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Product guide · Company Admin or authorized HR user

Designation setup

Set up the job designations used in employee records without confusing titles with access rights.

  1. STEP 01

    Standardize job titles

    Agree the designation names needed for the company and how similar roles should be represented. A designation describes the job; it does not by itself establish every responsibility or permission.

  2. STEP 02

    Maintain designations

    Use the Designations destination in company organization settings. Review existing records and supported fields before adding or updating a title.

  3. STEP 03

    Check employee records

    Assign the designation to the relevant employees, then check department, reporting manager and employment information. Review role and employee permissions independently when responsibilities change.

Before you finish

  • Designation names are consistent.
  • The employee’s organization fields agree with the actual role.
  • No access grant is assumed from a job title alone.

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