Managing Job Roles and Hierarchies

The Designation Module in CRM LEAF is used to define and organise job roles within the organisation. It supports a hierarchical structure, allowing teams to visualise reporting lines and restructure roles via drag-and-drop. All designations can be exported in Excel format for planning or HR documentation.

How to Add a Designation

To manually add a new designation:

Go to HRMS > Designation > Add Designation.

Fill out the following fields:

• Name: Enter the name of the designation (e.g., Team Lead, Business Analyst).
• Parent: (Optional) Select a parent designation to build reporting hierarchy.
• Click Add to save the designation.
• Hierarchy View
• The Designation module supports a visual hierarchy view for restructuring job roles:
• Use drag and drop to adjust reporting lines.
• Organize designations into parent-child relationships to reflect team structures.
• Changes auto-save and update across the system.

Designation Table View

Example

View all designations in a tabular format:

Name	Parent Designation	Action
Team Lead	Project Manager	Edit/Delete
Junior Developer	Team Lead	Edit/Delete
HR Manager		Edit/Delete

Use this table to:

• Edit or delete designations.
• Identify role dependencies.
• Search or filter by role.

Exporting Designations

• You can export the full designation list to Microsoft Excel for documentation or audits.
  Path:
• Go to HRMS > Designation > Export to download the file.

Quick Actions – Designation Module

Action	How To
Add Designation	Go to Add Designation, fill the fields, and click Add.
View Table	Navigate to the table view to see and manage all designations.
Use Hierarchy View	Switch to hierarchy mode to drag & drop designations.
Edit/Delete Designation	Use the Action column to update or remove roles.
Export Designations	Go to Designation > Export to download the list in Excel format.

FAQ – Designation Module

Q: Can I create sub-level designations?
A: Yes, assign a parent designation to create a hierarchy.
Q: Can I rearrange roles after adding them?
A: Yes, use the drag-and-drop feature in the Hierarchy View.
Q: Is there a limit to the number of designation levels?
A: No, you can create multi-level hierarchies as needed.
Q: Can I filter designations by department?
A: Designations are organization-wide but can be associated with departments during employee assignment.