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Designations

Designations are the job titles or positions assigned to employees within your organization. This helps categorize employees based on their role or rank, and they are mainly used for organizational structure, clarity, and role based policies.

Scenario: Patricia, the CEO of Zylker Corp and wants to add the entire Marketing team of Zylker Corp to the Zoho Spend organization. Employees of the Marketing team have different positions like Head of Marketing, Senior Marketing Analyst, Product Marketer, Content Writer, and so on based on their position in the team and work.

She created Designations in Zoho Spend and assigns them to the employees during Employee Creation. This way, she can easily filter and manage employees and ensure that Zoho Spend’s organization structure aligns with Zylker Corp’s internal designations.

Add New Designations

Here’s how you can add designations:

  • Click Settings on the left sidebar.
    (OR)
    Click Settings in the top right corner of the page.
  • Click Designations under Organization.
  • Click + New Designation at the top right corner.
  • Enter the Designation Name.
  • Click Save.

Import Designations

You can import designations in the following formats:

  • CSV - Comma Separated Values
  • TSV - Tab Separated Values
  • XLS - Microsoft Excel

Here’s how you can import designations:

  • Click Choose File and select the file you want to import. Or, drag and drop the file that you want to import.

Pro Tip: To know the format of the import file, including the necessary columns and data, you can download the sample file and ensure that your import file matches it.

  • Select the Character Encoding and File Delimiter.
  • Click Next.
  • Check the mapping of the fields and click Next.
  • Click Import.

Assign Designations to Employees

Designations help categorize employees based on their roles or positions within your organization. Assigning the correct designation ensures accurate classification in analytic reports, organizational structure, and employee role based operations.

In Zoho Spend, you can assign a designation to each employee during the employee creation process or update it later as needed.

On the Designations page, you can view each designation along with the total number of employees assigned to it.

Edit Designations

Here’s how you can edit designations:

  • Click Settings on the left sidebar.
    (OR)
    Click Settings in the top right corner of the page.
  • Click Designations under Organization.
  • Hover over the designation you want to edit and click the More icon.
  • Click Edit.
  • Make the necessary changes and click Save.

Delete Designations

Here’s how you can delete designations:

  • Click Settings on the left sidebar.
    (OR)
    Click Settings in the top right corner of the page.
  • Click Designations under Organization.
  • Hover over the designation you want to delete and click the More icon.
  • Click Delete.
  • Confirm your action by clicking Yes in the pop-up.

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