Headcount budgeting + workforce allocation

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Headcount budgeting + workforce allocation

Headcount budgeting + workforce allocation

Setup

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First your global headcount number -
`Here`⁠
⁠

1-circle-c

Add your teams

You can add teams in a couple different ways:

Import a CSV - type /csv to begin.

Select your file - Use this .CSV as a template -

Team Import template.csv

⁠

.

Under ‘Import location’ select the “Teams” Table.

If your using the template above you should be able to hit ‘next’ and ‘import’.

Wait for AI to fill in the blanks and you’re good to go. 👍

Or

Add your teams manually below.

⁠

Add row

⁠

Clear teams

⁠

⁠

Create teams

Create teams

7

⁠

2-circle-c

Add your workforce

You can add employees in a couple different ways.

Import a CSV - type /csv to begin .

Select your file - Use this file as a template -

Employee Import Template.csv

⁠

.

Under ‘Import location’ select the “Workforce” Table.

If your using the template above you should be able to hit ‘next’ and ‘import’.

Wait for AI to fill in the blanks and you’re good to go. 👍

Or

Add your employees manually below.

⁠

Add row

⁠

Clear employees

⁠

⁠

Add employees

Add employees

3

⁠

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