Adding a new Designation

Add a job designation to the company’s organizational structure, such as a junior employee, senior employee, team manager, department manager, and so on. Give it a name and place within the company’s organizational structure. Then assign employees to this designation.

 

• Note: Before starting, make sure to activate the organizational structure app in your account.

Steps to add a Designation

1. From the main menu, click on “Organizational Structure“.
2. Click on “Manage Designations“.
3. Click on the “New Designation” button.
   • Examples of designations: Manager, Sales Representative, Senior Employee, Junior Employee, Intern… etc.
4. Enter the designation information as follows:
   • Name: Enter the desired designation name.
   • Status: Choose from the dropdown the status of the designation; either “Active” or “Inactive“.
   • Description: Enter the designation description in the dialog box.
5. Click on the “Save” button.
6. The system will show you a message saying “Designation Added Successfully” and will display all its information as follows:
   • Details: A tab that includes details of the designations from its name and description.
   • Assigned Employees: A tab that contains details of employees assigned to this designation.
   • Activity Log: A tab that includes all the activities performed on this designation.
7.