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.
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.
Dan Harrison
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.
Jordena Tibble
Presented by Jordena Tibble
Chartered Accountant and industry expert
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