Headcount Approval and Planning Process
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Headcount Approval and Planning Process
The Work Flow

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Finance View and Approval

Employee Roster
In order to approve the headcount, add the funding source and Opening ID. An Opening ID is a unique headcount identifier. The Opening ID/PID comes from the pool below
Opening ID
⁠
.
Pro-tip, you can even use the Greenhouse pack to ensure Opening ID/PIDs are consistent across all platforms.

Active Queue
7
⁠
⁠

Finance Review
14
Role
i
Priority
Department
Type
Compensation Band
Opening IDs
Funding Source
Finance Approval
Finance Notes
1
Evil Scientist
P0
Product
Backfill
1234-12345
PID8
123
Finance Approved
Open
2
Neurosurgeon
P1
Product
Net new
12312-12345
PID11
brain project
Finance Approved
Open
3
Magician
P0
C-Staff
Backfill
​
​
​
Finance Approved
Open
4
Lion Tamer
P0
Sales
Net new
​
​
​
Finance Approved
Open
5
Dog walker
P0
C-Staff
Backfill
​
​
​
Finance Approved
Open
6
Security Engineer
P1
Engineering
Net new
​
​
​
Finance Approved
Open
7
Recruiting Coordinator
P1
G&A
Net new
​
​
​
Finance Approved
Open
No results from filter
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➡️ Next Steps
Leadership View and Approval
⁠

⁠



Opening ID
0
⁠




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