Staffing: Adding, Removing, and Reviewing.

Plan for workforce changes, identify gaps, and align hiring strategies with business goals.

Use this table to review your staffing plan for accuracy. 

The Headcount | Salaries table breaks down Headcount & Salaries by Department, Role & Employee. This table aggregates the actual, Imported Staff with Planned Hires from the Manage Staff table and Capacity Hires from the Driver Based Hires table. 

 

Manage Staff

Use this table to plan at the employee level & reconcile actual hires with the plan. 

The Manage Staff table contains a roster of current, past and planned staff by employee. Headcount & Salaries are then calculated using the information from within this table.

• Monthly Headcount is calculated as a function of Hire Date & Term Date
• Monthly Salary is calculated as (Annual Wages/12) * Headcount

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There are three types of rows within this table:

• White Rows with Black Text: Actual Staff
  • Actual staff imported from the payroll system with Hire Dates in the Actuals Period of the currently selected Plan
  • Automatically included in salary & headcount plan 
  • Annual Wages for employees imported with a Compensation Unit of Hour are calculated as Hourly Compensation Amount * Average Hours per Week for Hourly Employees (defined in Setup⚙️ > Company) * 52
  • Department, Role, Full Name, Hire Date & Annual Wages are read-only and can only be adjusted by reimporting the roster
  • Optionally plan for a raise and/or term date 
• White Rows with Gray Italicized Text
  
  • Actual staff imported from the payroll system with Hire Dates in the Forecast Period of the currently selected Plan
  • These employees are NOT included in the salary & headcount plan for the currently selected Plan
  • If these employees should be included in the current plan, add them as a planned hire by clicking on the ellipsis menu (. . .) to the left of the gray italicized row and selecting Clone Planned Hire
    • Note, once the plan is rolled forward and the Hire Date of the row representing the actual employee is now in the Actuals Period (and displayed in black, non-italicized text), the planned hire (blue row) should be removed as to not double count the employee in the plan
• Blue Rows: Planned Hires
  • To add a new planned hire click on the ellipsis menu (. . .) to open the context menu and choose Add Planned Hire or Clone Planned Hire
  • Automatically included in salary & headcount plan for the currently selected plan 
  • Optionally plan for a raise and/or term date   
• White Rows with Orange Background: Planned Raises

• When an employee has a planned raise, then in Manage Staff table, the Department, Role, and Full Name columns will have an orange background color.
• In the Salaries table, the Full Name column will have the orange background color. 
• The orange background is removed after the planned raise begins. 

​The context menu actions available from the ellipsis menu (. . .) within the Manage Staff table are:

• Plan Raise
  • Input the date of the planned raise - it is possible to have multiple planned raises for a single employee
  • Input the raise as either a $ amount per month or year or as a % of salary
    • When entering the raise as a $ amount, enter just the incremental increase to salary, e.g., if the current Annual Wage is $60,000 and the new Annual Wage will be $66,000, enter the raise as $500 per Month or $6,000 per Year
• Add Planned Hire
  • Input the Department, Role, Name, Hire Date and Annual Wages associated with the planned hire 
• Clone Planned Hire
  • Adds a Planned Hire with the same attributes as the row that has been cloned - the row can then be modified as needed to accurately reflect the additional planned hire
• Delete Planned Hire
  • Deletes the planned hire from the plan
  • Only available for planned hires
    • For actual hires that are no longer with the company, add a term date or reimport actuals without the row
      
      

 

Driver Based Hires

Use Driver Based Hires to systematically plan by role for positions that must be added as the business grows.  For example, 3 BDRs are needed for every AE or a CSM is needed for every $1M in ARR. 

Driver Based Hires are input as formulas which output the number of cumulative headcount required for a specified Department & Role.  This calculated # of required cumulative headcount is then compared against the comparable cumulative headcount in the Manage Staff table. If the required # of headcount is greater than the headcount in the Manage Staff table, the Driver will add the additional headcount as needed. If the required # of headcount is less than the headcount in the Manage Staff table, the Driver will have no effect. 

To add a Driver Based Hire, click on the + Add Drive button and populate the fields accordingly. 

An example: A CSM is needed for every $1M in ARR

* Results Rounded Up

 

 

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