Quick Start Guide

Get productive in your first 30 minutes.

This guide walks you through the core workflows in Agentnoon. By the end, you’ll know how to:

• Explore your current organization

• Model changes in a scenario

• See headcount and cost impact over time

• Export insights for stakeholders

1. Log In and Open Your Organization

1. Go to app.agentnoon.com and log in with your credentials

2. You'll land on the Homepage with:

   • Your instance name at the top

   • A list of Scenarios in the main panel (this may be empty initially)

   • Quick links to documentation and support

3. Click Open Org Chart to see your current organization

You are now in Main Org, where you can begin exploring your organizational structure.

2. Explore the Main Organization

In Main Org, positions appear as cards arranged in a hierarchy.

To navigate:

1. Hover over a card to see quick details.

2. Click the expand or collapse arrows to show or hide reporting lines.

3. Scroll and zoom to explore different areas of the org.

Take a few minutes to move around and familiarize yourself with the structure.

3. Search for a Person or Position

Use the search bar to find any person or position:

1. Start typing a name, job title, or unique ID (i.e., employee ID or position ID) — results appear as you type.

2. Click a result to navigate directly to that person or position in the org chart.

4. Add Card Content

You can control which fields are visible on each card:

1. Click the Card Content button in the toolbar.

2. Select which fields to display (for example, work city, department, salary, etc.).

3. Check or uncheck fields to add or remove them.

4. Cards update immediately to reflect your selections.

💡 You can also include calculated (FX) fields, such as Total Span of Control, to surface additional insight directly in the org chart.

5. Create and Save a Custom View

Use Highlight and Filter to focus on specific teams or attributes.

Apply Highlighting:

1. Click Highlight in the toolbar.

2. Choose a field (for example, Work Country or Department).

3. Cards will automatically color-code by value

Apply Filters:

1. Click Filter in the toolbar.

2. Select criteria (for example, Department, Location, etc.)

3. Check preserve manager relationships to maintain reporting context.

4. Click Apply.

Save Your View:

1. After applying highlights and filters, click Views in the toolbar.

2. Select Save Current View

3. Enter a name (for example, “Engineering Team” or “US Employees").

4. Your saved view will appear in the Views dropdown for quick access later.

6. Use Spotlight to Find Patterns

Spotlight highlights positions that match selected rules, helping you quickly spot patterns across the organization.

1. Click Spotlight in the toolbar.

2. Choose from pre-configured rules:

   • Average span of control ranges

   • Specific pay grades

   • Custom field values

3. Positions that match will highlight automatically.

4. Review the list of matching positions to investigate further.

7. Create Your First Scenario

Scenarios let you model changes before implementing them:

1. Return to the Homepage.

2. Click + Create Scenario.

3. Choose a scenario type:

   • Full Org - Includes everyone in your scope

   • Partial Org - Select specific departments or teams

   • New Org - Start from blank canvas

1. Enter a clear name (for example, “Q2 Hiring Plan”).

2. Set a budget (optional).

3. Click Create

You’re now working in an editable version of your organization where you can begin modeling changes.

8. Make Position Changes in a Scenario

1. Add a position: Hover over a card > click the + button > fill in details

Once inside a scenario, you can begin modeling changes.

Add a position

1. Hover over a card.

2. click the + button.

3. Enter the position details and save.

Edit a position

1. Click the card.

2. Modify fields in the side panel and save.

Move a position

• Drag and drop a card to a new manager.

Move a team

1. Select the manager's card.

2. Click Change Manager.

3. Choose a new manager to move the entire team.

Close a position

1. Click the card.

2. Select Close Position from the menu.

Bulk edit positions

1. Select three or more positions.

2. Click Edit.

3. Modify shared fields and save changes to all.

1. Move a team: Select a manager's card > click Change Manager > choose new manager > entire team moves

9. View Changes in Forecast

Forecast shows the projected impact of your scenario so you can easily see how changes affect headcount and cost over time.

1. Click the View switcher and select Forecast.

   The timeline shows your scenario’s projected headcount or cost by month. Changes appear based on their effective dates.

2. Toggle between Headcount and Cost metrics.

   Hover over any point on the timeline to see a detailed breakdown.

10. Export a Chart to PowerPoint

Export charts directly from Agentnoon to share your analysis with stakeholders:

1. Click the View Switcher and select Workforce Hub.

2. Click on any preconfigured chart tile (for example, Headcount Distribution).

The chart opens with the chart selector dropdown at the top

1. Configure the chart axes and filters using the gear icon

2. Click Export.

3. Choose PowerPoint to export the chart as an editable slide.

1. The chart opens - now the chart selector dropdown appears at the top

2. Configure the chart axes and filters using the gear icon

3. The chart exports as an editable slide

✅ You're Ready!

If you can:

• Navigate Main Org

• Create a scenario

• Make and review changes

• View impact in Forecast

• Export insights

You’re ready to start planning with confidence.

Next Steps

• Agentnoon 101 - Learn concepts in depth

• Video Tutorials - Watch visual guides

• Use Case Tutorials - End-to-end workflows

Need help? Check our Support & How to Self-Help guide!