Headcount Forecasting Best Practice: Use Employee Types

Описание: People make up the majority of a companies expenses, so forecasting for headcount is one of the most important forecasts a corporate finance team can create. In this video you will learn how to forecast using Employee Types at the individual headcount level so you can adjust the forecast at the macro level (using employee types) and the micro level (by adjusting the employee info).

Employee types allow you to tie individuals to a specific set of calculations to drive the forecast. By using Employee Types to drive your employee forecast calculations, you can make changes to all employees by adjusting the calculation at the employee type level, make adjustments to individual employees, and easily add new employee types without breaking your financial model.

🔍 What you'll learn:
00:00 Using an HR Roster with Employee Types
00:28 Employee Type Forecasts
00:35 Adding a new Employee Type
00:48 Inspecting the employee forecast
01:00 Pivot Table to drill into the details for defensibility

🎥 Related Videos:
Bottoms up vs. Top Down:    • Headcount Forecasting: Top Down vs Bottom Up?  
Forecast based on an employee roster:    • Headcount Forecast based on an HR Roster  

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