This article describes the Workforce Planning feature, which empowers clients to strategically shape their global workforce.

About Workforce Planning

The Workforce Planning feature offers:

1. Centralized planning tool for simple collaboration:
   • One system for managers, HR, F&A, and hiring
   • Custom approval workflows
   • Headcount tracker for improved cross-functional visibility
   • Instant headcount synchronization with ATS
2. Global costs insights to stay within budget
   • Real-time cost forecasting
3. Seamless integrations for better decision making
   • Integrate with Deel products, or with your own HR systems
   • Receive headcount requests directly in ATS for fast job posting
   • Make sure headcount requests are aligned with compensation bands
   • and much more

Accessing the Workforce Planning

Via the Workforce Planning dashboard, clients can:

• Create job profiles
• Create and manage job positions for their entire organization
• Allow managers to request job positions
• View the organization's job positions on the org chart
• Connect to the ATS to track and follow up on hiring processes
• Plan in advance by comparing different alternatives for their position needs
  
  

From the homepage, click the People icon, followed by the Workforce Planning tab. From there, click Request Access to talk to our team and request access to the feature.

Take a tour of the key features and UI flow with a Navattic tour here.

Creating a Job Profile

✅ Step 1 - Create a job profile

From the Organization Settings, click View for the Workforce Planning card, select the Job Profiles tab, and click Create Job Profile.

✅ Step 2 - Add the job profile details

Add the job details, scope, and annual compensation range.

Click Create.

The job profiles will be visible in the Job Profiles tab, where they can be edited or deleted.

Creating a Job Position

✅ Step 1 - Create a job position

From the homepage, click the People icon, followed by the Workforce Planning tab. Click Create job position.

✅ Step 2 - Add the position details.

Add the position details.

Clients can only use a previously created job profile to create a job position.

Once the position has been added, it will be visible from the Workforce Planning tab, where it can be edited, deleted, or duplicated.

The Workforce Planning dashboard will also display the number of filled, vacant, and pending positions. Additionally, clients can view a detailed compensation range and see the percentage of the budget allocated to each position.

Manager Requests

Within Workforce Planning in the Organization Settings, clients can add other managers via the Access tab by clicking Add Workers.

These managers, through the Workforce Planning dashboard, will be able to submit job position requests, which will require client approval.

Those requests will be visible under Pending Positions in Workforce Planning. From there, clients can review and either approve or deny them.

Workforce Planning Approval Policy

All positions created by org admins are automatically approved. However, custom approval policies can be configured via the Workforce Planning card under Organization Settings.

Within the General tab, click Approval Policies and select the approvers.

FAQs

[ACCORDION] Are there any costs associated with the feature?

Yes. Deel Workforce Planning is a paid feature. Pricing can be discussed with the team upon submitting an access request.

[ACCORDION] How many positions and job profiles can be created?

Deel currently does not impose any limits on the number of positions or job profiles clients can create.

[ACCORDION] Can clients configure who approves new positions?

Yes, clients can configure approvals via the Workforce Planning card under Organization Settings.
Within the General tab, click Approval Policies to set up approvers.