Efficient Roles and Designation Management for Streamlined Workforce Organization

A designation is what a person is called at work: their job title, such as Web Designer or HR Recruiter. A role is what that person is allowed to see and do inside the HR system. Keeping the two separate is what makes both easy to manage.

Many HR tools use the two words interchangeably, and that is where the confusion starts. When job titles and access are kept separate but connected, managing who can do what becomes much simpler.

This page focuses on designations, that is, job titles used in employee records. Access permissions are managed separately. For more information, see User Roles & Permissions Management .

If you are creating common HR terms for your organization, the HR Glossary is helpful, as it contains many terms used in the fields of human resources and employee management.

A designation list is a set of information including job titles or positions in the company. Designation management is the maintenance of that list in an accurate and updated form.

If employee titles are typed manually, then the same position can have multiple versions, for example: Sr. Developer, Senior Developer and Sr Dev, which all mean the same job. A carefully maintained designation list can reduce this problem at the entry point.

Managetrix keeps designation management simple; it provides a central place for managing designations by HR or administrators in accordance with company job titles.

• To create a designation, enter the job title in the field at the top and click Add. The new title appears in the list and is ready to use.
• Each designation has options to edit, delete, or select it. You can update a job title directly without creating a new one.
• Editing happens in place, so fixing a misspelled title does not mean creating a new designation and moving everyone across to it.
• The demo workspace includes titles such as Web Designer, Team Leader, HR Recruiter, Writer, Video Editor, and SEO.
• This makes it easy to use the job titles that match your company instead of relying on a fixed list.

You can choose one designation as the default in Managetrix. The option is available next to the Add button. For example, you can set HR Recruiter as the default.

When you add a new employee, this designation is selected automatically. This saves a little time when you regularly hire people for the same position.

For example, if you often hire writers, you can set Writer as the default. You can change the default designation whenever needed.

Picture an agency hiring six writers this quarter. With Writer set as the default, nobody has to pick the same job title six times, and the one person who joins as an SEO specialist simply gets a different title chosen by hand.

A designation makes an employee’s job title easy to see. In the employee directory, you can find the employee’s name, job title, and team in the same place.

For example, one employee may be a Senior Backend Developer in the Development team, while another may be a Team Leader in HR / BD.

Using the same job titles across your records makes employee information easier to read and manage.

Because every title comes from one controlled list, the directory gives a clear picture of who does what, instead of the same job typed three different ways.

A designation indicates an employee’s position or job title. A team indicates the specific group that the employee belongs to. These are maintained separately.

For example, an employee who has the job title of Team Leader can lead a team or several teams without having a different job title.

Each team has one named leader, and that leader is an ordinary employee who holds a designation. In the demo workspace, that designation is Team Leader, and the same person can lead more than one team without needing a second title.

For information about teams, shifts, and team leaders, see Team & Shift Management. The current page is about designations.