HR Tool for Headcount Planning (Excel XLSX)

Human resources managers will be tasked with keeping track of employee counts / reporting therein, and having a good understanding of hiring expectations as well as expected attrition. Having a simple tracking tool will help with this. You can use this template by entering all existing employees and then expected changes in headcount requirements over the next 3 months. Based on a defined required headcount for all departments, the sheet will use conditional formatting to highlight where there may be shortages or surpluses.

The idea is that you can better track movements if you have an organized set of data rather than just pen and paper or no tracking system at all.

An HR manager that is responsible for hiring / firing and forecasting expected headcount needs is going to need some sort of organizational tool.

This template was designed specifically to assist in the tracking and forecasting of needs based on a set of inputs about existing employee headcounts in various departments.

The model shows existing headcounts and expected surplus and shortages in the next 30/60/90 days for up to 28 separate departments. The model runs off a database tab where the manager can input existing headcounts and planned additions / losses of a given position and the date of the expected add or loss.

The manager will also input the expected headcount required in the next 30/60/90 days as a reference base.

Conditional formatting is used to show if the expected headcounts are going to be over, under, or on target per current figures and future expected figures.

To do the initial load of existing employee headcounts, the user can simply enter all current employees into the database as of a defined date that is before the current date, whatever that may be.

Also, automated Excel formulas were used to always know the current date and future date at each point so the only thing the manager is updating is the database and model headcount expectations to measure against.