Headcount Planning
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About Headcount planning
Headcount Planning is a module inside Financial planning (the workspace formerly called Financial Workspace) that lets HR, Finance and...
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Creating a Headcount Planning period
A planning period is the container for one round of headcount planning — for example, your 2026 hiring plan....
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Submitting headcount requests (for Headcount Planners)
If you've been added as a Headcount Planner, you plan the future headcount for your team within an open...
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Reviewing and approving headcount requests (for Owners)
Once the request window closes, the period moves to To be reviewed and you, as the Owner, decide which...
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Setting up Headcount Planning permissions
Headcount Planning has two separate layers of access, and it helps to keep them apart: Period permissions — set...
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How Headcount Planning connects to Recruitment
The point of Headcount Planning is to close the loop between planning a role and hiring it. When you...
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Plan statuses in Headcount Planning
Every headcount plan shows a status that tells you which stage it's in. Those stages follow two timelines: the...
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Multi-currency support in Headcount Planning
Plan headcount across countries and legal entities without losing track of what each role actually costs. Headcount Planning shows...
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Export the Employee sheet of a headcount plan
You can export the Employee sheet of a headcount plan to an Excel or CSV file. The file includes...
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Ask One about the Overview of a headcount plan
The Overview of a headcount plan shows its KPIs, the headcount and cost evolution charts, and your direct reports....