Headcount Planning

Make plans with real-time data, securely.

ChartHop Headcount Planning models budget impact in real time on headcount, cost and structure from the systems you already run, so you see what a change costs before you commit to it.

Leading companies analyze workforce data and business data together, not in siloed spreadsheets.

It's time to ditch the spreadsheets.

Ask who pulls headcount, cost and the approved plan into one answer today, and the honest response at most companies is a consultant and a spreadsheet. Which is accurate for about a week. ChartHop builds every scenario on your live organization, so the plan and reality stay in the same place.

"Org planning in ChartHop has brought us out of the dark. Because we're in a shared environment, Finance and Operations can constantly see what's going on and what scenarios managers are working on."
Dan Beksha
Head of Strategic Planning

AI-powered headcount planning with unified data and secure collaboration.

Your approved plan is a layer of its own. ChartHop keeps it beside your live headcount, cost and structure on a living model of your whole organization, giving you the context to see what a change does before you make it.

See what a change costs before you make it.

Move a box, open a req or model a reorg, and watch the budget move with it. Ask ChartHop's AI assistant what it does to the plan and get the answer in the same view.

Get finance, HR and leadership into the same plan.

Share scenarios with access controls that show each person what they need and nothing else, so plans stop being emailed around as attachments.

Go back to the day you approved it.

Time travel your organization and show the structure you had, the plan you signed off, and everything that changed between then and now.

Key Module Capabilities

Visual scenario planning

Easily create and explore potential changes to your organization. Intuitively open new roles or reorganize management structure by simply dragging and dropping on the org chart. Then, switch over to a data sheet or dashboard view to analyze the budget or demographic impact of your proposed changes.

Secure scenario planning

Quickly share scenario plans with the right people. Build privately then share or combine scenarios with other leaders. Confidently share plans using configurable access controls to securely restrict what data is visible to each person.

Feature tour
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Empower managers and leaders

Empower managers to request org changes on their own. Guided workflows allow them to open a new job, update an existing job, or terminate and create a backfill then send the request for approval. Set up required fields so approvals have all the information they need.

Push open jobs to your ATS

Prevent opening unapproved roles by controlling headcount plans in ChartHop then automatically pushing approved job requisitions to Ashby, Greenhouse, Jobvite, or Lever. Sync critical job details and recruiting metrics to understand how you are executing against your headcount plan.

Feature tour
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Real-time budget tracking

Understand the overall company budget impact in real-time with visualizations broken down by team, department, and more. Give your leadership the information they need without complicated, fragile spreadsheet models.

Configurable approval workflows

Build the right process for your organization by routing approvals to the right people based on cost or change type. Turn your policies into seamless workflows to align hiring managers, leadership, Finance, Talent, and People teams with efficient approval processes.

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Plus, everything in the ChartHop Platform

Org chart

Explore your organization interactively, follow reporting lines, and layer on any data point to spot patterns.
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Employee profiles

Open a profile to see who someone is, what they do, how their role has changed and what they're paid, with each field visible only to the people allowed to see it.

Map view

Plot every location alongside your remote people, and see how teams are actually distributed.
Feature tour
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Data sheet

Pull any field into the spreadsheet interface people already know, then filter, sort, calculate and sync live to Google Sheets or Excel.

Company calendar

Track start dates, anniversaries, time off, holidays and review deadlines in one view.
Feature tour
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Document storage

Keep contracts, policies and paperwork attached to the people they belong to.

AI-powered dashboards

Turn on a designed dashboard in one click or build your own with the chart builder. Headcount, cost, attrition, span of control, tenure.

Ask ChartHop

Ask a question that crosses four systems and get one answer, in plain language, from ChartHop's AI assistant.

Our Solutions

One unified platform for everyone in your organization.

Executives

All the information you need to set your team up for success

People Ops teams

Connect your people data and your people ops

Employees

Teach your employees to fish — for answers to their people data questions

Talent acquisition teams

Eliminate headcount headaches to spend your time where it matters

Finance leaders

Behold, a platform that actually boosts efficiency

People leaders

Empower your org through insights, alignment, and action

Managers

Use better people data to get your team where they need to be

ChartHop customer stories

ChartHop is proud to partner with some of the best companies in the world.

Frequently asked questions

How does ChartHop support managers and leaders?

ChartHop allows a people ops team to deploy tools for managers like one to one (1:1) notes and performance reviews. It also empowers them with access to key employee data and secure AI tools that they can use to improve the way they lead their teams without the need to constantly contact HR.

How does ChartHop offer API access?

Yes. ChartHop offers a modern REST API that customers are able to create secure and limited access to. For example, you could give access to your IT team without giving access to sensitive compensation data.

How flexible is ChartHop’s data model?

ChartHop is a modern, data-centric platform that makes it extremely capable for the AI era. ChartHop’s data model is both very structured and very flexible. A robust set of built in fields and built in calculations for both people and job data provide a consistent foundation. Built in fields include robust, global ready models for Base and Variable Compensation, Levels and Bands, & Equity. Then 16 types of custom fields allow you to represent anything about your people and jobs. ChartHop’s robust set of fields power people analytics, automation, AI, forms, custom calculations and more.

How does ChartHop integrate with other tools?

ChartHop has dozens of existing integrations across payroll, ATS, equity, identity & performance. ChartHop’s API is open and we do not limit which platforms can build integrations with ChartHop. ChartHop provides one of the most extensive and open HRIS APIs with supported endpoints for both reading and writing data.

How configurable is ChartHop?

ChartHop doesn’t process payroll, but integrates with ADP, Gusto, and other payroll providers so data flows between systems automatically. If your priority is strategic people operations, planning, and analytics rather than payroll processing, ChartHop gives you depth that all-in-one tools can’t match. We’ll help you find the right pairing in the demo.

How does ChartHop secure sensitive employee data?

ChartHop comes with robust and configurable set access controls. Every action, view and data point can be limited or restricted to empower people with everything they need to accomplish their job while admins feel confident. Access can also be limited to department, location or area to empower HRBPs or similar roles. Read more about ChartHop Access.

Does ChartHop offer self-service for employees?

Yes. ChartHop is easy to use and loved by employees. Employees can access ChartHop via the web or via the ChartHop mobile app. They can access and update information on the profile or via any of the visualizations like the Org Chart or Map.

Ditch the spreadsheet and get more done with real time employee insights.

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