When you (the budget owner) add the Headcount driver:
Two Headcount worksheet tabs are automatically generated for you, Input and Output, and both are blank initially. The Input tab is where you enter the headcount data and Output tab is where all other users view a summary of that data.
You are the owner and administrator of Headcount driver, therefore, you are the only user who can access Input tab (until you add other users).
To protect the privacy of your employee headcount data, the Headcount driver tab is locked by a password.
When you add this driver tab, it is important to use a password that you will remember, as it cannot be recovered or reset if you forget it.
In the event you forget your password, you will be locked out of the driver tab and unable to access your headcount data. Contact us to discuss your options.
To limit the risk of losing your headcount data, we recommend you add one or more administrators to this tab.
If there is already a Headcount driver tab in the workbook, you might prefer to clone that tab rather than follow the steps below to add a new one from scratch.
In the financial budget workbook, click the Add button at the bottom of the worksheet, then enter a name for the tab, select the Headcount tab type, and click Add.
Enter a password for the headcount driver (something you will easily remember - see the warning above) and click Unlock.
On the Configuration tab, edit the name of the new tab, if required.
Add other headcount administrators, if required. By default, as you are the headcount owner (creating the tab), you are also a headcount administrator. You can add other administrators to help you manage the workflow on this tab. Ensure the selected administrators have full access to the database on which the budget is based. If you do not see the required user(s) in the list, check they have access to the headcount feature.
Click Next.
On the Accounts tab, click the blue Add account button, select the General Ledger account(s) that you want to drive (such as Salary & Wages and Commission & Bonus), and click out of the box.
Click Next.
Add benefits, if required (you can do this later), then click Next.
Add benefit plans, if required (you can do this later), then click Next.
Click Save and finish.
Proceed to add the employee data (see below).
Invite headcount users, if required (you can do this later).