Headcount Reports

The Headcount reports provide a clear snapshot of your current workforce size, categorized by active employees for each month within a selected year. This valuable insight helps you track your company's growth and identify trends.

With Headcount Reports you can:

• Monitor Growth: Easily track your workforce size over time to understand your company's growth trajectory.
• Identify Trends: Analyze fluctuations in headcount to gain insights into hiring and retention patterns.
• Inform Strategic Decisions: Use headcount data to make informed decisions regarding staffing needs, resource allocation, and budgeting.

How to Access Your Headcount Reports:

1. Navigate to the Reports module in the main menu
2. Select People Management from the Basic section
3. Choose the Headcount report card and click View

The Headcount report opens with data for the past 12 months, starting from the first day of the current month and ending on the last day. This timeframe provides a comprehensive view of your evolving workforce, allowing you to analyze trends in employee count over the past year.

Report Layout

• ID
• Employee Name (Clicking the name opens the employee's profile in a separate window.)
• Start Date - End Date (Active employment period)
• Position
• Professional Level
• Branch Office 
• Department
• Employment Type (e.g. Full Time, Part Time)

• Click the calendar icon next to the Start Date field 
• Select the year you want to analyze
• Choose the specific month within the selected year
• The End Date automatically adjusts to the last day of the month twelve months after your chosen Start Date. For example, if you select March 1st, 2023 as the Start Date, the End Date will automatically populate as March 31st, 2024.

Group By Feature: Gain even deeper insights into your workforce composition by grouping the data based on various options:

• Employee Count

• Employment Type
• Branch Office 
• Department
• Gender
• Position

Note: The Filter functionality can be accessed from both the main report page and the sidebar menu for your convenience. These filters offer the same functionality, regardless of where you access them. Selecting options in any filter will produce analogous results across all filters.

Headcount Report Graph View

The Headcount report opens with a default line chart view, effectively depicting your workforce size fluctuations over a selected year. This chart responds dynamically to your selections in the Group By dropdown menu, allowing you to analyze headcount trends for specific segments of your workforce (department, branch office, gender, etc.)

Group By View:

Headcount by Employee Count

The chart initially displays a line representing the total number of employees (employee count) for the selected year.

X-axis (Horizontal): Represents each month within the chosen timeframe

Y-axis (Vertical): Represents the number of active employees

Hover over any data point (intersection of a month and the line representing employee count) to view a tooltip. This tooltip displays the exact number of active employees on the last day of that specific month.

Headcount by Branch Office

This view of the Headcount report allows you to analyze employee count trends across your different branch offices. Select a branch from the Group By dropdown menu to see the specific report.

X-axis (Horizontal): Represents each month within the chosen timeframe

Y-axis (Vertical): Lists all active branch offices that have employees during the selected period

Hovering over any data point (where a month intersects a line representing employee count for a specific branch) displays a tooltip. This tooltip displays the exact number of active employees in that particular branch office on the last day of the corresponding month.

Note: Each branch office is represented by a uniquely colored line on the graph.

Headcount by Department

The view of the Headcount report allows to track employee counts in each department. Select a department from the Group By dropdown menu to see the specific report.

X-axis (Horizontal): Represents each month from the selected time interval. 

Y-axis (Vertical): Shows all departments in which there are Active Employees.

Hovering over any data point (where a month intersects a line representing employee count for a specific department) displays a tooltip. This tooltip displays the exact number of active employees in that particular department on the last day of the corresponding month.

Note: Lines on the graph are color-coded to distinguish each department, allowing you to quickly track trends.

Headcount by Employment Type

This view of the Headcount report allows you to examine the distribution of your workforce across different employment types.

X-axis (Horizontal): Represents each month within the chosen timeframe.

Y-axis (Vertical): Shows all active employee categories based on their employment type (e.g., Full-Time, Part-Time).

Hovering over any data point (where a month intersects a line representing employee count for a specific employment type) reveals a tooltip. This tooltip displays the exact number of active employees with that particular employment type (Full-Time, Part-Time) on the last day of the corresponding month.

Note: Lines on the graph are colored uniquely to distinguish each employment type (e.g., Full-Time, Part-Time).

Headcount by Gender Distribution

This view of the Headcount report allows you to visualize the gender distribution of your workforce over time.

X-axis (Horizontal): Represents each month within the chosen timeframe.

Y-axis (Vertical): Shows the number of employees for each gender (typically Male and Female) on the last day of the month.

Hovering over any data point (where a month intersects a line representing a specific gender) reveals a tooltip. This tooltip displays the exact number of active employees identified as Male or Female on the last day of the corresponding month.

Note: Lines on the graph are colored uniquely to distinguish between genders

Headcount by Position

Headcount by Position

This view of the Headcount report allows you to examine trends in employee count for specific job titles within your organization.

X-axis (Horizontal): Represents each month within the chosen timeframe.

Y-axis (Vertical): Shows the number of employees for each specific position on the last day of the month.

Hovering over any data point (where a month intersects a line representing employee count for a particular position) reveals a tooltip. This tooltip displays the exact number of active employees currently holding that specific position on the last day of the corresponding month.

Note: Lines on the graph are colored uniquely to distinguish between different positions.

Headcount Report Calendar View

Click the Calendar icon 📅 to access the Headcount report in a calendar format. This view presents your workforce data in a grid layout and the employees' list:

Columns: Represent each month within the chosen timeframe, specified by the Date Pickers. Each column displays the active headcount for the last day of the corresponding month

Rows: Reflect the selections you make from the Group By dropdown menu. This allows you to categorize and view headcount data based on various criteria, including:

• Branch: See headcount trends across your different branch offices
• Department: Analyze headcount distribution within each department
• Employee Count: View the total number of employees for the selected timeframe 
• Employment Type: Track the breakdown of active employees by their employment type (e.g., Full-Time, Part-Time)
• Gender: Monitor the gender distribution of your workforce
• Position: Analyze staffing levels for specific job titles

Employees' list: Displays all employees within your organization for the chosen timeframe. Each employee entry provides relevant details such as position, level, branch, and more.

Export Graphs

Easily export the report's graph as a PDF or Excel file using the Export button.