Planning and Adding Jobs

After you create a headcount plan or sub plan, you can go to the Planning tab to view the existing jobs in the organization and add new ones.

To begin planning:

Navigate to the Planning tab. The planning tab reflects whether the headcount plan is monthly or quarterly.
Review the list of existing jobs in the organization.
If a required job is not listed in the Planning tab, you can add the job:
1. Click Add Row.
2. In the new row, complete the required fields:
  1. Job Title (e.g., Senior Design Engineer)
  2. Location
  3. Salary
3. Click Create. The new job appears in the planning list and is now included in the headcount plan.

Once planning is complete, you can add a designated approver and send the plan for approval. The approver receives a notification to review and approve the submitted plan.