Designations

Overview

Designations define job titles and seniority levels within your organization. They help establish the hierarchy and career progression for staff members. Common designations include Manager, Senior, Junior, Director, and Executive.

Understanding Designations

What Designations Represent

• Job title (e.g., "Sales Manager")
• Seniority level (e.g., "Senior", "Junior")
• Position in hierarchy (e.g., "Director", "Executive")

Difference from Roles

Pre-configured Designations

Common designations available:

Assigning Designations to Staff

Step-by-Step Process

1. Create or Edit Staff: Go to Organization > Staff Members
2. Find Designation Field: In the Organization Assignment section
3. Select Designation: Choose the appropriate job title
4. Save: Apply the changes

Notes

• Designations are optional but recommended
• Help with organization and hierarchy views
• Can be changed at any time

Creating Custom Designations

If the pre-configured designations don't fit:

1. Go to Organization > Designations
2. Click "Add Designation"
3. Enter the designation name
4. Set the level/order (for hierarchy sorting)
5. Save the designation

Designation Hierarchy

Designations can have a level/order that affects:

• Position in hierarchy view
• Sorting in staff lists
• Organizational charts

Level Order (Example)

1. Executive (Level 1 - Top)
2. Director (Level 2)
3. Manager (Level 3)
4. Senior (Level 4)
5. Regular (Level 5)
6. Junior (Level 6)
7. Intern (Level 7 - Bottom)

Viewing Staff by Designation

Filter in Staff List

1. Go to Organization > Staff Members
2. Use the "Designation" filter
3. Select the designation
4. View matching staff

In Hierarchy View

Designations appear at the staff level:

• Company > Branch > Department > Staff (with Designation)

Editing Designations

What Can Be Changed

• Designation name
• Level/order
• Status (active/inactive)

Impact

• Name changes reflect immediately
• Staff assignments preserved
• Order changes affect hierarchy display

Best Practices

1. Use Clear Titles: Names should be self-explanatory
2. Maintain Hierarchy: Set proper levels for organization chart
3. Standardize Naming: Use consistent naming conventions
4. Assign to All Staff: Helps with complete organization view
5. Review Periodically: Update when roles/titles change

Use Cases

Organization Chart

• Visualize reporting structure
• Understand seniority levels
• Career progression visibility

Staff Identification

• Quick identification of job role
• Filter by seniority
• Team structure overview

Reporting

• Staff count by designation
• Department composition
• Seniority distribution