diff --git a/content/applications/hr/payroll.rst b/content/applications/hr/payroll.rst index 4bd19d852c..72d9cb2a69 100644 --- a/content/applications/hr/payroll.rst +++ b/content/applications/hr/payroll.rst @@ -901,6 +901,7 @@ form. - :doc:`payroll/batches` - :doc:`payroll/commissions` - :doc:`payroll/reporting` + - :doc:`payroll/headcount` - :doc:`payroll/work_entry_analysis` - :doc:`payroll/payroll_localizations` @@ -915,5 +916,6 @@ form. payroll/batches payroll/commissions payroll/reporting + payroll/headcount payroll/work_entry_analysis payroll/payroll_localizations diff --git a/content/applications/hr/payroll/headcount.rst b/content/applications/hr/payroll/headcount.rst new file mode 100644 index 0000000000..8d9f0590ba --- /dev/null +++ b/content/applications/hr/payroll/headcount.rst @@ -0,0 +1,53 @@ +================ +Headcount report +================ + +The *Headcount report* in the **Payroll** app shows the number of employees on payroll and allows +headcount comparisons between different periods of time. + +Create a headcount report +========================= + +Create a headcount report to see the number of employees at a specific time or compare headcounts +across periods. + +To create a headcount report, navigate to :menuselection:`Payroll app --> Reporting --> Headcount` +and click :guilabel:`New`. + +- 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. + +.. image:: headcount/new-headcount.png + :alt: A headcount report form filled out for the third quarter of 2025. + +Next, click :guilabel:`Populate` to generate the report. + +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. + +View all headcount reports +========================== + +See how the company headcount has changed over time by viewing all headcount reports in a list view. + +To view all headcount reports, navigate to :menuselection:`Payroll app --> Reporting --> Headcount`. + +View employees in a headcount +----------------------------- + +TO get an overall view of employees and their salary impact on the company, view all employee +records of a specific headcount report. + +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. + +All employees from the headcount appear in a list view, grouped by :guilabel:`Department`. + +- :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 diff --git a/content/applications/hr/payroll/headcount/new-headcount.png b/content/applications/hr/payroll/headcount/new-headcount.png new file mode 100644 index 0000000000..6907f4e1dd Binary files /dev/null and b/content/applications/hr/payroll/headcount/new-headcount.png differ