Attributes Overview

Understanding attribute types and how to manage them

Overview

This guide explains what attributes are in Agentnoon, the different types, and how to edit and manage them. Attributes help structure and analyze organizational data within the platform.

Types of Attributes

1. Imported Attributes

• These are data fields uploaded into Agentnoon (e.g., Name, Job Title, Location).

• Once imported, attributes can be:

  • Used for filtering and displaying on the org chart.

  • Analyzed in workforce hub and reporting.

  • Grouped for segmentation and insights.

2. Calculated Attributes

• These are system-generated attributes based on existing data.

• Examples include:

  • Layers (depth in the hierarchy).

  • Spans of Control (number of direct reports).

  • Rollups (aggregated metrics for teams).

• These are useful for org design analysis and structural insights.

3. State Attributes

• These are fields that must be filled when changing the state of an employee within a scenario - such as adding a new hire, marking an exit, or assigning a backfill.

• For example, When a user clicks the + Add Role to add a new hire, they’ll be prompted to fill out required fields such as:

  • Role

  • Office Location

  • Start Date

• State attributes help standardize planning workflows by prompting users to enter essential information during structural changes.

  

Editing and Managing Global Attributes

Adding New Attributes

You can create new attributes in two places:

1. Main Org Chart (for all users).

2. Scenario-Specific (for temporary analysis in a scenario).

Steps to Add or Edit Attributes

1. Navigate to Data Management → Attributes & Formulas.

2. Click Add New Attribute to create a new field.

3. Modify an existing attribute:

   • Rename it for clarity.

   • Adjust its type (text, number, monetary, date, etc.).

4. Save changes to apply them across the org chart or scenario.

Scenario-Specific Attributes

• Attributes can be scenario-specific, meaning they only apply within that particular scenario.

• This is useful for temporary categorization or testing new data fields without affecting the global dataset.

By understanding and managing attributes effectively, you can customize data views, improve reporting accuracy, and enhance workforce planning in Agentnoon.