Build your workforce headcount planner.
Keep proposed hires and start assumptions separate from approved headcount.
How to build your workforce headcount planner
Describe the job
Keep proposed hires and start assumptions separate from approved headcount.
Review the first version
Choose how the hr coordinator records the team and how the line manager reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A workforce headcount planner example
A team reports a proposed hire as current capacity.
Workforce headcount planner example
- Record
- Workforce headcount planner · 01
- Owner
- HR coordinator
Current stage · HR coordinator
Open the team
A team reports a proposed hire as current capacity.
Read the full walkthrough
Open the team
A team reports a proposed hire as current capacity.
- Record:
- Workforce headcount planner · 01
- Owner:
- HR coordinator
Review the budget decision
Separate approved positions, open requests and filled roles in the planning view.
- Stage:
- Awaiting line manager review
- Owner:
- Line manager
Leave the role proposed
Leave the role proposed until the budget owner records a decision.
- Next action:
- Leave the role proposed until the budget owner records a decision.
- Owner:
- People operations reviewer
What to include in your workforce headcount planner
Keep the team in context
Keep team, planning period, approved role, proposed role, start assumption and budget decision together so the next person can understand the request or record.
When the next step needs a decision
A team reports a proposed hire as current capacity. Separate approved positions, open requests and filled roles in the planning view.
Keep budget decision visible
Leave the role proposed until the budget owner records a decision.
Choose what each person needs
Give the hr coordinator a working view and the line manager a review view. Keep team and planning period attached to the decision as the work moves between them.
Questions about workforce headcount planner
Start with team, planning period, approved role, proposed role, start assumption and budget decision. Describe who enters the information and who reviews the next step.