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Add a designation
This article covers: Add Designation.
Before you start
- Access. Changing records here needs permissions of this area (Designation.Create, Designation.Update, Designation.Deactivate). Roles that include them: Organization Administrator. Ask your administrator if you do not have one of these roles.
- These lists must already have entries, because the window picks from them: job grades (add one); legal entities (add one).
Steps
Open Core HR > Designations.
Select Add Designation.
In the window Designation fill in the fields below.
| Field | What it means and what to enter |
|---|---|
| Designation Code | A short, unique code that identifies the record. |
| Designation Name | The name people see for the record. |
| Short Name | A short form of the name. |
| Job Family | Choose from the list. |
| Grade | Choose from the list. |
| Career Level | Type the career level. |
| Company / Business Unit | Choose from the list. |
| Parent Designation | The record this one sits under. Leave it empty for a top-level record. |
| Designation Level | Type the designation level. |
| Effective From | The first day the record is in force. |
| Effective To | The last day the record is in force. Leave it empty if it has no end. |
| Status | Whether the record is in use. Choose one: Active, Inactive. |
| Description | Free text for your own notes. |
- Select Save Designation.
The window closes and the table shows the result.
If something does not work
- The button "Add Designation" is missing. You do not have the permission, or the page is not in your menu. See Access above.
- A list in the window is empty. The records it picks from do not exist yet. Add them first: Job Grades, Legal Entities.
- The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.