DESIGNATION MANUAL

A Designation or a position is a prerequisite before you can add an employee. 

Remarks:  Adding a new record affects all properties within the group. This means adding a new record is all, and editing 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 level 1. 

Low= is equivalent to function 2
FO exec and assistant can have a level 2. 

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 is needed for AP (accounts payable). 

High = is equivalent to function 4
The head of departments 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 access to the program. If the user has to switch departments and do a stock request on behalf of other departments, his or her function level must be 4.

Highest = is equivalent to function 5
Owners, directors, FC, and 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, and Order authorization.

The above function will only work in combination with the program related to it and in combination with your setup in property settings. 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

1. Click the button "+ Add new Record", type the position name and select the function level. Hit Submit or enter when done.

To Edit

1. Click the "edit" icon and start editing the data.
2. Click "submit" when done.
3. 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. 

1. Navigate to the designation name that you want to deactivate, click the "deactivate" button.
2. Are you sure you want to de-activate this record?
3. Click "OK".

Show In-active

UN-tick the box to show inactive records.

To Re-activate

1. UN-tick the tick box “hide inactive” to show the inactive records.
2. Navigate to the designation name that you want to re-activate, and click the "re-activate" button.
3. Are you sure you want to re-activate this record?
4. Click "OK".