Gallery
Headcount Approval and Planning Process
Share
Explore
Gallery
Headcount Approval and Planning Process

icon picker
Headcount Approval Process

Head count, budgeting, and capacity planning all in one doc.
Rosetta Phan

Problem

One of a company’s largest spends is hiring and yet there is no one single source of truth for headcount needs. Often, we find teams are working in a bubble — whether it’s the finance team nose deep in planning docs and spreadsheets, recruiting on their ATS, or HROps on HRIS.
In the best case scenario, disparate tools means everything has to be manually updated across multiple platforms just to get a clear picture on headcount needs.
In the worst case scenario, we have open roles when there isn’t budget approval.
⁠
⁠
⁠

Solution

Say goodbye to lost email chains, back room horse trading, and the black box of headcount approvals... and say hello to a customized way to collaborate on headcount requests, streamline approvals, and increase visibility.

Dashboard

Roles Approved :
1
⁠
⁠
Total Roles Requested:
11
⁠
⁠
Roles Pending Approval:
⁠
⁠
@Pizza Eater
⁠
⁠
⁠
@Astronaut
⁠
⁠
⁠
@Evil Scientist
⁠
⁠
⁠
@Neurosurgeon
⁠
⁠
⁠
@Magician
⁠
⁠
⁠
@Lion Tamer
⁠
⁠
⁠
@Food Tester
⁠
⁠
⁠
@Dog walker
⁠
⁠
⁠
@Security Engineer
⁠
⁠
⁠
@Recruiting Coordinator
⁠
⁠
⁠
⁠

Finance Approval
Leadership Approval
Role Approved
Evil Scientist
Hiring Manager/Submitter
Rosetta Phan
Neurosurgeon
Hiring Manager/Submitter
Rosetta Phan
Magician
Hiring Manager/Submitter
Sharon Lo
Lion Tamer
Hiring Manager/Submitter
Sharon Lo
Dog walker
Hiring Manager/Submitter
Harry Dannenbaum
Security Engineer
Hiring Manager/Submitter
Mithi Sagala
Recruiting Coordinator
Hiring Manager/Submitter
Alice Ly
Pizza Eater
Hiring Manager/Submitter
Rosetta Phan
Astronaut
Hiring Manager/Submitter
Rosetta Phan
Food Tester
Hiring Manager/Submitter
Sharon Lo
Treasure Hunter
Hiring Manager/Submitter
Rosetta Phan
⁠
Roles Requested by Dept
14
⁠
Roles By Priority
14
⁠
⁠

Getting Started

Step 0

Copy the doc template and customize.
⁠
The Set Up Sundae
Getting started never felt so delicious... I mean easy
⁠

Step 1

Submit a headcount request(s).

⁠
Headcount Request Form
⁠

Step 2

Finance team to review and allocate funds.
⁠
Finance View and Approval
⁠
⁠

Step 3

Leadership team to review and align with company wide goals.
⁠
Leadership View and Approval
⁠
⁠

Step 4

Recruiting to approve that there is capacity to support a new role.

⁠
Recruiting Leadership View and Resource Allocation
⁠
⁠
⁠

Need help setting up this doc for your your team? Feel free to reach out to
rosetta@coda.io
⁠
⁠



Gallery
Share
 
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.