For customers of our Headcount Planning module.
When referring to assigned user roles and headcount plan roles, “Admins” encompasses all Company Admins, HR Admins, as well as Admins and Admin + Planners assigned to the plan. Likewise, “Planners” encompasses all assigned Planners and Admin + Planners.
To create a headcount plan:
Only Company Admins and HR Admins can create a headcount plan.
From the main menu, navigate to the Headcount Planning page and click the + Create New Plan button.
Enter a title for the plan.
Use the calendar icons to select the plan’s start and end date.
Dates cannot be edited once the plan is created.
Use the checkboxes to select data columns to include on the plan’s datasheet(s) and/or drag and drop to reorder columns.
When editing plan settings, you can reorder selected fields and select additional fields but cannot deselect fields already saved.
Click the Continue and Add Participants button.
Enter a person’s name or title in the Invite Participants field and select an individual from the list that populates. Click the dropdown to select the appropriate role for the participant (Admin, Planner, or Admin + Planner). Repeat this process as needed to assign additional participants. To remove a participant, click the X next to the person’s name.
Click the Start Headcount Planning button. You will be directed to the plan overview page, where you can monitor planning and manage participants and settings.
Notes about creating a headcount plan:
Assigned participants must have a position on the official org chart.
If a Planner holds multiple positions on the official chart, a planning environment will only be created for their primary position. Planning environments are nested in the headcount plan based on the official org chart hierarchy.
A Planner cannot be removed once their datasheet has been edited or their proposal has been submitted.
Once a proposal is submitted, the Planner’s subordinates cannot be assigned as Planners.
Company Admins and HR Admins can access all headcount plan data, regardless if they are added as plan participants.
Within a Planner’s assigned planning environment, one or more Collaborators can be invited to assist in planning.
If you need to delete a headcount plan, please contact our Customer Success Team for assistance.
Understanding the Headcount Plan Approval Flow
Planners will be invited to review positions in their assigned planning environment(s) and propose changes. Within each planning environment, Collaborators can be invited to assist the assigned Planner in reviewing position data and proposing changes. Proposal statuses (Invited, In Progress, or Proposal Submitted) can be monitored on the plan’s overview page. Once all proposals have been submitted, an Admin can review the plan for the entire organization, make adjustments, and approve the plan. Assigned Admins and Planners will be notified via email when the plan is approved.
To edit plan settings or manage Admins and Planners:
Only Admins can edit plan settings and manage Admins and Planners.
Navigate to the Headcount Planning page and click on the plan.
Click the three-dot menu in the upper right corner of the plan overview page, and then click the appropriate option:
•Plan Settings: Adjust the plan title, edit the new position ID prefix, and/or add or reorder data columns before clicking the Save button.
•Manage Participants: Edit participants and/or adjust individual roles before clicking the Save button.
To assign Collaborators to a planning environment:
Only Admins can assign Collaborators to any planning environment. Planners and other Collaborators can assign additional Collaborators to their assigned planning environment(s) only.
Navigate to the Headcount Planning page and click on the plan.
Click the appropriate link to open the desired planning environment.
Click the Planner’s avatar in the upper right corner.
Enter a person’s name or title in the Collaborators field and select an individual from the list that populates. If needed, repeat this step to assign additional Collaborators. To remove a Collaborator, click the X next to their name.
Collaborators cannot remove the assigned Planner or themself.
Click Save. Collaborator(s) will be invited to the planning environment via email.
Please contact our Customer Success Team for additional assistance.
Additional Resources