Workforce Planning in Personio helps you visualize your current team structure, ensuring the right people are in the right roles at the right time. This ultimately helps you align company resources with business objectives and needs. It includes several highly interconnected features.
What features are included in Workforce Planning in Personio?
Workforce Planning in Personio consists of three interconnected features:
- The Job architecture settings
- The Positions tab
- The Planning Cycles tab
These three features are interconnected: the Job architecture settings and the Positions tab form the foundation for the Planning Cycles tab.
The first two must be configured before you can use the Planning Cycles tab.
The table below and the following sections outline how to configure each feature and the required Personio subscriptions for the full workflow.
|
Feature |
Dedicated |
Personio Plan | |
| The Job Architecture settings | The Job architecture settings |
Personio Core (Available to everyone) |
|
| The Planning area |
Also known as Position Management |
The Positions tab |
Personio Core Pro |
|
The Planning Cycles tab Also known as Workforce Planning app |
The Planning Cycles tab |
Personio Core + |
|
Step 1: Set up your company's job architecture
Plan info
Requires a subscription to Personio Core (available to everyone).
| Role | Step | Description | Help Center article |
| Administrators / HR Managers |
1. Give employees access to the job architecture and catalog | Grant access to other employees who need to be involved in setting up and maintaining the job architecture. |
|
|
2. Set up the company's job architecture and catalog |
Assign a job from the catalog to an employee via the Employee profile or the People list. | ||
| 3. Assign jobs from the catalog to the employees | Assign a job from the catalog to an employee via Employee profile. |
Tip
We recommend completing this Academy course before setting up your company's job architecture in Personio.
Step 2: Set up positions via the Positions tab
Plan info
Requires a subscription to either Personio Core Pro, or Personio Core + Workforce Planning app.
| Role | Step | Description | Help Center article |
| Administrators / HR Managers |
1. Give employees access to the Positions tab | Grant access to other employees who need to be involved in position management. | |
|
2. Set up open positions via the Positions tab |
Access the Positions tab and set up your positions. Link the position to a job from the catalog, and if the position is already filled, assign an employee to it. | ||
|
3. Manage the positions via the Positions tab |
Access the Positions tab and update the position when required. |
Step 3: Set up and launch a cycle via the Planning Cycles tab
Plan info
Requires a subscription to Personio Core + Workforce Planning app.
| Role | Step | Description | Help Center article |
| Administrator / HR Manager |
1. Give employees access to the Planning Cycles tab | Grant access to other employees who must be involved in workforce planning. | |
| 2. Set up and launch a planning cycle | Access the Planning Cycles tab and set up and launch a planning cycle. | ||
| Supervisors/ Directors / Executives (Plan owners) |
3. Propose a headcount plan | Access the Cycle and create the workforce plan for a specific team, department, etc. |
Propose and review a headcount plan in the Planning Cycles tab
|
| Senior Executives (Reviewer) | 4. Review the headcount plan | Access the Cycle and review the relevant plan. | |
| Chief Executives (Final approver) |
5. Review and approve the headcount plan | Access the Cycle to review and give the final approval for the relevant headcount plan. | |
|
Administrator /
|
6. Sync data with the Positions tab |
Synchronize any position changes made during the cycle with the Positions list. |
Set up and launch a cycle in the Planning Cycles tab |
| 7. Close a planning cycle |
Close the cycle to freeze data and proceed to the next one. |