The Headcount Planning dataset in Tables provides a comprehensive, read/write planning view of your workforce data. It combines people, job role, compensation, and working pattern data into a single view — making it easy to plan headcount changes, review FTE allocations, and analyse workforce distribution.
Overview
Headcount Planning brings together data from multiple sources into one unified table. Unlike standard people tables, it is designed specifically for workforce planning, giving you a consolidated view of each employee's role, compensation, and working arrangement in a single row.
To access Headcount Planning:
In the Home menu, click Tables.
Select an existing Headcount plan table, or create a new one (see below).
Creating a Headcount Planning view
You can create a new Headcount Planning table or add a Headcount Planning view to an existing table.
Navigate to Tables and click the + button to create a new table.
Select Headcount planning as the dataset.
Give your table a name (e.g. "Q2 Headcount Plan") and click Create.
To add a view to an existing table, open the table and click + Add view, then select Headcount planning.
Tip: Headcount Planning is a planning dataset. Changes you make in this view can be reviewed and applied just like in any other table. You can share planning views with collaborators for team-based workforce planning.
Available columns
The Headcount Planning dataset includes the following columns by default:
People data
Person — the employee's name
Teams — the teams the employee belongs to
Employment start — the employment start date
Employment end — the employment end date (if applicable)
Place of work — the employee's office location
Remote city / Remote country — for remote employees
Contract type — e.g. full-time, part-time, contractor
Working days — the employee's working days
Job role data
Job title — the employee's current job title
Department — the employee's department
Manager — the employee's reporting manager
Role note — any notes on the role
Role effective date — when the current role took effect
Compensation data
Salary amount — the employee's salary
Salary currency — the salary currency
Salary frequency — how often the salary is paid
Salary effective date — when the current salary took effect
Salary note — any notes on the salary
Working pattern data
Working pattern — the assigned working pattern
Working pattern effective date — when the working pattern took effect
Note: In addition to the columns listed above, any custom fields from the Employment, Job role, and Compensation sections will also be available as columns.
Using the Headcount Planning view
Once your Headcount Planning view is set up, you can use it to plan and manage your workforce:
Filter by department, location, team, or any other column to focus on specific groups of employees.
Sort by any column to organise your data — for example, sort by department to see all employees grouped together.
Show or hide columns to customise the view for your planning needs. Click the Columns button to toggle column visibility.
Reorder columns by dragging and dropping column headers to arrange the layout that works best for you.
For more on filtering, sorting, and organising data, see Viewing and Organising Data.
Editing data
You can make changes directly in the Headcount Planning view:
Click on any editable cell to modify its value.
Updated fields will be highlighted in yellow.
Use the Review tool to see all pending changes before applying them.
Click Apply changes to save your updates, or Discard changes to revert.
For more details on editing data, see Editing Data.
Importing and exporting
You can import data into and export data from your Headcount Planning view:
Import: Click the Import button to upload a CSV file with updated planning data. Humaans will match rows to existing employees and highlight all changes for your review.
Download: Click the Download button to export your current view as a CSV file for offline analysis or sharing with stakeholders.
For more on downloading data, see Downloading Tables Data.
For more information on Tables, check out our Tables Guides hub.