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[ADD] Payroll: Headcount report #14562
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| Original file line number | Diff line number | Diff line change |
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| ================ | ||
| Headcount report | ||
| ================ | ||
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| The *Headcount report* in the **Payroll** app shows the number of employees on payroll and allows | ||
| headcount comparisons between different periods of time. | ||
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| Create a headcount report | ||
| ========================= | ||
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| Create a headcount report to see the number of employees at a specific time or compare headcounts | ||
| across periods. | ||
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| To create a headcount report, navigate to :menuselection:`Payroll app --> Reporting --> Headcount` | ||
| and click :guilabel:`New`. | ||
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| - Report name: generated automatically as `Headcount for (Company Name) on the (YYYY-MM-DD)` and | ||
| **cannot** be modified. | ||
| - :guilabel:`Company`: populated automatically (works in both single and multi-company databases) | ||
| - :guilabel:`From`/:guilabel:`To` dates: defaults to current date (from) and blank (to). Adjust | ||
| these to define the period to analyze. | ||
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| .. image:: headcount/new-headcount.png | ||
| :alt: A headcount report form filled out for the third quarter of 2025. | ||
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| Next, click :guilabel:`Populate` to generate the report. | ||
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| At the top of the form, a :icon:`fa-people` :guilabel:`Employees` smart button appears. Clicking the | ||
| button displays the total number of employees for the selected period. | ||
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| View all headcount reports | ||
| ========================== | ||
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| See how the company headcount has changed over time by viewing all headcount reports in a list view. | ||
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| To view all headcount reports, navigate to :menuselection:`Payroll app --> Reporting --> Headcount`. | ||
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| View employees in a headcount | ||
| ----------------------------- | ||
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| TO get an overall view of employees and their salary impact on the company, view all employee | ||
| records of a specific headcount report. | ||
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| To view the employees of a specific headcount report, click the :icon:`fa-people` | ||
| :guilabel:`Employees` smart button at the top of a headcount report. | ||
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| All employees from the headcount appear in a list view, grouped by :guilabel:`Department`. | ||
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| - :guilabel:`Employee`: the employee's full name | ||
| - :guilabel:`Department`: the department their job position is in | ||
| - :guilabel:`Job Title`: their role | ||
| - :guilabel:`Employer Cost`: how much the company pays the employee each pay-period | ||
| - :guilabel:`Wage on Payroll`: the dollar amount on payroll reports | ||
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