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.
The columns
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. 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 first, or tick Inactive.
Messages you may see
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.