Staffing Plan
Overview
Staffing Plan — Business Overview
The Staffing Plan is a strategic HR document in Dafater used to plan, control, and align workforce requirements with business goals. It helps organizations forecast how many employees are needed, in which roles, and over what time period, ensuring the right people are available at the right time.
What the Staffing Plan Is Used For
In daily business operations, the Staffing Plan supports:
- Workforce planning and budgeting
- Anticipating hiring needs based on growth, projects, or seasonal demand
- Balancing staffing levels to avoid overstaffing or skill shortages
- Providing management with visibility into future people requirements
It acts as a bridge between business strategy and HR execution.
Prerequisites and Setup Requirements
Before using the Staffing Plan, the organization should have:
- Defined departments, teams, or business units
- Clearly identified job roles or positions
- Agreed planning periods (monthly, quarterly, or yearly)
- Management alignment on business growth targets and workforce strategy
Having these elements in place ensures the plan reflects real business needs.
Typical Workflow and Business Process Fit
Business Planning
Management defines growth targets, new initiatives, or operational changes.Workforce Assessment
HR reviews current staffing levels and identifies gaps or surpluses.Staffing Plan Creation
The Staffing Plan is prepared to outline required roles, headcount, and timing.Review and Approval
Department heads and leadership review the plan for feasibility and budget impact.Execution
Approved plans guide recruitment, internal transfers, or role restructuring.Monitoring and Adjustment
The plan is revisited as business conditions change.
Key Business Scenarios Where It Is Essential
- Business expansion or opening new branches
- Launching new products or services
- Annual budgeting and manpower forecasting
- Managing seasonal workforce requirements
- Reorganizing teams after mergers or restructuring
In these situations, the Staffing Plan ensures informed decision-making and cost control.
Important Considerations for Users
- The plan should reflect realistic business demand, not just ideal staffing levels
- Regular reviews are important to keep the plan aligned with actual performance
- Coordination between HR, finance, and department leaders improves accuracy
- The Staffing Plan is a planning tool — it guides action but does not replace approvals or hiring decisions
In summary, the Staffing Plan is a critical business planning document in Dafater that helps organizations proactively manage their workforce, control costs, and support sustainable growth.
Basic Information
- Module: HR
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| company | Company | Link | ✓ | Company | Company this staffing plan applies to within Dafater. |
| department | Department | Link | Department | Department for which staffing requirements are planned. | |
| from_date | From Date | Date | ✓ | - | Start date for the staffing plan period. |
| to_date | To Date | Date | ✓ | - | End date for the staffing plan period. |
| getjobrequisitions | Get Job Requisitions | Button | - | Fetch approved job requisitions into the staffing plan. | |
| staffing_details | Staffing Details | Table | ✓ | Staffing Plan Detail | Line items detailing roles, headcount, and costs. |
| totalestimatedbudget | Total Estimated Budget | Currency | Company:company:default_currency | Total projected staffing cost for the selected period. | |
| amended_from | Amended From | Link | Staffing Plan | Reference to the previous staffing plan being amended. |
Child Tables
Staffing Details (Staffing Plan Detail)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| designation | Designation | Link | ✓ | Designation | Role title planned within Dafater staffing plan. |
| vacancies | Vacancies | Int | - | Number of open roles planned for hiring. | |
| estimatedcostper_position | Estimated Cost Per Position | Currency | Company:company:default_currency | Estimated annual cost per position in Dafater. | |
| totalestimatedcost | Total Estimated Cost | Currency | Company:company:default_currency | Total projected staffing cost for this designation. | |
| current_count | Current Count | Int | - | Existing employees currently assigned to this designation. | |
| current_openings | Current Openings | Int | - | Approved but unfilled positions currently open. | |
| numberofpositions | Number Of Positions | Int | - | Planned total positions including filled and vacant. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| HR User | ✓ | ✓ | ✓ | ✓ | ||
| HR Manager | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Job Opening | Linked from | HR |
| Company | Links to | Setup |
| Department | Links to | Setup |
| Staffing Plan | Links to | HR |