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When you add the Headcount driver, two worksheet tabs are automatically generated for you, Input and Output, and both are blank initially.

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Add the tab

1. Click the blue plus button next to the Main tab, enter a name for the tab, select the Headcount driver type, then click Add.

2. Enter a password for the driver and click Save.

3. In the Drivers screen that displays, click the blue plus button and select the General Ledger account(s) to use for the drivers, for example Salary & Wages.

4. Invite an administrator, if required (you can do this later when you add other users). See Manage Headcount driver users

5. Add benefits and benefit plans, if required (you can do this later). See Manage Headcount driver benefits

6. Click Save and close.

   

7. Proceed to add an administrator, if required and add the employee data (see below).

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