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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, select the General Ledger account(s) that will be driven from your new headcount:
Click the blue plus button and select the account code(s), for example Salary & Wages. See https://helpphocassoftware.atlassian.net/wiki/pages/resumedraft.action?draftId=2752709014 Invite users, if required (you can do this later). 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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*As the headcount driver is only available for Profit and Loss budgets. if the Main tab is based on a non-financial statements database, the Headcount driver option will not display. |
Add the employee data
While you can manually enter your employee data line by line, it is more efficient to import this data via a file that you exported from your payroll system or the Phocas template file. Either way, the system automatically calculates the employee’s total remuneration value and displays it in the Rem. Total column.
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