Budgeting and Forecasting: Headcount driver
8:54 minutes total learning time
Learn how to bring employee-related costs into your budget process using Phocas Budgeting and Forecasting’s headcount driver. This module covers setup, controlling who can see data, benefit plan creation and how to leverage the output of the headcount tab in the rest of your budget workbook.
Phocas product
2 videos in this learning module
1
Introduction to headcount driver
5:45
2
Create a benefits plan using headcount driver
3:09
2 videos in this learning module
1
Introduction to headcount driver
5:45
2
Create a benefits plan using headcount driver
3:09
Introduction to headcount driver
In this end-to-end overview of Budgeting and Forecasting's headcount driver Dan takes us through importing employee data, adding new hires, adjusting remuneration and allocating benefit plans for the period - all inputs which help drive salaries and wages in the main budget tab. He also shows how useful the headcount ‘Output’ is when budgeting variable workforce-related costs.
Presented by Dan Harrison
Chartered Accountant and industry expert
Create a benefits plan using headcount driver
In this video Jordena uses Headcount driver to create employee benefit plans and bring them into a budget. Jordena shows how to create benefits based on percent of remuneration, headcount or FTE, allocate the benefits plans and review the output within the overall budget.
Presented by Jordena Tibble
Chartered Accountant and industry expert
Phocas product
Related learning modules
Budgeting and Forecasting: A simple way to re-forecast
Re-forecast as conditions change during the year, using your prepared budget as the starting point.
Budgeting and Forecasting
Learn how to use the tools in Phocas Budgeting and Forecasting to streamline your budgeting process, work collaboratively yet safely and control workflow. In this module of videos, see the results of combining an intuitive Phocas interface with familiar spreadsheet formats.