Designation
Manage employee designation categories within the organization.
The Designation module is used to manage employee designations within the organization. It provides a centralized view of all designation records, enabling administrators to create, update, and remove designation categories as needed.
From the main dashboard, navigate to Master in the top navigation menu to access the designation management interface.
Upon clicking Master, a dropdown menu appears with various master options. Select Designation to open the designation management page.
11.1 Designation List
The Designation List displays all recorded designations and includes search and filter options to help users quickly locate specific designation records.
The list displays the following columns:
- Designation – Name of the designation (e.g., Student, Manager, OE).
- Description – Details or remarks about the designation.
- Status – Active or inactive status of the designation.
- Action – Edit and Delete options for each record.
The page also includes a dropdown to select the number of records to display per page (default: 10), a Search field to filter designations, and an Export button to export the list data.
11.2 Add Designation
To create a new designation, click the Add Designation tab.
The Add Designation form appears with the Designation Details section. Fill in the required fields:
- Designation Name * (required) – Enter the name of the designation.
- Description (optional) – Enter additional details or remarks about the designation.
Click Submit to save the new designation. To cancel and return to the list, click Back.
A success message appears at the top of the page confirming that the designation has been created, and the new record is added to the Designation List.
11.3 Edit Designation
To modify an existing designation, click the Edit icon (pencil) in the Action column of the desired record.
The Edit Designation tab opens with the existing details pre-filled in the form. Update the required fields and click Submit to save the changes. Click Back to cancel and return to the list.
A success message appears confirming that the designation has been updated.
11.4 Delete Designation
To remove a designation, click the Delete icon (trash) in the Action column of the record you want to remove.
A confirmation dialog appears asking you to confirm the deletion, displaying the name of the designation to be deleted.
Click Delete to confirm the deletion, or Close to cancel and return to the list.
A success message appears confirming that the designation has been deleted, and the record is removed from the list.