Streamline headcount plans without worrying about who can see what data. Automated notifications keep things moving, while HR can easily open roles for approved positions.
Headcount Planning
Ditch spreadsheets with centralized workforce planning.
Headcount Planning Features
Real-Time Plan Management
Users can create or upload annual plans and manage them through the year in a single place — saving time, facilitating collaboration, and keeping everyone across the organization aligned.
Employee Lifecycle Automation
Seamless connection to HR data automates updates around employee lifecycle events from onboarding to role changes and offboarding—driving efficiency and ensuring the right decisions are made as plans change, employees turnover, and new requisitions are approved.
Control Planning Permissions
Engage everyone in the planning process with advanced visibility controls to ensure the right levels of access for your most sensitive team information – all in one platform that removes the need for manual spreadsheet work.
Set Clear Company Goals
Build top-down or bottom-up hiring plans across departments and see real-time committed forecasts as changes happen. Leaders can set and measure headcount targets – such as budget costs or counts of employees – for granular control of staffing plans.
See Accurate Expense Drivers
Incorporate tax, benefits, and commissions when forecasting headcount spending for more accurate plan analysis. Forecast snapshots allow better understanding of plan performance and deviations.
Expedite Changes and Approvals
Conditional workflows proactively notify the right people for approvals at each step in the planning process, keeping everyone on the same page with a more ideal planning process.
See Real-Time Hiring Plans
Ensure the Recruiting team is focused on the highest priority roles thanks to a fully integrated headcount planning process across the organization that allows real-time plan updates so roles can be opened as soon as they’re approved.
Stay Ahead of Off-Cycle Requests
Manage off-cycle plan changes with updated reporting and guidance at each step of the process that builds into broader staffing plans while tracking the impact to the overall company budget.
Transparency to Maximize ROI
Dashboards and analytics offer deeper visibility into the decision-making process, efficiency and speed of requisitions, approvals, and job postings. Leaders get a roll-up view that they can use to adjust and ensure they are maximizing their people investments.
Unified Recruitment Workflows
Automatically open approved roles with the Paylocity recruitment module or using select ATS partners. Help recruiters move faster to lock down top talent while automating the manual aspects of the hiring process.
Employee Management,
Talent Management
Blog Post
September 15, 2023
Human Resources,
Talent Management
Blog Post
July 05, 2023
Frequently Asked Questions
Headcount Planning with Paylocity means a centralized process with a system everyone is already using that supports custom workflows, approval steps, and notifications that keep the process moving. Advanced permissions on data access means no more reconciling dozens of spreadsheets floating around your organization, each containing sensitive employee and salary details. The end result is an annual plan that’s easier and faster to execute.
Yes! Headcount plans made within Paylocity can be synced to your ERP for a single source of truth across the finance team. Learn more about Paylocity’s integration capabilities here.
Our headcount planning solution supports planning at the seat and employee level, pulling directly from live data available within Paylocity’s core HR system. Looking at the seat-level view shows details around previous employees in the role along with demographic and salary information.
While manual headcount planning in spreadsheets typically includes overestimating a percentage of salary to include tax, benefits, and commission amounts into consideration, these advanced models are built into Paylocity, using real-time payroll and HR data for more accurate budget forecasting and accurate plans.
Yes! With snapshots, finance teams can compare forecasted plans to actual performance to better understand deviations, and the steps to take to reconcile the annual plan.
Once roles are approved in Headcount Planning, recruiters can easily open new roles using the job description and salary data already created for a cohesive planning experience.