Hiring plan improvements
What’s new?
We've made general UI/UX improvements to the hiring plan tool that is part of the Manage Employees experience. We've also added the ability to save and delete individual hiring plans that can then be incorporated into the Equity Pool Forecast for your company.
How do I create and save a hiring plan?
- Navigate to Manage Employees
- Click on "Launch Hiring Planner"
- Click "New Hiring Plan", type in a name for your plan, and click "Create New Plan"
Once you've created a hiring plan you can add/delete potential hires, rename the plan, or delete the plan.
How do I incorporate a hiring plan into my equity pool forecast?
When you have added all potential hires to your hiring plan, click on "View Detailed Forecast" in the banner below the hiring plan
On the equity pool forecast page, select the hiring plan that you'd like to include in the forecast
Questions?
If you have any questions or feedback about the hiring planner or equity pool forecast, please reach out to your Customer Success Manager.