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Click the blue plus button
next to the Main tab, enter a name for the tab, select the Headcount driver type, then click Add. Enter a password for the driver tab (something you will easily remember - see warning above) and click Save.
In the Drivers window that displays, click select the General Ledger account(s) that will be driven from your new headcount:
Click the blue plus button and select the General Ledger account code(s) to use for the drivers, for example Salary & Wages. Invite an administratorSee https://helpphocassoftware.atlassian.net/wiki/pages/resumedraft.action?draftId=2752709014 Invite users, if required (you can do this later when you add other users). See Manage Headcount driver users
Add benefits and benefit plans, if required (you can do this later). See Manage Headcount driver benefits
Click Save and close.
Proceed to add an administrator, if required, then add the employee data (see below).
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Manually add employee lines, if required:
Scroll to the bottom of the grid to the blank row, then enter the data as required. For example, enter “New Hire” in the Employee column as a placeholders for new employees you plan to recruit during the year.Enter employment end dates, if applicable:
Click the employee’s Employee End Date cell and select the month they are planning to leave the company.Select the benefit plans, if applicable:
Click the employee’s Benefit Plan column and select the applicable benefit plan. The system automatically calculates the employee’s benefit value, along with how much it will cost over the budget period (taking the employment end date into account) and displays these values in the Benefit and Budget Period Cost columns respectively. See Manage Headcount driver benefits to learn how to add benefits and benefit plans.Edit the General Ledger account codes that you are driving, if required (you selected these codes during setup and they were automatically applied to the employees).
Click the employee’s Salary, Bonus or Commission column and select the applicable code. See Manage Headcount driver account codes to learn how to add and edit account codes.Proceed to adjust the salary, bonus and commission values (see below).
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