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

FieldPurpose
Role and departmentConnected to the cost centre
JustificationWhy now, stated in writing
Budget impactAnnual cost, as currency
Replacement or growthA materially different decision
Decision and approverRecorded on the request

How to set it up in Jestor

  1. Build the headcount request form in Jestor, connected to the cost center.
  2. Require a written justification and the annual budget impact.
  3. Distinguish replacement from growth with a field, since the decision differs.
  4. Route approval by value or by department as your policy requires.
  5. 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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