Designation

Where: Admin portal → Masters → Designation
Route: /masters/designation

The list of job titles in your company. Add a designation here once and it can be chosen wherever a designation is asked for, for example when you register an employee.

1. The Designation list

The list has one column, Designation, and an Actions column with a pencil (Edit) and a bin (Delete). Use Search to narrow the list as you type, and Show 50 / 100 / 150 to choose how many rows to see.

2. Add a designation

1. Click Add Designation.

   

2. Enter the Designation Name (required). If you click Save with the field empty it turns red and says "Designation Name is required."

   

   

3. Click Save. Designation saved – Success. Created. confirms it. Click Got it.

   

4. The new designation is in the list.

   

3. Edit a designation

1. Click the pencil on the designation's row.

   

2. Change the name.

   

3. Click Update. Designation saved – Success. Modified. appears.

   

4. Delete a designation

1. Click the bin on the designation's row.

2. The confirmation names the designation and warns "This cannot be undone." Click Delete.

   

3. Designation deleted – Success. Deleted. confirms it. Click Got it; the designation is gone from the list.

   

   

Related: Department · Employee