Understanding Groups and Fields

Before customizing fields for your organization, it’s essential to understand how Agentnoon structures your workforce data

This guide introduces the core concepts of Groups, Fields, and how they work together to capture your organization's unique structure and attributes

1. What are Groups?

Groups are categories used to organize related fields under a common heading. This helps maintain clarity and usability across Agentnoon, especially when managing complex organizational data.

Creating a Group

There are two primary types of groups:

• People Groups: Fields related to individuals, such as name, department, or location.

• Position Groups: Fields tied to a job position or role, such as job title, level, or compensation.

Each group acts as a section in forms, tables, and exports, providing a clear way to cluster similar information.

2. What are Fields?

Fields are individual data points used to capture and store information in Agentnoon. Fields exist inside groups and represent a specific attribute.

Creating a Field

For example:

• In a People Group, you might have fields like Preferred Name, Start Date, or Visa Status.

• In a Position Group, fields might include Base Salary, Job Family, or Location.

Each field has its own data type (text, number, dropdown, etc.) and behavior.

3. Position Fields vs. People Fields

Understanding the difference between position and people fields is crucial for accurate workforce planning:

• Position Fields are tied to job roles within the org chart and can exist independently of a person. This is useful for planning unfilled positions or viewing headcount budgets.

• People Fields are tied to employees. These fields capture personal or HR-specific data and disappear when the person is removed from the organization.

This separation allows organizations to plan, budget, and hire more effectively by managing roles and people independently.

4. Ordering Fields

Field order determines how information is displayed in groups across Agentnoon (e.g., on the org chart, profile pages, and reports).

Ordering Fields

You can reorder fields within a group by:

• Dragging and dropping fields within the field settings UI

• Ensuring logical flow from top to bottom (e.g., Name → Department → Title → Location)

Well-ordered fields improve usability and reduce friction when entering or viewing data.

5. Configuring Fields

Fields can be fully customized to fit your organizational needs. Here are the key configuration options:

• Dropdown Options: For fields like Department or Job Family, you can define a list of options users can choose from.

• Visibility:

  • Public: Visible to all users

  • Restricted: Visible only to selected roles or teams

• Mandatory Settings:

  • You can mark a field as required to ensure data completeness.

• Data Types: Choose from text, number, date, dropdown, user reference, and more.