Designation

The Designation screen is used by the HR Manager or Admin to define the organizational structure by categorizing the company's geographical locations, functional units, and specific job roles.

  • Location: Access this module through the main menu path: Home \rightarrow System Configuration \rightarrow Designation.

  • Purpose: To create a standardized framework of branches, departments, and positions that ensures consistency across employee profiles and recruitment listings.

  • Key Data: The interface organizes structural data into three primary categories via the left-hand sidebar: Branch, Department, and Position.


Step-by-Step: Managing Company Branches

  1. Start the Entry: Click the blue Plus Icon (+) in the top right corner of the table to open the branch creation form.

  1. Define Branch Details (Form Fields):

  • Input a clear Name for the location (e.g., "Main Branch").

  • Provide a brief Description to identify the primary purpose of that location (e.g., "Primary company branch").

  1. Save: Click "Save" (implied) to add the branch to the system.

  1. Bulk Management: Use the Upload Icon (next to the plus icon) to import multiple branch locations simultaneously via a CSV or Excel file.


Managing and Auditing Designations

  • Searching: Use the "Search branch..." (or category-specific) bar to quickly locate existing organizational units.

  • Maintenance:

    • Use the Blue Pencil Icon to modify the name or description of an existing entry.

    • Use the Red Trash Icon to remove branches, departments, or positions that are no longer part of the company structure.

  • Status Tracking: Monitor the Status column to ensure that only "Active" organizational units are available for selection in the People Management or Job Openings modules.

  • Pagination: Adjust the "Show entries" dropdown to manage the number of visible structural records per page for efficient auditing.

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