This page is currently being updated, as we are redesigning the headcount feature and gradually releasing changes.
All Budgets and Forecasts users (contributors) can view and use the summary headcount data in the Headcount Output tab.
Due to the sensitive nature of your organization’s headcount data, the Headcount Input tab requires an additional level of user security. Therefore, this tab is locked, to protect the privacy of your employee headcount data. Each user will create a password, which is used to encrypt the data.
Access to the Headcount Input tab is controlled by the headcount owner and administrators, as summarized in the following diagram. See the example below for screenshots of what the users see during this process.
Overview of headcount users
Expand the sections below to learn about the types of users that are specific to the Headcount driver. These users are similar to (but not the same as) the types of users in the Budgets and Forecasts module.
Invite a user to the Headcount Input tab
You manage headcount users at a global level, separate from the headcount tab setup. You invite a budget user to be a headcount user, and when they create a password, they can access the headcount tab in which they've been assigned tasks in the workflow.
See Manage user access and notifications > Manage access to the headcount feature.
*Explain to users that it is important to use a password that they will remember, as it cannot be recovered or reset if they forget it.
Example
Andy, Bill, and Mark were invited to the headcount and accepted their invitations by creating a password. These three users are now eligible to be assigned to tasks in the headcount workflow. In the Headcount tab setup, the three users are eligible to be set as administrators (their names are displayed in the dropdown list), but only Andy has been given that responsibility so far.
When Andy, Bill, and Mark unlock the Headcount Input tab, they’ll see if they’ve been assigned to tasks in the workflow in the usual way.
Andy will be able to see all the data, as he’s an administrator, but if Bill or Mark aren’t assigned to any tasks in the headcount workflow, they’ll get the following message.
Add a user as a Headcount administrator
After a user accepts the invitation by creating a password, their names are displayed in the user list on the Headcount setup > Configuration tab. If a user is still in pending status, you can’t add them as an administrator.
Open the Headcount setup using one of these methods:
Click the Headcount settings button in the top-right of the screen.
Right-click the Headcount Input tab > Edit tab setup.
Click the Tab menu > Edit tab setup.
On the Configuration tab of the Headcount setup, click the Headcount administrators dropdown list and select the user(s) you want to add. Their names are displayed below the list (see example in section above).
Complete the headcount setup.