TeamOhana's new Reports module has made it easier than ever for you to view the evolution of your organization, both by headcount and by cost, in any given timeframe.
V1 of the Reports module contains two out-of-the-box reports: Effective headcount and Cost: effective headcount. In the coming weeks we will be adding additional reports and reporting functionality.
Effective headcount
The Effective headcount report creates a pivot table of your organization, grouping by Division, Department, and job title, to show how employees and headcount have changed in a given time period.
Within each grouping (division, department, job title) for your selected time frame, you can view:
Starting headcount
Total hired
Moved via internal transfer
Terminations
Current headcount (as of today's date)
Future starts
Future terms
Effective current headcount (current headcount + future starts - future terms)
Hiring active
Hiring not started
Forecast
In the top right corner of the report, you have the option to change the fiscal year for which you are viewing the data, as well as the time frame (yearly, quarterly, monthly):
If you change the view to quarterly or monthly, you'll see each time block labeled at the top of the report. If you click the arrow to the right of "Forecast" you can expand the selection into its individual columns:
You can expand the division into two additional layers (department, job title) to track the effective headcount as specifically as on a job title basis.
You can also apply filters above the table to view specific departments, employee types, job titles, and locations:
Clicking on the "Cost: Effective headcount" button in the bottom right corner of your page will take you to the next report.
Cost: Effective headcount
The Cost: Effect headcount report is structured the exact same way as the Effective headcount report, but rather than report out on headcount it reports on the cost of that headcount.
The division/department/job title grouping is otherwise the same, as are the columns in the table:
Just like in the Effective headcount report, the data can be altered to display other fiscal years, and it can be sliced and diced to view the metrics on a yearly, quarterly, or monthly basis.
To note: in the top right corner of the report, users will have the option to switch between Annual cost and FY cost.
Clicking the "Effective headcount" button in the bottom right corner of the page will take you back to the previous report.
As with the rest of TeamOhana these reports are access controlled, so the user who is reviewing the data will only be able to see the information that they have access to elsewhere in the platform.