People Resources

Manage Designations

Designation is an official classification, defined by the Administrator, for all employees in the organization. You may define specific designations based on the roles and responsibilities of your employees and can individually assign it to them determining which designation will exactly fit in. You may add designations like Product Manager, Developer, Support Engineer, Assistant HR Associate etc., as per your requirements.

How do I add a designation?

  1. Log in as Admin.
  2. Go to Setup at the top of the page.
  3. Under 'Organization Settings' click 'Manage Designations'.
  4. Click 'Add Designation'.
  5. Enter the details in the fields.
  6. Click 'Save'.

Alternatively, you can also add designations as mentioned in the steps below.

  1. Log in as Admin.
  2. Navigate to the 'Organization' tab.
  3. Click 'Designation' link.
  4. Click 'Add Record'.
  5. Enter the details in the fields.
  6. Click 'Save'.

How do I edit a designation?

  1. Log in as Admin.
  2. Go to Setup at the top of the page.
  3. Under 'Organization Settings' click 'Manage Designations'.
  4. Scroll your mouse over a specific designation.
  5. Click 'Edit' and modify the details.
  6. Click 'Save'.

How do I delete a designation?

  1. Log in as Admin.
  2. Go to Setup at the top of the page.
  3. Under 'Organization Settings' click 'Manage Designations'.
  4. Scroll your mouse over a specific designation.
  5. Click 'Delete'.
  6. Click 'Yes' or 'OK' to confirm.

How do I sort designations?

You can sort the designations either by alphabetically or by date. Follow the steps below to sort them.

  1. Log in as Admin.
  2. Go to Setup at the top of the page.
  3. Under 'Organization Settings' click 'Manage Designations'.
  4. Pull down the drop down list in the 'Sorted' field.
  5. Select by Date or Alphabetically as per your requirements.

How do I assign designation to an employee?

After adding designations to your organization, you can assign them to employees based on their roles and responsibilities.

  1. Log in as Admin.
  2. Navigate to the 'Organization' tab.
  3. Click 'Employee' link.
  4. Scroll your mouse over the user whom you would like to assign the designation.
  5. A tiny 'Settings' icon will appear on the left side next to the employee photo.
  6. Click "Edit'.
  7. Go to the 'Designation' field and choose the appropriate designation for the employee.
  8. Click 'Save'.

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