Designation
Overview
Designation — Business Overview
Designation defines the official job titles used across Dafater. It represents how roles are named and recognized within the organization, such as Sales Executive, Finance Manager, or HR Officer. Having clear and standardized designations ensures consistency in employee records, reporting, approvals, and internal communication.
What Designation Is Used For
In daily business operations, Designation is used to:
- Clearly identify an employee’s role and level within the organization
- Standardize job titles across departments and branches
- Support structured reporting, approvals, and responsibility assignment
- Ensure consistency in documents such as employee profiles, organizational charts, and internal reports
In simple terms, Designation answers the question: “What is this person’s official role in the company?”
Prerequisites and Setup Requirements
Before using Designation, businesses should:
- Define their organizational structure and hierarchy
- Agree on standardized job titles to avoid duplication or confusion
- Align designations with company policies, authority levels, and responsibilities
This setup is usually done once and updated only when new roles are introduced or existing roles change.
Typical Workflow and Business Fit
Create Designations
Management or HR defines all official job titles used in the company.Assign Designations to Employees
Each employee is linked to a Designation as part of their profile.Use Across Business Processes
The Designation is then used in:- Approval flows and authorization levels
- Reporting and workforce analysis
- Internal communication and role clarity
Review and Update When Needed
As the organization grows, new designations may be added or adjusted.
Key Business Scenarios Where Designation Is Essential
- Employee Onboarding: Assigning a clear role to new hires
- Organizational Reporting: Understanding role distribution and workforce structure
- Approval and Authority Control: Supporting role-based decision-making
- Policy and Compliance: Ensuring job titles align with internal and regulatory requirements
- Internal Communication: Helping teams understand responsibilities and hierarchy
Important Considerations for Users
- Keep designations clear, standardized, and meaningful
- Avoid creating multiple titles for the same role
- Review designations periodically to reflect business growth or restructuring
- Ensure designations match actual responsibilities to prevent confusion
- Treat Designation as a strategic setup, not just a data entry task
Designation plays a foundational role in organizing people, responsibilities, and authority within Dafater, making it essential for smooth and professional business operations.
Basic Information
- Module: Setup
- Document Type: Setup
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| designation_name | Designation | Data | ✓ | - | Official role title used across Dafater HR processes |
| description | Description | Text | - | Brief overview of responsibilities and scope for this designation | |
| appraisal_template | Appraisal Template | Link | Appraisal Template | Default Dafater appraisal template linked for performance evaluations | |
| skills | Skills | Table | Designation Skill | Required skills mapped to this designation in Dafater |
Child Tables
Skills (Designation Skill)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| skill | Skill | Link | Skill | Required skill linked to designation for Dafater workforce planning. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| HR User | ✓ | ✓ | ✓ | ✓ | ||
| Sales User | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Appraisal | Linked from | HR |
| Appraisal Cycle | Linked from | HR |
| Authorization Rule | Linked from | Setup |
| Bulk Salary Structure Assignment | Linked from | Payroll |
| Employee | Linked from | Setup |
| Employee Attendance Tool | Linked from | HR |
| Employee Grievance | Linked from | HR |
| Employee Onboarding | Linked from | HR |
| Employee Onboarding Template | Linked from | HR |
| Employee Performance Feedback | Linked from | HR |
| Employee Referral | Linked from | HR |
| Employee Separation | Linked from | HR |
| Employee Separation Template | Linked from | HR |
| Exit Interview | Linked from | HR |
| Full and Final Statement | Linked from | HR |
| Interview | Linked from | HR |
| Interview Round | Linked from | HR |
| Job Applicant | Linked from | HR |
| Job Offer | Linked from | HR |
| Job Opening | Linked from | HR |
| Job Requisition | Linked from | HR |
| Leave Control Panel | Linked from | HR |
| Payroll Entry | Linked from | Payroll |
| Salary Slip | Linked from | Payroll |
| Salary Structure Assignment | Linked from | Payroll |
| Shift Assignment Tool | Linked from | HR |
| Appraisal Template | Links to | HR |