Generating the Headcount by Resource Lines

From the Headcounts tab, you create a headcount for the budget to generate the Headcount by Resource budget expense lines. Alternatively, you can edit the salary increment and percentage values to the annual base salary to generate the budget.

Note: Ensure that the required permission sets are assigned to you to view the related headcount by resource budget expense lines generated for each budget in the Headcounts tab. For more information, see Permission Sets and Other Technical Documentation.

To create a headcount for the budget and generate the headcount by resource budget expense lines:

1. Navigate to the budgets list and select budgets created from a budget template of type headcount by resource. For more information, see Creating a Budget .
2. From the Headcounts tab, view the budget resource headcount imported for each headcount line budget.
3. If needed, click to edit the resource's headcount values in the Salary Increment and Salary Increment % fields and click Save.
4. Click Increment Date. In the Select Date field, specify the valid salary increment date and click Apply. The date selected is applied to all the employees. You must ensure the increment date is valid to save the budget line.
5. Click Generate to override the existing Headcount by Resource budget expense lines records and generate a new expense line for the budget in the App tab based on the calculation of payments by all the employees from the salary, start date, end date on the company, and variable payments. The expense line created with the headcount information based on the calculations of salary increments applied is read-only. The employees in the headcount list are listed only when the reporting manager name and budget holder specified in the Details tab are the same.
   Notes:

   • When two employees have the same name with different reporting managers, the list is filtered based on the assigned budget folder.
   • When two employees have the same name with same reporting managers, the list is filtered based on the assigned budget folder.
   • If no reporting manager name is specified in the Payroll name, no employees are filtered in the Headcounts tab.
   • If there is no Payroll line and the information of the reporting manager name and the budget holder are the same, then no employees are filtered, no data is retrieved, and an error message will be displayed.
6. [Optional] Click Save to save the employee Headcount by Resource budget expense lines record for the budget.
7. Click the App tab to view the budget expense lines generated for the employee headcount record. For more information, see Managing Income and Expense Lines.
8. Click Excel Document | Consolidated Budget to download and view the overall summary of all budgets, including resource headcount summary.
9. Click Excel Document | Individual Budget to download budget information, including resource headcount.
10. Click Budgets to go back to the Budgets detail page.
11. Click Budgets List to go back to the Budgets list page.