Designations
A designation is a job title (for example Team Lead, Senior Developer, HR Manager). You assign a designation to each employee, and you can arrange designations into a hierarchy that mirrors your reporting structure. This article covers creating designations and using the hierarchy view.
Permission note: Viewing designations requires the View Designation permission; adding or editing them requires the Add Designation / Edit Designation permissions.
Creating a designation
How to add a designation
- Go to HR → Designation and click Add Designation.
- Enter the details (below) and save.
| Field | Required | Notes |
|---|---|---|
| Name | Yes | The job title, e.g. Team Lead. |
| Parent | No | The designation this one reports into, establishing the hierarchy. Leave as -- for a top-level designation. |
Designations created here become available in the Designation dropdown when you add or edit employees.
The designation list
The list shows each designation's Name and its Parent Designation. You can:
- Click a name to view its details.
- Edit or Delete a designation.
- Filter by Status (All / Active / Inactive) or search.
- Use Quick Actions for bulk operations.
A toggle in the top-right switches between this table list and the Hierarchy view.
Hierarchy view
The Hierarchy view renders your designations as an interactive org tree / organization chart. You can:
- See how designations nest under one another at a glance.
- Drag and drop a designation onto another to change its parent (re-parent it).
- Add a new designation directly from here.
This is the quickest way to reorganise titles after a restructure.
Tips
- Keep designation names consistent (e.g. always Senior X, not a mix of Sr. and Senior) so reports stay tidy.
- Use the Parent field (or drag-and-drop in the hierarchy) to reflect who reports to whom by title.
- Designations and Departments are separate: a designation is the title, a department is the team. See Departments.