> For the complete documentation index, see [llms.txt](https://kb.logicerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/payroll/payroll-setups/setup-designations.md). # Setup Designations **Available on:** Desktop · Web · Phone Navigate to **Payroll Setups** and click on "Setup Designations". **Setup Designations** is the list of designations used in the organisation structure — *Store Manager*, *Sales Executive* and so on. Employees are given a designation on [Assign Employees to Org](/logic-erp-learning-hub-tutorials-and-best-practices/payroll/payroll-setups/assign-employees-to-org.md). ## The columns | Column | What to enter | | --------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Designation** | The designation's name, in capitals. Two designations cannot have the same name (capitals and spaces are ignored). | | **Level** | Its seniority: **1** = most senior, higher numbers more junior, **0** = not graded (shown blank). Levels run from 0 to 99. The list is sorted by level, then name, with ungraded designations first. The level is kept for reference; nothing else uses it. | | **Inactive** | Tick for a designation no longer given to anyone. Employees who already hold it keep it, but it is not offered on Assign Employees to Org. | | **Remarks** | An optional note. | | **Employees** | Filled in by the screen: how many employees are placed in the designation on [Assign Employees to Org](/logic-erp-learning-hub-tutorials-and-best-practices/payroll/payroll-setups/assign-employees-to-org.md). It is blank for none, and counted again when the screen opens or after Save. | ## Set up the designations ### **Step 1: Bring in the existing ones** * Press **Add From Employee Designations**. The designations already typed on the records of working employees, and not in the list yet, are added as new lines at level 0. The line under the grid says how many were added. * They are not saved yet: tidy them first — correct the spelling, delete duplicates, set each **Level**. ### **Step 2: Add or change designations** * Type a new designation on the blank last line, with its **Level**, and press **Enter** to the end of the line (or move to another line). ### **Step 3: Save** * Press **Save** and confirm. The line under the grid shows *Saved.* The screen closes without asking if changes are not saved, so save first. > **Example —** Employee records hold *SALES EXEC*, *SALES EXECUTIVE* and *STORE MANAGER*. After **Add From Employee Designations**, HR deletes *SALES EXEC*, keeps *SALES EXECUTIVE* at level 5 and sets *STORE MANAGER* to level 2, then saves. ## Deleting * Delete a line and answer **Yes** to *Confirm Deletion*; it goes when you **Save**. * A designation that employees are placed in cannot be deleted: change their designation on [Assign Employees to Org](/logic-erp-learning-hub-tutorials-and-best-practices/payroll/payroll-setups/assign-employees-to-org.md) first, or tick **Inactive**. ## Messages you may see | Message | Why | What to do | | ------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------ | ---------------------------------------- | | Enter the designation | The line has no name | Type the name | | Designation '…' Already Exists | Two designations with one name | Use another name | | Employees hold '…'. Change them (Assign Employees to Org) or mark it Inactive. | Deleting a designation still in use | Move the employees, or tick **Inactive** | | Employees hold '…' - change them before deleting it. | On **Save**: someone placed employees in a deleted designation after you opened the screen | Move the employees first | | Every employee designation is already in the list. | **Add From Employee Designations** found nothing new | Nothing to do | | Modification rights are not available... | On **Save**: your user may only view this menu | Ask for modify rights in User Access | ## On the web The same screen is on the web, and works on a phone: **Add From Employee Designations** sits full width above the grid. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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