Maxime RousseauManager
- See the plans of your own units
- Set the target headcount, location by location
- See who's in each location
HR Core
Workforce Planning: Plan the headcount you need — and who's next for your key positions.
Workforce Planning builds a plan for each department or location from your own org structure, sets the headcount each part needs over time, and shows what's filled and what's still to hire. For your key positions, it keeps a ranked pipeline of successors and how ready each one is.
Step 1 of 2
Where the company stands
Total roles, filled and to hire across every plan, and coverage against the target.
Where the company stands. Total roles, filled and to hire across every plan, and coverage against the target.
Product screens with sample data. Click the dot to move on.
Also in Workforce Planning
The rest of Workforce Planning
What the tour doesn't show.
Excel exports
Export one plan or every plan at once, and a succession plan.
Active or upcoming
Mark a plan upcoming with its opening date, then active when it starts.
Each manager, their units
Managers see the plans of their own units; admins see every plan.
Shared succession plans
A succession plan stays private until you share it, with view or edit rights.
By role
One tool, every seat
Maxime Rousseau
Sarah DuboisHR and admins
- Choose how plans are organised
- Track coverage and hiring needs company-wide
- Plan the succession of key positions
Why it matters
- 01
Open positions across the company, at a glance.
- 02
Hiring needs are known milestone by milestone, not discovered late.
- 03
Key positions come with a ranked successor pipeline.
Documentation
Workforce Planning guides
Step-by-step documentation for everything you can do in Workforce Planning, for employees, managers and admins.
All 5 Workforce Planning guides- Configure workforce planningHow an admin chooses the primary organizational unit and the secondary unit that structure Strategic Workforce Planning, and what changing them does.3 min read
- The SWP dashboardThe Strategic Workforce Planning dashboard: company-wide figures (total roles, filled, to hire, filled rate), plan cards, statuses and search.3 min read
- Set targets for a planHow to set a plan's status, opening date and target headcount per secondary unit in Strategic Workforce Planning.2 min read
- Plan detailsA workforce plan's details page in SWP: status, recruitment overview with charts, and the list of members grouped by secondary unit.2 min read
- Export workforce planningHow to export one workforce plan (members and recruitment) or all plans to Excel from Strategic Workforce Planning, and what the files contain.2 min read
See Workforce Planning in action.
Book a live demo and we'll tailor the walkthrough to how your team would use Workforce Planning.
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