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Headcount Planning

Bring everyone together with centralized planning.

Streamline headcount plans without worrying about who can see what data. Automated notifications keep things moving, while HR can easily open roles for approved positions.

Headcount Planning Features

Transform Headcount Planning 

Streamline hiring with centralized processes, automated permissions, and real-time insights. Paylocity’s Headcount Planning empowers Finance, HR, and recruiting teams to collaborate effectively and make smarter decisions. 

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A Better Way to Plan

The Old Way: Spreadsheets, Forms and EmailModern Headcount Planning with
Paylocity Logo
Red X Manual planning processesCheckmark Real-time forecasting, analysis, and decisions
Red X Prone to human errorCheckmark Streamlined hiring execution
Red X Lacks collaboration between stakeholdersCheckmark Automated workflows and unified collaboration
Red X Data silos and disconnected business systemsCheckmark Reconciled and unified HR and Financial data

Transform Headcount Planning

Streamline hiring with centralized processes, automated permissions, and real-time insights. Paylocity's Headcount Planning empower Finance, HR, and recruiting teams to collaborate effectively and make smarter decisions.

One Platform, Full Control

Ditch disconnected spreadsheets and bring headcount planning into one centralized platform — a single source of truth anchored by the employee record. Robust permissions and visibility controls let leaders securely collaborate across departments while maintaining accurate and actionable planning steps.

From Goals to Action in One Flow

Align headcount planning with company strategy by setting clear, measurable goals.  Drive action whether planning top-down, bottom-up, or a hybrid approach. Budget by role or employee with precision, using real-time HR and payroll data to map future talent needs and stay ahead of ad-hoc changes.

Stay in Sync Automatically

Accelerate every step of your planning cycle with intelligent workflows, approvals, and notifications that keep everyone on the same page. A deep connection with Paylocity Recruiting means approved roles flow seamlessly into requisitions, helping fill critical positions faster without manual handoffs.

Smarter Decisions Backed by Data

Turn headcount plans into a proactive strategy with analytics that show the true impact of staffing decisions. Visualize plans within your org chart, track role statuses in real-time, and stay agile with up-to-date financial guidance—so you’re always ready for what’s next.

Core Capabilities

Centralized
Workforce Planning
 
  • Customizable Approval Workflows 
  • Seat & Position Management 
  • Org Chart 
  • Workforce Gap Analysis 
  • Collaboration Tools 
Financial Planning  
and Analysis (FP&A)
 
  • Headcount Forecasting 
  • Budget Allocation and Tracking 
  • Salary Cost Calculations 
  • Variance Analysis 
  • Approval Workflow 
Recruitment 
and Hire Tracking
 
  • Open Seat Tracking
  • Recruiting Workflow Integration
  • Backfill Management
  • Hire Impact Forecasting
  • Onboarding Connection

Explore Finance by Paylocity

Headcount Planning is just one of our finance solutions built to streamline operations and better control company-wide expenses.  Learn more about managing company spend with Expense Management, Corporate Cards, AP Automation, or Guided Procurement. 

Learn More

Manage Everything Between Planning and Payroll

By integrating headcount management into your HR strategy, you can boost efficiency, enhance agility, and ensure every hire drives success.

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Frequently Asked Questions

Our headcount planning solution supports planning at the seat and employee level, pulling directly from live data available within Paylocity’s core HR system. Looking at the seat-level view shows details around previous employees in the role along with demographic and salary information. 

Yes! Snapshots empower finance teams to compare forecasted plans with actual performance, providing deeper insights into deviations and guiding the steps needed to reconcile the annual plan. 

Headcount Planning is deeply integrated into the Paylocity platform, surfacing data stored in the employee record for more accurate plans. Additionally, approved headcount can be easily opened in the recruitment module, reducing manual work to approve requests and open new jobs.