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Headcount Ledger

Overview of the Headcount Ledger

Alayna Kolb avatar
Written by Alayna Kolb
Updated over a year ago

The headcount ledger is the source of truth for the current effective headcount and forecasted headcount. The summary tiles will give you high level information at a glance and the table view includes details on all headcount.

By default, Admins, Finance users, and division/department leads can see the headcount ledger. Visibility will depend on the user's permissions (ie Admins will see the entire company while department leads will only see their own departments.)

The headcount ledger page contains a number of tools that enable you to manipulate your view to perform a variety of analyses about your organization.

  1. Filters allow you to adjust your view of the ledger by Department, Time Period or Employee Type. Note that division and department leads will already be limited in their view to their divisions/departments

  2. Search gives you the option to enter any headcount attribute, including headcount ID, ATS req ID, title or name to locate an employee. Export sends your headcount ledger to a CSV file.
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  3. Selecting the Headcount button shows your summary tiles strictly in terms of heads (eg 90 current headcount, 25 hiring active, etc.) Selecting Cost changes your summary tiles from heads to financials (eg $179.2M current headcount, $2.1 hiring active.)

  4. Summary tiles give a snapshot of the ledger, including:

    1. Current headcount

    2. Starting headcount

    3. Total hired

    4. Terminations

    5. Hiring active

    6. Hiring not started

    7. Forecast
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  5. Current headcount shows the list of employees currently in seat at your company. Unclaimed headcount shows newly hired employees that have been recently added to your HRIS but have not yet been linked to a headcount in TeamOhana (learn how to claim those employees in our support article here). Employee changes are all employees who have recently undergone or who are undergoing an internal transfer.

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