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Managing Designations

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Adding a new employee designation

  1. Select “Organizational Structure” from the navigation menu.
  2. Select “Manage Designations“.
  3. Click the button “New Designation“.
  4. Input the
    1. Name: The name of the designation to be assigned. (E.g. Sales Executive)
    2. Status: Select the status from the drop-down menu; set it to Active or Inactive.
    3. Description: Optional; add a description to that designation.
  5. Click “Save” once you’re done.

Editing a designation

  1. Select “Organizational Structure” from the navigation menu.
  2. Select “Manage Designations“.
  3. Click the designation you wish to edit. 
  4. Click the button “Edit“.
  5. Make needed edits.
  6. Click “Save” once done.

Deleting a designation

  1. Select “Organizational Structure” from the navigation menu.
  2. Select “Manage Designations“.
  3. Click the designation you wish to delete. 
  4. Click the button “Delete“.
    • Note that you cannot delete a designation that has been assigned to employees/users.


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