Headcounts

The Headcounts tab displays a home page that lets you quickly create and view headcounts. Using standard or custom list views, you can also sort and filter your headcounts. In addition, it enables you to view, edit, and change owner detailed information on each headcount.

Clicking the Headcounts tab displays the Headcount home page, where you can view a list of headcounts matching specific criteria and perform actions such as creating and deleting headcounts.

  • To view a specific list of records, click and select the relevant list view. Using ClassicClosed In the View section, select the list view you want from the drop-down list.
  • To manage your list view, click . Using ClassicClosed Use the Create New View and Edit options to manage your list views.
  • To view a record's details, click its name in the list.
  • You can edit some values directly from the list view. To edit a value, hover over the field until is displayed, then click the field. Press Enter to apply your edit, then click Save (shown below the list view). Using ClassicClosed Double-click the field, edit its value, then click Save.
Notes:
  • The Headcounts tab provided with the budgets is only visible when it is associated with a headcount budget template. You have assigned the required permission sets to you. For more information, see Permission Sets and Other Technical Documentation.
  • The information in the Headcounts tab might vary depending upon the selection of the budget template types.

In addition, you can also specify the resource items of related headcount budgets' information that you want to include on the headcount from the Headcount by Resource Lines sections within the Headcounts tab. For example, employee payroll information, the increase in employee's annual base salary, and the new base salary for each headcount by resource line.