How to Manage Headcount Requests and Approval
To manage headcount requests, treat a hire as a budget decision with a record. Headcount approved in a meeting is headcount nobody can trace back to a justification.
Why hiring decisions go undocumented
They are made in conversation, often under pressure.
- Approval given verbally and acted on immediately
- No record of the justification presented
- Budget impact considered informally
- Requests made repeatedly for the same role
What the request should carry
| Field | Purpose |
|---|---|
| Role and department | Connected to the cost centre |
| Justification | Why now, stated in writing |
| Budget impact | Annual cost, as currency |
| Replacement or growth | A materially different decision |
| Decision and approver | Recorded on the request |
How to set it up in Jestor
- Build the headcount request form in Jestor, connected to the cost center.
- Require a written justification and the annual budget impact.
- Distinguish replacement from growth with a field, since the decision differs.
- Route approval by value or by department as your policy requires.
- Create the vacancy record automatically when the request is approved.
Why choose Jestor for headcount control?
Because the approved request can trigger the vacancy record in Jestor, recruitment begins from the decision rather than from someone forwarding an email.
The justification and the approver stay on the record, which means a question about why a role was created has an answer a year later.
Frequently Asked Questions
Can an approved request start recruitment?
Yes, by creating the vacancy automatically. See jestor.com.
Why distinguish replacement from growth?
The decisions are materially different.
Is the approver recorded?
Yes, on the request.
Video Tutorial: Step by Step
Check out other practical tutorials on the Jestor YouTube channel.
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