Add a Designation in HRM

Create job titles under each department and branch to support employee assignment, salary configuration, and operational hierarchy.

🔐 Access Control

• Only Admin users or staff with HRM setup permissions can add or edit designations
• From the Dashboard, use the side menu to navigate: HRM → System Setup → Designation

🧭 Step-by-Step: Add a Designation

1️⃣ Open Designation Setup

• Navigate to the Designation section under System Setup
• Click the ➕ icon to open the “Create Designation” form

2️⃣ Enter Designation Details

• Branch*: Select the branch this role belongs to (e.g. HQ, Client Site - Zenia, Warehouse B)
• Department*: Select the department within that branch (e.g. Operations, Finance, Care Staff)
• Name*: Enter the designation title — this can reflect:
  • Senior Care Assistant, Site Supervisor, Accounts Lead
  • Cleaner, Support Technician, Compliance Officer
  • Technology, Financials, Computer Technology

Use clear, sector-fit titles for payroll, reporting, and employee clarity.

3️⃣ Save the Designation

• Click Create to add the designation
• The new designation will appear in the list with action icons:
  • 🖊️ Edit
  • 🗑️ Delete

✅ Best Practices

• Use consistent naming across branches (e.g. Team Lead, Support Staff, Admin Officer)
• Add designations before assigning employees or configuring salary components
• Avoid duplicate titles within the same department
• Review designation list quarterly to reflect promotions, restructures, or role changes
• Link designations to payslip logic, leave policies, and attendance rules for full traceability