Human Resources

HR Headcount Tracker

HR Business Partner · Professional services firm, 150 employees

Multiple/month → zero
Version confusion incidents
8/week → 1/week
Leadership email requests
3 hours → 30 minutes
Board pack data prep

The Challenge

Headcount plan, open roles, hiring pipeline, and org chart all in separate Google Sheets. Leadership asking for updates by email. Wrong-version spreadsheets being presented in board meetings.

The Solution

Consolidated into two master sheets (current headcount and open roles). SheetForge apps created for each with role-filtered share links for department heads. Board gets quarterly snapshot link.

The Results

Single source of truth for headcount. Leadership self-serve. Zero version confusion at board level.

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