Download The Headcount Planning Template
Download the template for an interactive worksheet, detailed approval process flowcharts, and an instructional video.

Download the template for an interactive worksheet, detailed approval process flowcharts, and an instructional video.
Download the template to gain access to:
Tab 1: Headcount request and approval worksheet
This tab serves as the main interface where role requesters input critical information and recruiters add supplementary details, while the system auto-calculates essential metrics. It also outlines the approval process by guiding the submission through recruiter review, leadership verification, finance checks, and culminating in a Slack notification for final approval.
Tab 2: Approval process flowchart
This tab offers a visual flowchart that maps out the entire role request and approval process — from identifying headcount needs to launching the role kickoff. It serves as a quick reference tool for stakeholders to understand each step in the workflow and can be customized or linked to additional resources for further clarification.
Tab 3: Business priority flowchart
This tab provides a visual flowchart for prioritizing new role requests. Based on your organization's obligations and goals, the chart allows you to determine whether a new request is business-critical, a business priority, or a team priority.
About the author:
Luke Eaton is an experienced talent leader with over 15 years of experience in talent acquisition, operations, and technology. He specializes in establishing data-driven recruitment functions for scaling tech companies and in implementing efficient tools, systems, and best practices to minimize both effort and cost per hire.Luke recently presented a workshop with TeamOhana designed to help talent leaders improve workforce planning and reduce hiring inefficiencies. He provided a blueprint for managing headcount plans to avoid budget overruns and improve forecasting. During the workshop, Luke shared the Headcount Request Template that we are now making available here.
Learn headcount planning and management best practices from seven leading headcount masters across Finance and People functions.