STRATEGIC WORKFORCE PLANNING
Workforce plans you can actually execute.
Forecast headcount against target, balance supply and demand across teams, and put guardrails on every hiring request. One live plan, connected to the systems that act on it.
Digital Mortgage · Forecast2027 PLAN
DEMO BANKDigital Mortgage ExperienceTRIBE
JUL 26
AUG 26
SEP 26
OCT 26
Home Lending Application Eng
AU0250369 · FINANCE AU
3.5TARGET 4
2.5TARGET 2.5
2.5TARGET 1
2.5TARGET 1
Sep and Oct run over the finance target2 MONTHS OVER
THE SHIFT
From fifty disconnected spreadsheets to one living plan.
TODAY
Planning in spreadsheets
- Finance, HR and delivery each plan in their own copy, and the numbers never agree
- Stale the day it's exported: the plan drifts from the HRIS from the first edit
- Approvals happen in email and meetings, invisible to the plan they change
WITH TEAMFORM
Planning together, connected
- One live plan that finance, HR and delivery work in at the same time
- Positions stay in sync with Workday, SAP Fieldglass and your ATS
- Requests, checks and approvals happen on the plan itself, so it stays true
ONE LIVING PLAN
Three jobs. One plan that stays true.
Forecast against target, month by month.
Positions roll up through your tribes and finance lines, so the plan and the budget read the same numbers.
- Every month shows forecast next to finance target: on, under or over at a glance
- Hiring requests appear as deltas before they ever hit the HRIS
- Filled, open and approved positions all count toward the same line
Digital Mortgage · Monthly Forecast2027 PLAN
ON / UNDEROVER TARGET+ REQUISITION DELTADigital Mortgage ExperienceTRIBE
JUL 26
AUG 26
SEP 26
OCT 26
Home Lending Application Eng
AU0250369 · FINANCE AU
3.5TGT 4
2.5TGT 2.5
2.5TGT 1
2.5TGT 1
Mortgage Origination Services
US0188243 · FINANCE US
5TGT 6
5TGT 6
5TGT 6
5TGT 6
IND · CONTRACTOR · SOFTWARE ENGINEER + USA · EMPLOYEE · ARCHITECT
P-448291Filled
Priya Narayan · Software Engineer
Workday · WD-98291
1
0
0
0
P-448293Open
Vacant · Software Engineer
No active requisition
0.5
0.5
0.5
0.5
P-448310In review
Hiring request · Principal Architect
HR-2027-0142 · pre-Workday
+1
+1
+1
+1
PLAN TO HIRE
From an approved plan to a requisition, in one continuous flow.
Every step lives on the same plan, so demand, checks and approvals stay connected, and the requisition that lands in your HRIS traces straight back to the plan it came from.
- 1PlanTargets by team, product and finance line.
- 2RequestDemand starts from the plan, not a fresh spreadsheet.
- 3PositionsThe request becomes positions in the live model.
- 4GuardrailsPlan, budget and policy checked automatically.
- 5ApprovalA person decides; exceptions route for review.
- 6RequisitionRaised in your HRIS, traceable back to the plan.
A LAYER, NOT A REPLACEMENTWorkday, SAP Fieldglass and your ATS stay. TeamForm reads and writes across them, so discipline doesn’t require a migration.
HUMAN-LED, ALWAYSTeamForm checks alignment and calculates impact. People approve. No automated employment decisions, ever.
“TeamForm lets us manage our matrix workforce in our agile model. Anyone in the organisation can view it, and if they see something wrong, they can help improve it.”
Execute your workforce plan, as per the approvals.
SOC 2 TYPE IIGDPRDEDICATED TENANCIESREGIONAL AWS HOSTING