Knowledge

1. Overview of the Designation Submodule

The Designation Submodule allows organizations to manage job titles, roles, and their hierarchical relationships within the organization. Features include creating, listing, and visualizing designations in table and hierarchy views, along with filtering and exporting options.

2. Accessing the Designation Submodule

1. Navigate to the HR module in the left-hand menu.

2. Click on Designation to access the Designation Dashboard.

3. Features of the Designation Submodule

a. Designation Listing Page

The Designation Listing Page provides an overview of all designations. It includes:

• Name: The designation name (e.g., Manager, Team Lead).

• Parent Designation: Displays the parent role for hierarchical structuring.

• Actions: Options to view, edit, or delete a designation.

b. Add Designation

To add a new designation:

1. Click the "Add Designation" button.

2. Fill in the required fields: 

• Name: Enter the designation name (e.g., Team Lead).

• Parent: Optionally, select a parent designation to establish hierarchy (e.g., Team Member under Team Lead).

3. Click "Save" to add the designation.

c. Export

• Use the "Export" button to download the designation list as a file for reporting or documentation purposes.

d. Filter and Search

• Search Bar: Locate specific designations by name using the search field.

• Filter: Narrow results by selecting specific designations or categories.

e. Table View

• The Table View displays designations in a tabular format with sortable columns: 

• Name

• Parent Designation

• Actions

f. Hierarchy View

• The Hierarchy View visualizes the relationships between designations in a tree structure.

• Features: 

• Drag & Drop: Restructure designations by dragging and dropping roles to redefine hierarchy.

• Hierarchy Visualization: Displays designations as a flowchart for easier comprehension of reporting lines.

4. Additional Features

Search and Filter in Views

• Both Table View and Hierarchy View support search functionality.

• Filters are available to narrow the designation list for focused review.

5. Best Practices and Tips

1. Use Hierarchy View to ensure reporting lines are accurate and clear.

2. Regularly update designations to align with organizational changes.

3. Export designations for external use in reports or to share with stakeholders.

4. Use Parent Designation to maintain a well-structured hierarchy.

Thank you for maintaining structured roles in your organization!
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