Job titles

A designation is the job title you assign to an employee. Open Designation under Employee Lifecycle. The list is titled Designations. You add and edit designations in a dialog on that list. On the Employees list, the same title appears in the Job Title column. On the employee form, the field is Designation.

1. Click New Designation. The dialog title is New Designation, and it says “Add a designation without leaving this list.”
2. Under Details, enter Name. Name is the title people will see, and it is required. Code and Description are optional.
3. Choose Default Appraisal Template if this title should start from a template you already use for appraisals.
4. Click Create Designation.

To change a title, click its name, or use Edit on that row. The dialog says “Edit this designation here.” Click Save. Click Cancel to close without saving.

On an employee record, Designation under Company Details uses this list.

What you should see

The Designations list shows Name, Code, Description, and Status. Search reads “Search job titles...” An empty list says “Define job titles and roles so reporting lines stay clear,” with New Designation.

A new designation appears on the list after the dialog closes. Status shows Active. A note says “Designation created.” Later saves say “Changes saved.”

When you open an employee, Designation offers these names. The Employees list shows the chosen name under Job Title.

If something looks wrong

Create Designation names Name when that field is empty. Enter the title in Name and try again.

The dialog says “This designation could not be loaded” when the row will not open. Close the dialog and click the designation again. If it is gone, it shows “Designation not found” with Back to list.

Designation on an employee is empty until this list has a row. Add the designation, then set Designation on the employee.

Default Appraisal Template only lists templates that already exist. Leave it blank if you are not using appraisals for this title.

Delete asks “Delete Designation” and “Are you sure you want to delete this designation? This action cannot be undone.” Confirm with Delete. If the delete does not complete, the row stays and the message says it could not delete the designation.