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Headcount budgeting + workforce allocation
  • Pages
    • Headcount budget
      • Manage teams
      • Headcount snapshots
        • Compare Headcounts
        • Snapshot automation
        • Headcount archive
    • icon picker
      Workforce
      • Assign workforce
        • Workforce
        • Status
      • Planned changes
        • Event types
      • Workforce projection
      • Teams & workforce
      • Create open roles
        • Open roles
    • Setup
Headcount budgeting + workforce allocation
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Workforce
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Workforce

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Welcome to the Workforce portion of our allocation budgeting tool! This set of pages in the doc allows you to manage your workforce by providing a list of all employees and their team assignments - See
Setup
⁠
if you have not imported your data yet.

Page directory:

⁠
Assign workforce
⁠
- Plan changes, including transfers, assigning new hires, releases, and upcoming leave.
⁠
Planned changes
⁠
- View all planned changes as a calendar or table.
⁠
Workforce projection
⁠
- View how planned changes impact headcount, filter for unconfirmed changes and confirmed changes.
⁠
Create open roles
⁠
- See headcount after all changes are made create new roles for hiring into teams.

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