People Resources

Manage Designations

Add a designation

  1. Log in as Admininstrator.
  2. Click Setup > Manage Designations under Organizational Settings > Add Designation.
  3. Provide all the required details.
  4. Click Save.

Alternate method

  1. Log in as Administrator.
  2. Click Organization > Designation > Add Record.
  3. Provide all the required details.
  4. Click Save.

Edit a designation

  1. Log in as Admininstrator.
  2. Click Setup > Manage Designations under Organizational Settings.
  3. Scroll your mouse over a specific designation.
  4. Click Edit to change the details.
  5. Click Save.

Delete a designation

  1. Log in as Admininstrator.
  2. Click Setup > Manage Designations under Organizational Settings.
  3. Scroll your mouse over a specific designation.
  4. Click Delete.
  5. Click Ok to confirm.

Sort designations

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

  1. Log in as Administrator.
  2. Click Setup > Manage Designations under Organizational Settings.
  3. Click the drop-down list in Sorted.
  4. Select by Date or Alphabetically.

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 Administrator.
  2. Click Organization > Employee.
  3. Scroll your mouse over the user whom you would like to assign the department.
  4. Click Settings icon and click Edit.
  5. Search for the Designation field and select the appropriate designation for the employee.
  6. Click Save.

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