Changing headcount budget
To change a headcount budget:
- Go to Payroll.
- Under HR recordkeeping, click Headcount budget.
The Headcount budget workplace is displayed. - If multi-company management is set up (the Manage multiple companies checkbox is selected in Settings > Company), in the Company field, select a company to change headcount budget for. The company list is based on the Companies catalog.
- If department management is set up (the Accounting by business units checkbox is selected in Settings > Company), on the workplace left pane, select a department to change headcount budget for. The department list is based on the Departments catalog.
- Use any of the following options:
Option Description Add a job position See Setting headcount budget. Remove a job position - On the job positions pane, right-click a job position line and select Delete.
- Confirm the deletion.
Edit job position details - On the job positions pane, double-click a job position line.
- In the Headcount budget window, edit the job position details in the same way as when headcount budget is set. See Setting headcount budget.