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Active employee headcount report | HR Web Platform

James Nixon
Updated
EH Content Team

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   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  We base the default access level on a per user basis and whether they have  view,  edit and  delete access and excluding any changes made via our Custom Security feature.

Getting Started

Create an active employee report

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.

  1. Click the   Reports menu.
  2. Click the Headcount Reports submenu.

    Helpful Hint

    You will now see the overview page, which displays the Headcount and Termination graphs.

  3. Click on the Headcount Report graph.
    screenshot of headcount report page showing two graphs one is the headcount report and the other is the termination report. the headcount report is outlined in red
  4. Chose from the following filters to refine the displayed data:
    • Date filter.
    • Employment type.
    • Location.
  5. Click the Filter button.
    screenshot of the headcount report page. you can filter the details you see of the employees by date, employment type and location. the filter panel is outlined in red. below are the filter results sorted by name, onboarding country, location, team, position, employment type and start date. There is an option to download your results as a csv file.

Maintain

Download your employee termination report

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.

  1. Click the   Reports menu.
  2. Click the Headcount Reports submenu.

    Helpful Hint

    You will now see the overview page, which displays the Headcount and Termination graphs.

  3. Click on the Headcount Report graph.
    screenshot of headcount report page showing two graphs one is the headcount report and the other is the termination report. the headcount report is outlined in red
  4. Chose from the following filters to refine the displayed data:
    • Date filter.
    • Employment type.
    • Location.
  5. Click the Filter button.
  6. Click the Download CSV button.
    screenshot of the headcount report page. you can filter the details you see of the employees by date, employment type and location. below are the filter results sorted by name, onboarding country, location, team, position, employment type and start date. There is an option to download your results as a csv file. this is highlighted in red

Author recommended

So you have now run your active employee headcount report and are wondering what to do next. There are two recommendations I would make on this front, and they are:

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