[ADD] Payroll: Headcount report

closes odoo/documentation#14623

X-original-commit: aaf815f5d9
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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larm-odoo
2025-09-12 22:13:02 +00:00
parent 4c2113327e
commit 218ab97744
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@@ -901,6 +901,7 @@ form.
- :doc:`payroll/batches`
- :doc:`payroll/commissions`
- :doc:`payroll/reporting`
- :doc:`payroll/headcount`
- :doc:`payroll/work_entry_analysis`
- :doc:`payroll/payroll_localizations`
@@ -915,5 +916,6 @@ form.
payroll/batches
payroll/commissions
payroll/reporting
payroll/headcount
payroll/work_entry_analysis
payroll/payroll_localizations

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================
Headcount report
================
The *Headcount report* in the **Payroll** app shows the number of employees on payroll and allows
headcount comparisons between different periods of time.
Create a headcount report
=========================
Create a headcount report to see the number of employees at a specific time or compare headcounts
across periods.
To create a headcount report, navigate to :menuselection:`Payroll app --> Reporting --> Headcount`
and click :guilabel:`New`.
- Report name: generated automatically as `Headcount for (Company Name) on the (YYYY-MM-DD)` and
**cannot** be modified.
- :guilabel:`Company`: populated automatically (works in both single and multi-company databases)
- :guilabel:`From`/:guilabel:`To` dates: defaults to current date (from) and blank (to). Adjust
these to define the period to analyze.
.. image:: headcount/new-headcount.png
:alt: A headcount report form filled out for the third quarter of 2025.
Next, click :guilabel:`Populate` to generate the report.
At the top of the form, a :icon:`fa-people` :guilabel:`Employees` smart button appears. Clicking the
button displays the total number of employees for the selected period.
View all headcount reports
==========================
See how the company headcount has changed over time by viewing all headcount reports in a list view.
To view all headcount reports, navigate to :menuselection:`Payroll app --> Reporting --> Headcount`.
View employees in a headcount
-----------------------------
TO get an overall view of employees and their salary impact on the company, view all employee
records of a specific headcount report.
To view the employees of a specific headcount report, click the :icon:`fa-people`
:guilabel:`Employees` smart button at the top of a headcount report.
All employees from the headcount appear in a list view, grouped by :guilabel:`Department`.
- :guilabel:`Employee`: the employee's full name
- :guilabel:`Department`: the department their job position is in
- :guilabel:`Job Title`: their role
- :guilabel:`Employer Cost`: how much the company pays the employee each pay-period
- :guilabel:`Wage on Payroll`: the dollar amount on payroll reports

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