Admin Checklist

Onboarding checklist for Agentnoon administrators

Agentnoon is designed to be intuitive — most users complete these steps in their first session.

This checklist covers everything an administrator needs to set up and manage the platform.

Initial Setup

1. Complete Agentnoon admin training with your customer success team

2. Read Admin Overview

3. Complete the Quick Start Checklist

4. Review your organization's current data structure and fields

5. Test the data upload process with a sample file

6. Review Data Requirements

7. Check Calculated Agentnoon Attributes

8. Create a test scenario to understand the user experience

User Management

1. Invite key users (HR, Finance, Operations leaders)

2. Create admin accounts for other power users

3. Read User Invitations

4. Create access groups for departments or regions

5. Configure default views for different user types

6. Test access restrictions to ensure proper permissions

7. Read Access Groups

8. Review Advanced Access Controls

Configuration

1. Set up a regular data refresh schedule with your HRIS team

2. Read Data Refresh & Sync

3. Review Data Error Checklist

4. Configure rate cards for consistent salary planning (if applicable)

5. Set up auto mapping rules for common position changes

6. Read Rate Cards / Compensation Bands

7. Read Auto Mapping

8. Review Fields and Attributes Management

9. Configure approval workflows (Level 1 & 2 approvers)

10. Test the scenario approval process end-to-end

11. Read Configuring Approval Flows

12. Review Scenario Approvals

Ongoing Admin Tasks

• Refresh Main Org data from your HRIS regularly

• Monitor user activity and address questions

• Check for data upload errors

• Review pending scenario approvals

• Audit user permissions and access periodically

• Review and update rate cards as needed

• Archive or delete old scenarios to keep things tidy

• Share relevant checklists with different user groups:

  • Department Lead Checklist

  • Workforce Planner Checklist

Additional Resources

• Admin Overview

• Data Import Guide

• Access Control Overview

• Troubleshooting Overview