> For the complete documentation index, see [llms.txt](https://docs.phocassoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.phocassoftware.com/budgets-and-forecasts/workforce-planning.md).

# Workforce Planning

- [Overview of Workforce Planning](https://docs.phocassoftware.com/budgets-and-forecasts/workforce-planning/overview-of-workforce-planning.md)
- [Workforce Planning foundations](https://docs.phocassoftware.com/budgets-and-forecasts/workforce-planning/overview-of-workforce-planning/workforce-planning-foundations.md): Understand perpetual plans, temporal cells, and annualized values before you build a workforce plan.
- [Workforce Planning access and database permissions](https://docs.phocassoftware.com/budgets-and-forecasts/workforce-planning/overview-of-workforce-planning/workforce-planning-access-and-database-permissions.md): Understand how database permissions and restrictions protect sensitive information in a workforce plan.
- [Key differences from Headcount Planning](https://docs.phocassoftware.com/budgets-and-forecasts/workforce-planning/overview-of-workforce-planning/key-differences-from-headcount-planning.md): Compare Workforce Planning and Headcount Planning across setup, data modeling, and workforce analysis.
- [Workforce Planning FAQ](https://docs.phocassoftware.com/budgets-and-forecasts/workforce-planning/overview-of-workforce-planning/workforce-planning-faq.md)
- [Take a tour of Workforce Planning](https://docs.phocassoftware.com/budgets-and-forecasts/workforce-planning/take-a-tour-of-workforce-planning.md): Learn how to access the Workforce Planning page, explore the key elements of a plan and get familiar with the planning process.
- [Create a workforce plan](https://docs.phocassoftware.com/budgets-and-forecasts/workforce-planning/create-a-workforce-plan.md): Create a workforce plan using a template or your own setup, duplicate an existing plan, and update the plan setup as your needs change.
- [Add employees](https://docs.phocassoftware.com/budgets-and-forecasts/workforce-planning/create-a-workforce-plan/add-employees.md): Manually add or import employee information into a workforce plan.
- [Manage employees](https://docs.phocassoftware.com/budgets-and-forecasts/workforce-planning/create-a-workforce-plan/manage-employees.md): Update employee information, forecast future workforce changes, review change history, and make bulk changes.
- [Model employees who don't receive an annual salary](https://docs.phocassoftware.com/budgets-and-forecasts/workforce-planning/create-a-workforce-plan/model-employees-who-dont-receive-an-annual-salary.md)
- [Publish a workforce plan](https://docs.phocassoftware.com/budgets-and-forecasts/workforce-planning/create-a-workforce-plan/publish-a-workforce-plan.md): Publish a plan to make it available for analysis in Flex Modes and for use in Budgets & Forecasts.
- [Use the workforce plan data](https://docs.phocassoftware.com/budgets-and-forecasts/workforce-planning/use-the-workforce-plan-data.md): Analyze workforce plan data, use it to drive your financial budget, or export it for use elsewhere.
- [Delete a workforce plan](https://docs.phocassoftware.com/budgets-and-forecasts/workforce-planning/delete-a-workforce-plan.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.phocassoftware.com/budgets-and-forecasts/workforce-planning.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
