Using Headcounts in Budgets

The way the headcount works is to either manually create the resource headcount and headcount line information from the Headcounts tab or import Microsoft Excel. CSV files the headcount resource information using the Salesforce Data Import wizard.

The headcount resource information imported into the FinancialForce Planning application using the Salesforce Data Import wizard is further stored in the Payroll Lines custom object that can be reused and imported into the Headcount by Resource Lines object to manage the existing budgets. For more information about the custom objects, see Payroll Lines Fields and Headcount by Resource Lines Fields Fields.

Notes:

• You can also use FinancialForce DataStream or Salesforce Data Loader to import the headcount resource information, but we recommend you import using the Salesforce Data Import wizard.
• The Headcounts tab provided within budgets is only visible when it has associated a headcount budget template. You have also assigned the required permission sets are assigned to you. For more information, see Permission Sets and Other Technical Documentation.
• The information in the Headcounts tab can vary depending on 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 section within the Headcounts tab. For example, employee payroll information, the increase in employee's annual base salary, and variable pay target for each headcount by resource line.

Note:

All the sensitive information that Headcount by Resource Lines contains is secured using the permission sets.

Example

In this example, when you increase the salary of an employee 9 by 10% in the Salary Increment field, it increases the Salary and Wage costs by roughly $1000 in the App tab of the budget, that is 10% of Salary Base - 115.000£, divided by the months where the Salary Increase applies.

But, when the Salary Increment Start Date for the headcount by resource line is set as to April 01 in the Headcounts tab, it is indicated in a field in the Headcounts table so that the salary increment is effective from April 01 in that budget year, for all employees shown in the table.

When the salary increment is happening for multiple employees, the calculation rules are applied and additional values are generated based on the calculation rules set.

For the Start Date, you can see that in the GLA 6000 - Salary and Wages, you have an increment of starting from the July 01 - you have an increment of roughly 5K from 61k to 66k due to the 120k yearly base salary of employee #19, divided for half year (60k), divided for the number of months where this applies.

Headcounts Tab in the Budget

Employee ID	Annual Base Salary	Salary Increment	Salary Increment (%)	Start Date	New Base Salary
Employee #09	£ 115,000.00	£ 11,500.00	10.00%		£ 126,500.00
Employee #18	£ 120,000.00				£ 120,000.00
Employee #19	£ 120,000.00			01/07/2022	£ 60,000.00
Employee #20	£ 120,000.00				£ 120,000.00
Employee #23	£ 120,000.00				£ 144,000.00
Employee #24	£ 240,000.00				£ 240,000.00
Grand Total	£ 835,000.00				£ 810,500.00

App Tab in the Budget

	2022/001	2022/002	2022/003	2022/004	2022/005	2022/006	2022/007	2022/008	2022/009	2022/010	2022/011	2022/012
6000 - Salary and Wages	£61,583.33	£61,583.33	£61,583.33	£61,583.33	£61,583.33	£61,583.33	66,624.43	66,624.43	66,624.43	66,624.43	66,624.43	66,624.43
6000 - Salary and Wages (2)	£61,583.33	£61,583.33	£61,583.33	£62,541.67	£62,541.67	£62,541.67	£67,582.76	£67,582.76	£67,582.76	£67,582.76	£67,582.76	£67,582.76