=========================
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To create a headcount report, navigate to :menuselection:`Payroll app --> Reporting --> Headcount`.
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Click the :guilabel:`New` button in the top-left corner, and a blank :guilabel:`Headcount` form
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laods. The name for the report is populated on the first line, and **cannot** be modified. The name
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follows the following format: `Headcount for (Company Name) on the (YYYY-MM-DD)`.
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The company populates the :guilabel:`Company` field, and appears wether in a single *or*
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multi-company database. The :guilabel:`From` field is populated with the current date, and the
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:guilabel:`To` field is blank, by default. Modify the :guilabel:`From` and :guilabel:`To` dates to
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capture the headcount of the sleected dates.
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.. image:: headcount/new-headcount.png
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:alt: A headcount report form filled out for the third quarter of 2025.
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When everything is configured on the :guilabel:`Headcount` form, click the :guilabel:`Populate`
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button to run the report. If the :guilabel:`From` and :guilabel:`To` dates are modified, the name is
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updated to reflect the time period of the report.
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A :icon:`fa-people` :guilabel:`Employees` smart button appears at the top of the screen, indicating
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the number of employees during that time period.
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View all headcount reports
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==========================
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Navigate to :menuselection:`Payroll app --> Reporting --> Headcount` to view a list of all headcount
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reports in the database. This presents the :guilabel:`Headcount` dashboard, with all headcount
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reports in a list view, in ascending chronological order.
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Each report displays the number of employees in the :guilabel:`Employee Count` column, as well as
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who ran the report (:guilabel:`Created by`), when the report was created in the dataabase
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(:guilabel:`Last Updated on`), and what :guilabel:`Company` it was for.
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View employees in a headcount
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-----------------------------
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To view the employees of a headcount report, click on a report in the :guilabel:`Headcount`
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dashboard, then click the :icon:`fa-people` :guilabel:`Employees` smart button. All employees from
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the headcount appear in a list view, grouped by :guilabel:`Department`.
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Expand any row to view the details for those employees. Each employee listed displays the following
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information:
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- :guilabel:`Employee`: the employee's full name
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- :guilabel:`Department`: the department their job position is in
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- :guilabel:`Job Title`: their role
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- :guilabel:`Employer Cost`: how much the company pays the employee each pay-period
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- :guilabel:`Wage on Payroll`: the dollar amount on payroll reports
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