Headcount plan
7 positions · 59 people in Oct-26 and 58 in Apr-27 · only admin and finance see salaries; a department's manager sees its monthly total on My forecast
| Position | Entity | Line | People | Runs | Salary, £ | On-cost | This year, £k |
|---|---|---|---|---|---|---|---|
| Account executive | NWUK | Sales staff | 14 | from May-24 | 62,000 | 20% | −1,041.6 |
| Sales manager | NWUK | Sales staff | 3 | from May-24 | 95,000 | 20% | −342.0 |
| Account executive | NWES | Sales staff | 10 | from May-24 | 48,000 | 30% | −624.0 |
| Software engineer | NWUK | Technology staff | 26 | from May-24 | 105,000 | 20% | −3,276.0 |
| Engineering manager | NWUK | Technology staff | 4 | from May-24 | 140,000 | 20% | −672.0 |
| Data engineer (contract) | NWUK | Technology staff | 2 | May-24 to Feb-27 | 120,000 | 0% | −200.0 |
| Account executive (new) | NWUK | Sales staff | 1 | from Nov-26 | 62,000 | 20% | −37.2 |
Positions can't be changed from this view.
Import from a spreadsheet
One row per position with the columns Position, Entity, Line, People, Start, End, Salary and On-cost % (People, End and On-cost are optional). Salary is per person a year in £. Other columns, such as names, are left out.
Use role titles, not names. Salary is per person a year in £; on-cost is employer's NI, pension and benefits as a % of salary. Each position costs a twelfth of salary plus on-cost a month from its start month to its end month (leave the end empty if it runs on).
Headcount plan against the best guess
FY27 · full year in GBPk: actuals for closed months, then the headcount plan for open months · click a difference for the months
| Line | With the plan | Best guess | Difference |
|---|---|---|---|
| Sales staff | −2,312.3 | −2,684.2 | 371.9 |
| Technology staff | −4,184.7 | −4,390.7 | 206.0 |
A line here uses only the positions on the plan, so a line with people missing from the plan shows as cheaper than the best guess. The best guess doesn't use the headcount plan yet: to put it in, a manager's plan or the drivers still set the staff lines.
Headcount plan against actual staff cost
FY27 · May-26 to Sep-26, closed months, in GBPk: the plan's cost against what Xero booked on each staff line · click a difference for the months
| Line | Headcount plan | Actual | Difference | Plan covers |
|---|---|---|---|---|
| Sales staff | −836.5 | −1,104.0 | 267.5 | 76% |
| Technology staff | −1,745.0 | −1,781.7 | 36.7 | 98% |
| Total | −2,581.5 | −2,885.7 | 304.2 | 90% |
Costs are negative, so a positive difference means the plan costs less than the books. A line well under 100% has costs the plan leaves out: people not on it yet, bonuses, contractors or recruitment fees. Check this before using the plan for the open months.