Titles for the employees like Project Manager, Assistant HR Associate,Trainee etc can be decided and added using the Designation form.
Once the designations (or) titles are created the same can be assigned to the employee using the Designation look up field in the Employee form.
To add a new designation, please follow the below steps :-
- Navigate to the designation listing page. (For eg. Organization -> Designation).
- Click on 'Add Record'.
- Specify the values for the fields.
- Click on 'Save'.
Alternatively, the Admins of the account, can add and manage the designations from the 'Setup' page. Please find the steps for the same:-
- Login as 'Admin'.
- Click on 'Setup' at the top.
- Choose 'Manage Designations' option under the 'Setup Organization'.
- Click on 'Add Designation'.
- Specify the designation details.
- Click on 'Save'.
