Headcount reporting: Active employees

Overview

As an organisation, a core component of your business is your employees that you may employee 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.

Availibility

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium

Getting Started

Creating 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. To access additional reporting on active employees, click on the Headcount Report graph.
    Active_1.jpg
  4. Chose from the following filters to refine the displayed data:
    • Date filter.
    • Employment type.
    • Location.
  5. Click the Filter button.
    Active_2.jpg

Maintain

Downloading 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. To access additional reporting on active employees, click on the Headcount Report graph.
    Active_1.jpg
  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.
    Active_3_.jpg
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