Headcount methods and compensation

Methods and settings

Choose a staffing method

Amount / Manual FTE accepts a nonnegative count, including fractional FTE. Growth applies the chosen rate to the prior closing count. Revenue / Revenue per FTE divides the annualized eligible revenue source by a positive productivity denominator.

Base FTE + Revenue Hiring Trigger calculates base FTE + floor(max(0, revenue − threshold) / revenue per additional FTE). With base 4, threshold 1,000,000 and 250,000 per step, revenue of 1,740,000 produces 6 FTE. The preserved legacy continuous method would add 2.96 and produce 6.96; it is not silently changed into a whole-step trigger. A derived FTE result is edited through these assumptions, not overwritten as though Manual were still active.

Select the expense method and source

FTE × Compensation uses staffing and compensation. Amount, Growth, Absolute Change and percentage of an eligible reference model the group’s cost directly. Changing to direct cost preserves inactive staffing and salary assumptions; they do not also produce an added payroll expense.

At Personnel level, choose Employee Groups or Direct Personnel Expense as the source. Source-excluded groups retain assumptions without contributing to the expense total. Their FTE may still drive Revenue/FTE. This distinction is useful when reported personnel cost is planned as a total while operational capacity is still modeled separately.

Read the compensation bridge

Salary / cost per FTE is an annual amount or growth from prior salary. Base salary reflects FTE exposure in the period. Bonus = base salary × bonus rate. Employer burden = (base salary + bonus) × burden rate. Additional cost controls cover hiring cost, termination cost and severance months.

Synthetic full-year example: 10 FTE × 50,000 annual salary = 500,000 base salary. A 10% bonus adds 50,000; 20% burden on 550,000 adds 110,000. Total recurring compensation is 660,000 before any one-time cost. Do not add the same bonus or burden again in a general expense line.

Timing and supported boundaries

Planned FTE changes take effect at the source period start. Existing saved dated events, where present, can produce different opening, average and closing FTE and time-weighted cost. Current user-facing controls do not provide a dated personnel-event editor: Financing timing is a debt-event control.

Review the active source before using Quarterly, Monthly or Weekly assumptions; fine-period cost methods do not reproduce the entire Annual staffing editor. This is a financial capacity and cost plan, not employee payroll, employment-law calculation or individual HR administration. Method changes and scenario copies should be reviewed for their active expense and operational effects separately.