Staffing Plan in Frappe HR: Planning Headcount & Hiring Budget
A Staffing Plan estimates the number of staff and the budget you’ll need for each designation over a period, before you start opening positions. It turns hiring into a planned, budgeted activity rather than an ad-hoc one — and Frappe HR can use it to keep your recruitment within those limits.
You will find it under Home > Human Resources > Recruitment > Staffing Plan.
BEFORE YOU START
Have your Company and the Designations you plan to hire for set up, since the plan is built designation by designation.
How to create a Staffing Plan
- Open the Staffing Plan list and click New.
- Enter a Name and select the Company.
- Set the From Date and To Date the plan covers.
- In the Staffing Details table, add a row per designation: the Designation, the number of Vacancies, the Estimated Cost Per Position, and the resulting Total Estimated Budget.
- Save, then Submit.
The plan now represents your approved headcount and budget for those designations over the period.
How the plan controls hiring
Once a Staffing Plan is in place, it acts as a guardrail for recruitment. When Job Openings are created for a designation, the vacancies are checked against what the plan allows so you don’t open more positions than were planned and budgeted for. It keeps hiring aligned with the headcount the business actually signed off on.
TIP
Build the staffing plan alongside your annual budgeting so the headcount and cost figures match what finance approved. With the plan in place, every Job Opening is automatically checked against it — keeping recruitment and budget in step without manual policing.
Related Topics
- Job Requisition
- Job Opening
- Designation
- Job Applicant
SUMMARY
A Staffing Plan estimates the headcount and budget needed per designation over a period. Create one with a name, company, and date range, then add Staffing Details rows for each designation with its vacancies, cost per position, and total budget, and submit. The plan then controls recruitment Job Openings are checked against its vacancies so you can’t hire beyond the approved, budgeted headcount.
