Data Requirements

Basic data field requirements to get started

Overview

This guide explains the essential fields required to set up data in Agentnoon, along with additional custom fields for advanced functionality.

Three Required Fields

1. Position ID: A unique identifier for each position (can be a number or letter, as long as it's unique).

2. Manager’s Position ID: Defines reporting relationships by linking a position to its manager.

   • Example: If Ali's Position ID is 1 and Shayan's Position ID is 2, and Shayan reports to Ali, then Shayan’s Manager’s Position ID is 1.

3. Job Title: The title assigned to each position (e.g., CEO, Head of Product) to display on the org chart.

Example Data Template: https://docs.google.com/spreadsheets/d/1CYUSEkljMDEMadGuJU50PnKyBhuaQe0rfh-PxWhhnMc/edit?gid=0#gid=0

Custom Fields

• You can import unlimited custom fields, such as:

  • Department

  • Name

  • Location

  • Employment Status

  • Start Dates and End Dates (useful for tracking hires and planned terminations)

Employee vs. Position Fields

• For advanced functionality (e.g., talent selection, reassigning employees between positions), you need to distinguish between:

  • Position Fields (attributes tied to a role, not a specific person)

  • Employee Fields (attributes tied to an individual, such as personal details)

• This distinction is managed in the data import mechanism, covered in a separate guide.

By setting up these fields correctly, you ensure accurate org visualization and enable more advanced workforce planning capabilities.