Step 11 › Masters

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.

Master dropdown menu in the top navigation bar showing the Designation option

Upon clicking Master, a dropdown menu appears with various master options. Select Designation to open the designation management page.

Designation option highlighted in the Master dropdown menu

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.

Designation list page showing all existing 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.

Add Designation tab highlighted on the Designation page

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.
Add Designation form with Designation Name and Description input fields

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.

Success toast message confirming Designation Created

11.3 Edit Designation

To modify an existing designation, click the Edit icon (pencil) in the Action column of the desired record.

Edit icon highlighted in the Action column of a designation 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.

Edit Designation form with pre-filled designation details

A success message appears confirming that the designation has been updated.

Success toast message confirming Designation 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.

Delete icon highlighted in the Action column of a designation record

A confirmation dialog appears asking you to confirm the deletion, displaying the name of the designation to be deleted.

Delete confirmation dialog showing the designation name 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.

Success toast message confirming designation deletion