Back to Portfolio Home
Capacity Planner
← Portfolio
BOS Capacity Planner
JB
← Back to Scenarios
Hiring Decision
Determine if a new hire is needed and what skills to look for
Inputs
2
Results

Recommended: Hire Within 60 Days

With 4 new clients expected in the pipeline and current team utilization averaging 78%, the team will exceed safe capacity within 6 weeks. A new bookkeeper with construction and payroll experience would immediately relieve pressure on Priya Sharma and Marcus Chen, and position the team to onboard incoming clients without service quality risk.

Ideal Hire Profile
Recommended skill levels for the new team member
Accounts Payable
4
Accounts Receivable
3
Bank Reconciliation
4
Payroll
5
GST/HST Filing
3
Year-End Prep
2
Inventory
4
Job Costing
4
Financial Reporting
2
Client Communication
3
Clients to Reassign
These clients would move to the new hire to rebalance workload
ClientFromHrs
Clearwater Plumbing Co.Priya S.→ New Hire16
Golden Prairie FarmsPriya S.→ New Hire8
Lakeside Brewing Co.Marcus C.→ New Hire12
Atlas Freight ServicesMarcus C.→ New Hire10
Redstone LandscapingDavid O.→ New Hire8
Total hours for new hire54
Team Utilization Impact
Before and after comparison if a new hire is brought on
Priya Sharma
Before
94%
After
74%
Marcus Chen
Before
88%
After
70%
Sarah Mitchell
Before
82%
After
82%
David Okafor
Before
76%
After
69%
New Hire
Before
After
45%