How does workforce planning work at your org including when the budget process starts, when hiring plans get created, and what the process if any is for managers wanting to add a new role but it’s not on the hiring plan? What’s the partnership or approval process with HR & Finance like? TIA!

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At my place, budgeting kicks off around October for the next financial year. Managers submit headcount requests based on forecasts, and those get reviewed jointly by HR and Finance. If a new role pops up mid-year and it’s not on the plan, the manager has to build a solid case justifying need, cost, and impact. It usually goes through a review panel or senior leadership for approval. HR supports with benchmarking and JD support, Finance checks the numbers. It can take a few weeks depending on urgency.

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