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An easy, simple to use headcount tracking template
Our easy-to-use and update headcount tracking template includes two tabs – an input tab and a summary tab. The input tab is where you insert your employee roster data. The summary tab includes:
- YTD summary by team: actuals and vs. plan
- Monthly summary of entries, exists, and total headcount by team: Actuals and vs. plan
- Chart illustrating monthly changes by team
Quickly update the template in 5 steps:
| Steps | Detailed explanation |
| Upload census data | Input tab: Insert census data in yellow highlighted columns |
| Update start and end dates for analysis | Summary tab: Enter desired starting month and ending month in cells D12 and D13 |
| Insert YTD plan numbers | Summary tab: Enter YTD Plan for entries and total headcount in Z22 - Z41 & Z72 - Z91 respectively |
| Regroup columns to reflect relevant date range | Summary tab: Regroup columns M - X to reflect relevant date range |
| Refresh filter to only show relevant rows | Summary tab: Refresh filter in cell A19 by re-selecting "1" in the drop-down |