Designation Management Guide

This guide provides an overview of managing designations in the system, including adding new designations, viewing existing ones, and exporting designation data.

1. Overview of the Designation Screen

The “Designation” screen allows administrators to define and manage designations within the organization. The interface includes the following features:

• + Add Designation: Add a new designation to the system.
• Export: Download the list of designations in a file format (e.g., CSV or Excel) for reporting purposes.
• Search Bar: Quickly locate specific designations by typing in the name or other relevant keywords.
• Designation Table: Displays the list of all designations with the following details:
  • Name: The name of the designation (e.g., Employee, Manager).
  • Parent Designation: Indicates if the designation has a parent designation.
  • Action: Allows you to view or edit the details of a designation.

2. Adding a New Designation

To add a new designation, follow these steps:

• Click the + Add Designation button at the top of the screen.
• Fill in the required details in the “Add Designation” form:
  • Designation Name: Enter the name of the designation (e.g., Team Lead, Manager).
  • Parent Designation: If applicable, select a parent designation to establish a hierarchy.
• Click Save to create the new designation or Cancel to discard the changes.

3. Viewing and Managing Existing Designations

To view or edit a designation:

• Locate the designation in the table by scrolling or using the search bar.
• Click the View button in the “Action” column for the corresponding designation.
• Make any necessary changes in the designation details and save the updates.

If you need to remove a designation, ensure it is not assigned to any employees or linked to any dependencies within the system.

4. Exporting Designation Data

To export the list of designations:

• Click the Export button on the “Designation” screen.
• Select the desired file format (e.g., CSV, Excel) and download the data for record-keeping or reporting purposes.

5. Tips for Managing Designations

• Ensure that designations are structured hierarchically by linking child designations to their appropriate parent designations.
• Periodically review and update the designation list to maintain an accurate organizational structure.
• Export the designation data regularly for backup and analysis.