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Headcount Approval and Planning Process

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Headcount Approval Process

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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.
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.

Step 1
Submit Headcount.

Step 2
HR team to review and approve.
Step 3
Finance team to review and allocate funds.
Step 4
Leadership team to review and align with company wide goals.
Step 5
Recruiting team to ensure there is a capacity to support new approved role.

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