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[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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@@ -901,6 +901,7 @@ form.
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- :doc:`payroll/batches`
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- :doc:`payroll/commissions`
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- :doc:`payroll/reporting`
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- :doc:`payroll/headcount`
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- :doc:`payroll/work_entry_analysis`
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- :doc:`payroll/payroll_localizations`
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@@ -915,5 +916,6 @@ form.
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payroll/batches
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payroll/commissions
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payroll/reporting
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payroll/headcount
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payroll/work_entry_analysis
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payroll/payroll_localizations
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53
content/applications/hr/payroll/headcount.rst
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53
content/applications/hr/payroll/headcount.rst
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@@ -0,0 +1,53 @@
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================
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Headcount report
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================
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The *Headcount report* in the **Payroll** app shows the number of employees on payroll and allows
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headcount comparisons between different periods of time.
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Create a headcount report
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=========================
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Create a headcount report to see the number of employees at a specific time or compare headcounts
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across periods.
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To create a headcount report, navigate to :menuselection:`Payroll app --> Reporting --> Headcount`
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and click :guilabel:`New`.
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- Report name: generated automatically as `Headcount for (Company Name) on the (YYYY-MM-DD)` and
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**cannot** be modified.
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- :guilabel:`Company`: populated automatically (works in both single and multi-company databases)
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- :guilabel:`From`/:guilabel:`To` dates: defaults to current date (from) and blank (to). Adjust
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these to define the period to analyze.
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.. image:: headcount/new-headcount.png
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:alt: A headcount report form filled out for the third quarter of 2025.
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Next, click :guilabel:`Populate` to generate the report.
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At the top of the form, a :icon:`fa-people` :guilabel:`Employees` smart button appears. Clicking the
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button displays the total number of employees for the selected period.
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View all headcount reports
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==========================
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See how the company headcount has changed over time by viewing all headcount reports in a list view.
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To view all headcount reports, navigate to :menuselection:`Payroll app --> Reporting --> Headcount`.
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View employees in a headcount
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-----------------------------
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TO get an overall view of employees and their salary impact on the company, view all employee
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records of a specific headcount report.
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To view the employees of a specific headcount report, click the :icon:`fa-people`
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:guilabel:`Employees` smart button at the top of a headcount report.
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All employees from the headcount appear in a list view, grouped by :guilabel:`Department`.
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- :guilabel:`Employee`: the employee's full name
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- :guilabel:`Department`: the department their job position is in
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- :guilabel:`Job Title`: their role
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- :guilabel:`Employer Cost`: how much the company pays the employee each pay-period
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- :guilabel:`Wage on Payroll`: the dollar amount on payroll reports
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content/applications/hr/payroll/headcount/new-headcount.png
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