How do I generate employee headcount reports via the HR platform?

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. It means an employee will not appear in the Headcount Report if they have a future start date.

  1. Click the   Reports menu.
  2. Click the People tab.
  3. Click the Headcount Reports box.
    screenshot of the reports page, with a highlight on the people tab and headcount reports box
  4. Refine your search based on the following:
    • Active headcount on x date.
    • Employment type.
    • Contract type.
    • More.
  5. Click the Filter button.
    Headcount 1.jpg

Data management

Download your active employee headcount report

Important

The Headcount Report uses the Start Date field in the Employment History feature. This means an employee will not appear in the Headcount Report if they have a future start date.

  1. Click the   Reports menu.
  2. Click the People tab.
  3. Click the Headcount Reports box.
    screenshot of the reports page, with a highlight on the people tab and headcount reports box
  4. Refine your search based on the following:
    • Active headcount on x date.
    • Employment type.
    • Contract type.
    • More.
  5. Click the Filter button.
  6. Click the Download CSV button.
    Headcount 2.jpg

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