Context

Users need to understand how their Total Forecast numbers are calculated and what factors can cause these numbers to change. This understanding is crucial for maintaining accurate headcount planning and reconciliation.

Answer

The Total Forecast number is calculated using two key formulas:

Base Formulas:

1. Current Headcount = Starting + Hires (In Seat) - Terminations - Net Transfers = Current

2. Forecast = Current Headcount + Future Starts – Future Terms + To-Be-Hired

What triggers changes in Forecast:

• Approving new headcounts

• Archiving approved headcounts

• Recording terminations

• Recording future terminations

How to verify the numbers:

You can validate these calculations using either:

• The Headcount Ledger

• The Effective Headcount Report

Note about inactive departments:

Inactive departments remain visible in the Effective Headcount report if they have historical activity (such as transfers). This ensures that historical movements continue to balance and maintain proper reconciliation.