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NetSuite’s HR reporting lacks automated daily headcount tracking capabilities and requires manual employee list generation for workforce analytics. You can’t easily build time-series headcount analysis or track workforce changes over time without constant manual exports.
Here’s how to set up automated headcount data capture that tracks workforce changes daily and builds historical datasets for HR analytics and workforce planning.
Set up automated headcount tracking using Coefficient
Coefficient provides comprehensive automation for NetSuite headcount data capture that addresses NetSuite’s HR reporting limitations. You get automated workforce analytics without requiring HR system expertise or daily manual intervention.
How to make it work
Step 1. Configure employee data access methods.
Choose from Records & Lists to import Employee records directly with field selection for active status, hire date, department, and location, Saved Searches to utilize existing NetSuite employee searches with custom headcount criteria, or Custom Records to access HR-related custom records for additional workforce metrics.
Step 2. Set up daily headcount automation.
Configure Daily refresh scheduling to capture current headcount automatically. Apply filtering using AND/OR logic for active employees only, specific departments or subsidiaries, employee types like Full-time or Part-time, and date-based hiring and termination tracking.
Step 3. Build workforce analytics configuration.
Select relevant fields like Employee ID, hire date, department, location, job title, and supervisor. Enable data append to build historical headcount datasets for NetSuite trend analysis that tracks headcount changes over time without manual daily exports.
Step 4. Enable advanced headcount tracking features.
Filter by specific departments, classes, or locations for targeted workforce analysis. Access employee custom fields for role-specific or compliance-related tracking, and capture headcount across different subsidiaries automatically for multi-entity organizations.
Transform your workforce analytics process
Automated headcount tracking eliminates the need for daily manual employee data exports while offering more flexible field selection and filtering than NetSuite’s basic employee lists. Start building your automated workforce analytics system today.
