What is a Personnel Headcount Budget Report?

Personnel Headcount Budget Reports are considered workforce planning tools and are used by budget managers and department heads to plan full time equivalent (FTE) staff levels for the coming year. Some of the key functionality in this type of personnel budget report is that it integrates with the payroll budget to automatically derive monthly headcount per department. Rows can be expanded to see each employee by department. At the bottom, the report summarizes total Filled and Open positions and grand total headcount. You find an example of this type of personnel budget report below.

Purpose of Personnel Headcount Budget Reports

Companies and organizations use Personnel Headcount Budget Reports to plan for salary and headcount activities. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and HR Department, a company can improve its workforce-related expenses as well as reduce the risk that staffing levels does not match its business plans for the coming year.

Personnel Headcount Budget Report Example

Here is an example of a Personnel Headcount Budget Report.

Personnel Headcount Budget Report Example

Personnel Headcount Budget Report Example

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Who Uses This Type of Personnel budget report?

The typical users of this type of personnel budget report are: HR, Budget Managers and Department Heads.

Other Personnel budget reports Often Used in Conjunction with Personnel Headcount Budget Reports

Progressive Financial Planning & Analysis (FP&A) and HR Departments sometimes use several different Personnel Headcount Budget Reports, along with payroll reports, dashboards, workforce simulations and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

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