Understanding Partial Uploads and Scenario Refreshes

Partial uploads and scenario refreshes in Agentnoon let you update specific data without impacting the rest of your org or scenario structure

1. What Happens During a Partial Upload?

i. Existing Data Preservation

When you perform a partial upload, you are only updating the records included in your file. All other employee data remains unchanged.

Example:

  • You have 1,000 employees in your org.

  • You upload a file with 50 employees to update their departments.

  • Result: Only those 50 employees are updated. The remaining 950 keep all their existing details, including salary, title, manager, etc.

ii. Smarter Manager Resolution

Agentnoon intelligently updates reporting lines, even if the manager isn’t included in your upload.

Example:

  • Sarah manages John, Lisa, Mike, Emma, and Tom.

  • You upload a file that includes only John and Lisa. You change John’s manager to David.

  • Result: Sarah’s team is automatically updated. She will now be shown as managing Lisa, Mike, Emma, and Tom (John is removed from her team).

2. What About Scenario-Specific Behavior?

i. Scenario Handling

Scenarios allow for flexible modeling of roles, even if the employee ID is the same.

Example:

  • In the main org: Employee ID EMP001 refers to one person only.

  • In a scenario: EMP001 could represent “John as a Manager” and “John as an Individual Contributor.”

  • Result: When you update EMP001 in a scenario, both roles are updated accordingly. In contrast, the main org would only allow one record per ID.

Summary of Best Practices

  • Use partial uploads when you want to make small, quick changes to specific records.

  • Avoid relying on partial uploads to maintain data across full refresh cycles.

  • Always ensure your custom field values are included in any full org data source if you want them preserved.

  • Leverage scenario flexibility for experimenting with multiple role views using the same employee IDs.

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