Roles Based Planning Guide

Agentnoon's roles based workforce planning allows you to plan your workforce by roles for any business scenario.

  1. To create a positions based plan. Click on the "Create scenario" button and then click on "Roles" .Screenshot 2024-05-22 at 12.57.57 AM
  2. Then, name your plan. In this example I've named it Workforce 2025 Q3. Click on next when you're done and your roles based scenario should be set up.Screenshot 2024-05-22 at 12.59.42 AM
  3. This is what your roles based planning would look like:Screenshot 2024-05-22 at 1.01.02 AM
You can use all these features in your roles scenario:
  • Visualize your org structure by roles.
  • Drag and drop roles.
  • Change the number of roles by just clicking on that role and updating it.
  • Visualize the number of changes made to a role.
  • Add a role.
  • Delete a role.
  • Click into a role and go 1 level deep.
  • Navigate between levels using breadcrumbs or clicking on the top node.