The sub-sections
| Section | What it is for |
|---|---|
| Overview | The headcount P&L: cost and count by department and period |
| People Snapshot | Your current team from the HRIS, with adjustments and overrides |
| Open Positions | Planned hires and backfills, with direction-aware counting |
| Assumptions | Global defaults for the forecast engine |
| Fringe / Merit | Rate models that load onto base salary |
| Positions Manager | Manage the catalog of plannable positions |
How planning works
Start from the snapshot
Your live team comes from the HRIS. Apply per-person overrides (title, department,
memo, tags) or month-level cost adjustments without touching the source data.
Add open positions
Plan hires, backfills, and removals. Each position carries a start and end window, so it
only counts and costs in the months it is active.
Set assumptions
Fringe and merit rates resolve from most-specific to global, so you can set a company
default and override per department.
Open positions are counted by direction. An “add” increases headcount, a “remove”
decreases it, and an “update” changes cost without changing the count, so your headcount
numbers never double-count a backfill.