Headcount Planning

Make plans with real-time data, securely.

ChartHop Headcount Planning brings intelligent, data-driven planning to workforce decisions. Create visual scenarios, model budget impact in real-time, and leverage AI insights to plan growth and organizational changes strategically.

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

It's time to ditch the spreadsheets.

ChartHop Headcount Planning gives you visual scenario modeling by manipulating org charts, configurable approval workflows across HR, finance, and leadership, and real-time budget dashboards that show exactly how workforce changes impact your bottom line.

When you combine ChartHop Headcount Planning with HRIS, you can build scenarios using real employee data and ensure that approved changes smoothly translate into actual hiring and organizational updates.

Alternatively, Headcount Planning as a standalone to transform how your leadership team approaches workforce strategy.

It's intelligent workforce planning that turns strategic conversations into actionable, data-backed decisions.

"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

Intelligent headcount planning with unified data and secure collaboration

ChartHop Headcount Planning transforms strategic planning from spreadsheet chaos into data-driven decisions

✨ Create intelligent scenarios with AI insights‍

Visualize organizational changes with drag-and-drop planning while getting instant AI analysis of budget impact, team dynamics, and strategic alignment across your headcount plans.

🔐 Collaborate securely across stakeholders‍

Share scenarios with the right people using intelligent access controls. Finance, leadership, and managers can collaborate on headcount plans while keeping sensitive information protected and properly permissioned.

💥 Execute plans with data-driven confidence‍

Connect approved headcount plans directly to your ATS and track execution against budget. Make hiring decisions backed by real organizational data, not spreadsheet guesswork.

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.

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.

Feature tour
(2:35)

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
(1:54)

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.

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
(2:41)

Allocate budgets for planning

Allocate budgets for leaders to use when building out headcount plans. Use Dashboards to understand the impact of changes on the organization.

Plus, everything in the ChartHop Platform

Org chart

Explore your organization interactively with our powerful Org Chart. This dynamic feature allows you to easily understand management relationships and surface insights by visualizing multiple data points to help you correlate trends. Track your organization's evolution over time with our animated timeline slider.
Feature tour
(1:32)

Employee profiles

Create descriptive views of who each person is and what their job is. Quickly reference or update key personal or job information. Understand historical context with timelines of changes. Showcase total compensation & equity. Configure custom profile tabs to highlight any information you'd like. All data is protected with configurable access levels.

Data sheet

The most familiar way to manage HR data is a spreadsheet. We've taken this familiar interface to the next level with our Data Sheet. Quickly pull any data point into the table then filter and sort to create the perfect view for any use case. Then edit the data with simple inputs or create advanced calculations in seconds. Sync live data to a Google Sheet or Excel doc too.

Map view

Locate your team and organization better with the map view. Plot your all of your organization's locations alongside remote employees. Understand the how your teams are distributed and the breakdown of each location. Whether visiting a new region or analyzing potential new locations the Map view is invaluable.
Feature tour
(1:28)

Company calendar

Stay organized with a unified Company Calendar view. Track birthdays, work anniversaries, start dates, performance reviews, holidays, and more. View a week at a glance on the home screen or explore the entire month in the dedicated view. Quick filters allow you to view events for just your department, team, or directs.
Feature tour
(2:00)

AI-powered dashboards

Make impactful, data-driven decisions with AI-powered Dashboards. Enable designed dashboards with a single click or create your own with our powerful chart builder. Add single metrics, notes, and AI insights to share a compelling people analytics story for your organization.

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

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Does ChartHop offer self-service for employees?
How does ChartHop support managers and leaders?
How does ChartHop secure sensitive employee data?
How does ChartHop offer API access?
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Ditch the spreadsheet and get more done with real time employee insights.

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