Designation Creation & Mapping Process

Introduction

In StaffingGo, a Designation represents the role or title assigned to employees within the organization. Creating a designation allows you to define roles and responsibilities, which can then be assigned to employees.

The application provides two methods to create designations:

1. Manual Creation

2. Bulk Creation

By default, a few designations are already available in the system. However, additional ones can be created as per organizational needs.

1. Manual Creation of Designation

Follow the steps below to create a designation manually:

Steps:

1. Login to the StaffingGo Application

   • Enter your credentials and log in.

   • Once logged in, navigate to the Settings section.

2. Access the 'Masters' Tab

   • Within Settings, locate the Masters tab and click on it.
     

3. Select 'Designation'

   • Under the Masters section, choose Onboarding Consultant & BGV.

   • From the list of options, click on Designation.
     

4. Click on 'Add New' Button

   • In the Designation section, click Add New or Create Designation.

5. Enter Designation Details

   • A form will appear. Fill in the required details:

     • Designation Name: Enter the title of the role (e.g., Manager, HR Executive).    

6. Save the Designation

   • After entering the details, click Save to create the new designation.
     

✅ Once created, the designation will be available for assignment to employees.

2. Bulk Creation of Designation

If you need to create multiple designations at once, you can use the bulk import method.

Steps:

1. Navigate to the Designation Section

   • Follow the same steps as in Manual Creation to open the Designation section.

2. Click on 'Import from Excel'

   • Select the option to import designations using an Excel file.
     

3. Download Sample Excel Template

   • Click on Download Sample Template.

   • This template can be filled with multiple designation details.
     

4. Upload & Import

   • After filling the Excel sheet, select the file and upload it.

   • Click Import to create multiple designations in bulk.
     

✅ Once imported, all the designations from the Excel file will be available in the system.

Conclusion

In StaffingGo, creating designations can be done either manually (for individual roles) or in bulk (for multiple roles).

• Use Manual Creation when you need to add a few designations.

• Use Bulk Creation when you need to add multiple designations quickly using Excel import.

This ensures that employee roles are properly defined and can be easily assigned within the system.