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Set up Designation

Who does this: hospital administrator Where: Human Resource › Employee Masters › Designation

A designation is a staff member's job title, such as Radiologist, Pathologist or Head Of Department (Hod). Every employee must have one: you pick it in the Designation field when you add an employee. Designations ticked as IsHead also decide who can be chosen as the head of a department.

The Designation list with codes, names, short names and status

Add a designation​

  1. Go to Human Resource › Employee Masters › Designation.

  2. Click Add. The designation form opens. The empty designation form

  3. Fill in the fields:

    FieldWhat to enterRequired
    CodeFilled in automatically when you save.—
    NameThe job title, for example Staff Nurse. Up to 50 characters.Yes
    Short NameA short form of the title, for example SN.No
    StatusLeave on Active.—
    IsHeadTick for titles that head a department or team, such as Head Of Department (Hod).No

  4. Click Save. You return to the list and the new designation appears in it.

Change or deactivate a designation​

  1. In the list, click the ⋮ button at the end of the row and choose Edit. The row menu with the Edit option
  2. Change the fields you need. To stop using the designation, switch Status to Inactive.
  3. Click Save.

Designations cannot be deleted from this screen. Make a designation Inactive instead.

Good to know​

  • Codes and names must be unique. Saving a name that already exists shows an error.
  • Staff whose designation is ticked IsHead appear in the Head list of Department. If the person you want is missing from that list, tick IsHead on their designation.
  • Use the filter and sort icons in the column headers to find a designation quickly.
  • Click Back to List or Cancel to leave the form without saving.
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