cards-blankCards

Understanding position and employee cards

Cards are the building blocks of the org chart. Each card represents a position in your organization and displays key information at a glance.

What's on a Card

Cards only show selected content that is added in from the Card Content panel. By default, cards only show name and job title.

Positions with an assigned employee show the employee's name when the Name attribute is selected in card content (the actual name of this may vary depending on your imported data). Vacant positions show the position title only and a blank name.

Customizing Card Content

  1. Click Card Content in the toolbar

  2. Select which attributes to display (Work City, Pay Grade, Span of Control, etc.)

  3. Use the gear button in the top right to rearrange field order

  4. Changes apply immediately to all visible cards

Fields marked with FX are calculated automatically by Agentnoon (Span of Control, Total Org Size, Layer).

Highlighting

Color-code cards by any attribute:

  1. Click Highlight in the toolbar

  2. Select an attribute (e.g., Department, Work Country, Pay Grade)

  3. Cards color-code automatically with a legend showing what each color represents

Interacting with Cards

In the Main Org (view-only): Click to expand or collapse reporting lines. Use search to find specific positions.

In Scenarios (editable): Hover over a card to see action buttons for adding positions below, editing details, assigning employees, duplicating, or closing the position. Drag cards to move them to a new manager. Select multiple cards for bulk actions.

Positions vs Employees

Positions represent roles in the org structure. They persist even when vacant, allowing you to plan for unfilled roles.

Employees are individuals assigned to positions. In scenarios, employees can be moved between positions or detached to the bench during restructuring.

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