❓FAQ Overview

Frequently asked questions index

Welcome to the Agentnoon FAQ section. Here you'll find answers to the most common questions users ask about workforce planning, scenarios, forecasting, and administration.

How to Use This FAQ Section

Browse by Category

FAQs are organized into topic-specific pages:

• Getting Started FAQs - First-time user questions, onboarding, basic concepts

• Data & Import FAQs - CSV uploads, field mapping, data validation

• Scenarios FAQs - Creating scenarios, making changes, submitting for approval

• Forecast FAQs - Time-based projections, hire dates, effective dates

• Permissions & Access FAQs - User roles, access groups, admin permissions

Search for Answers

1. Use your browser's search function (Cmd/Ctrl + F) to find keywords

2. Check the relevant category page based on your question topic

3. Review the troubleshooting guides if you're experiencing an issue

When FAQs Aren't Enough

• Check Troubleshooting Guides: Troubleshooting Overview

• Read Full Documentation: Each FAQ links to detailed documentation pages

• Contact Support: Support & How to Self-Help

---

Top 10 Most Common Questions

1. What's the difference between Main Org and Scenarios?

Answer: Main Org is your current organizational structure (view-only). Scenarios are sandboxes where you model changes before implementing them.

Learn more: Key Concepts

2. How do I add a new position to my organization?

Answer: Create a scenario, navigate to where you want to add the position, click "+ Add Position", fill in details, and save.

Learn more: Making Position Changes

3. What are hire dates and how do they work in Forecast?

Answer: Hire dates control when future positions appear in Forecast projections. A position with a hire date of July 2026 will appear in your headcount starting July 2026.

Learn more: Building Headcount Forecasts

4. How do I submit a scenario for approval?

Answer: Open your scenario, go to the OpEx Panel (Scenario Impacts and Changes), click "Configure Submission", add justification, select approvers (if needed), and click Submit.

Learn more: Scenario Approvals

5. Can I edit a scenario after submitting it for approval?

Answer: Not if "Lock scenarios upon submission" is enabled (Settings → General). If locked, the scenario becomes read-only until approved or rejected.

Learn more: Configuring Approval Flows

6. Why isn't my CSV upload working?

Answer: Common issues: Missing required fields (Employee ID, Name, Manager), invalid data types (text in salary field), or broken reporting relationships (manager doesn't exist).

Learn more: Data Error Checklist

7. What's the difference between Forecast and Scenarios?

Answer: Forecast is for visualization (showing data over time). Scenarios are for modeling (making changes to test "what-if" alternatives).

Learn more: Forecast vs Scenarios

8. How do I give someone access to only their department?

Answer: As an admin, create an Access Group with a filter (Department = Engineering), then assign users to that group. They'll only see Engineering employees.

Learn more: Access Groups

9. What's span of control (SOC) and why does it matter?

Answer: SOC is the number of direct reports a manager has. Typical healthy range: 5-10 direct reports. Too high (>10) = overloaded manager. Too low (<3) = unnecessary management layer.

Learn more: Key Concepts - Span of Control

10. How do I update my Main Org data?

Answer: Admins can upload a new CSV file (Main Org → Data Management → Upload) or set up a live integration (SFTP, Workday, API) for automatic syncing.

Learn more: Data Refresh & Sync

---

Quick Answers by Topic

Getting Started

• "How do I log in?" → Use your company's SSO (Okta, Azure AD, Google) or email/password

• "Where do I start?" → Quick Start Guide

• "What's a scenario?" → A sandbox for testing organizational changes

Scenarios

• "How do I create a scenario?" → Click "Create Scenario", name it, choose type (Full/Partial/New Org)

• "Can I delete a scenario?" → Yes, scenarios are temporary and can be deleted anytime

• "Do scenarios affect Main Org?" → No, scenarios are sandboxes—they don't change Main Org until implemented in the real world

Forecast

• "Why is my headcount zero in future months?" → Positions need hire dates to appear in future periods

• "How do I see monthly projections?" → Forecast → Select "Monthly" time period → Choose year

• "What's 'Show Before' vs 'Show After'?" → Before = Main Org (current state), After = Scenario final state

Data & Import

• "What format should my CSV be?" → Data Requirements

• "How often should I refresh data?" → Weekly or bi-weekly for most organizations

• "Can I upload partial data?" → Yes, partial uploads update specific fields without replacing all data

Permissions

• "Who can create scenarios?" → Depends on your admin's access control settings—typically all users or specific user groups

• "Who can see my scenario?" → Users with access to the org areas included in your scenario

• "How do I become an admin?" → An existing admin must grant you admin privileges

---

FAQ Categories

Getting Started FAQs

First-time user questions:

• Logging in and navigation

• Understanding basic concepts

• First 30 minutes in Agentnoon

• Common confusion for new users

Data & Import FAQs

Data management questions:

• CSV format requirements

• Field mapping

• Validation errors

• Data refresh timing

• Live integrations

Scenarios FAQs

Scenario planning questions:

• Creating and editing scenarios

• Making position changes

• Submitting for approval

• Scenario management

• Best practices

Forecast FAQs

Forecasting questions:

• Understanding time periods

• Hire dates and effective dates

• Headcount vs. cost views

• Exporting forecast data

• Multi-year planning

Permissions & Access FAQs

Access control questions:

• User roles and permissions

• Access groups

• Admin capabilities

• Data visibility

• Security

---

Tips for Finding Answers Quickly

Use the Search Function

Press Cmd + F (Mac) or Ctrl + F (Windows) to search the current page for keywords.

Example searches:

• "hire date" → Find questions about hire dates

• "approval" → Find questions about scenario approvals

• "CSV" → Find questions about data uploads

Start with the Category

Know the general topic? Go directly to the category page:

• New to Agentnoon? → Getting Started FAQs

• Data issues? → Data & Import FAQs

• Planning changes? → Scenarios FAQs

Check Related Documentation

Each FAQ links to detailed documentation pages. If the short answer isn't enough, click through for the full guide.

---

Still Need Help?

Troubleshooting Guides

If you're experiencing a specific issue, check the troubleshooting guides:

• Login & Access Issues

• Data Issues

• Scenario Issues

• Performance Issues

• Export & Integration Issues

Contact Support

Can't find your answer? Reach out to Agentnoon support:

• Email: [email protected]

• In-app chat: Click the support icon in the bottom-right corner

• Support hours: Monday-Friday, 9am-5pm PT

See: Support & How to Self-Help

---

Contributing FAQ Suggestions

Have a question that's not answered here? Let us know!

• Email your question to [email protected]

• Suggest it to your Agentnoon customer success manager

• We regularly update FAQs based on user feedback

---

Next Steps

• Getting Started FAQs - New user questions

• Data & Import FAQs - Data management questions

• Scenarios FAQs - Scenario planning questions

• Forecast FAQs - Forecasting questions

• Permissions & Access FAQs - Access control questions