As an organisation, a core component of your business is your employees that you may employ either on a casual, part-time or full-time basis. The number of employees in your organisation can change as ongoing projects close out and your business expands or contracts, making employee management a core component of your organisation.
The Active Employee Reporting feature allows you to create a report that you can use to analyse what your headcount was at a specific date broken down by their employment type and location. You can also use this feature to download a CSV file of the data, enabling you to load the report into a CSV-supported program like Microsoft Excel.
Availability
| HR Plan: | Standard | Standard | Premium | Platinum |
Getting Started
Important
The Headcount Report uses the Start Date field in the Employment History feature, meaning if an employee has a future start date, they will not appear in the Headcount report.
- Click the Reports menu.
- Click the Headcount Reports submenu.
Helpful Hint
You will now see the overview page, which displays the Headcount and Termination graphs.
- Click on the Headcount Report graph.
- Chose from the following filters to refine the displayed data:
- Date filter.
- Employment type.
- Location.
- Click the Filter button.
Maintain
Important
The Headcount Report uses the Start Date field in the Employment History feature, meaning if an employee has a future start date, they will not appear in the Headcount report.
- Click the Reports menu.
- Click the Headcount Reports submenu.
Helpful Hint
You will now see the overview page, which displays the Headcount and Termination graphs.
- Click on the Headcount Report graph.
- Chose from the following filters to refine the displayed data:
- Date filter.
- Employment type.
- Location.
- Click the Filter button.
- Click the Download CSV button.
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