A Designation or a position is a prerequisite before you can add an employee.
Remarks: Adding new record affects all properties within the group. This means add new record is all, edit and delete is per property.
Each Designation is assigned to a function level.
Here's the explanation of each level.
Lowest = is equivalent to function 1
Any position that is only using the stock request, E-hors messenger or just a captain order can have the level 1. This level is not allowed to cancel an order in the POS.
Low= is equivalent to function 2
FO exec, assistant can have a level 2. Level 2 & above can cancel an order in the POS, only if your username has access to POS. Level 2 & above can also make a negative BDI correction in FO.
Medium = is equivalent to function 3
Supervisors should have level 3, this level is also needed for approval in purchasing & might be a level that needed for AP. Level 3 & above are able to close an OC/ENT & Employee ledger bill in POS, only if your username has access to the POS.
High = is equivalent to function 4
Head of department's should have level 4, and whichever position is responsible for back office correction must have level 4. Level 4 can also do an approval for AP (Accounts Payable) & purchasing as long as they have the access to the program.
Highest = is equivalent to function 5
Owners, director, FC, GM must have level 5. This level can do any approval as long as they have access to the program that requires approval.
Level 5 can be the approver of AP (manage payment), Banquet Event Order, Order authorization.
The above function will only work in combination of the program related to it. You can have the highest level but if you don't have the right program it will not serve its purpose. When you have created the designation, you can link the designation to the programs entitled using the "Designation Program Template".
To Add
- Click the button "+ Add new Record", type the position name and select the function level. Hit Submit or enter when done.
To Edit
- Click the "edit" icon and start editing the data.
- Click "submit" when done.
- Click "cancel" if you don't want to make any changes
To Search
Select the filter icon and select from the drop-down list.
- contains
- Start with
- is equal to
To Delete (deactivate)
Double check first before deactivating any designation.
- Navigate to the designation name that you want to deactivate, click "deactivate" button.
- Are you sure you want to de-activate this record?
- Click "OK".
Show In-active
UN-tick the box to show in-active records.
To Re-activate
- UN-tick the tick box “hide inactive” to show the in-active records.
- Navigate to the designation name that you want to re-activate, click "re-activate" button.
- Are you sure you want to re-activate this record?
- Click "OK".
