How to Configure Designations as a Drop-down ?

To ensure consistency and avoid manual errors while entering employee data, you can configure the Designation field as a drop-down list. This allows users to select from predefined options instead of typing designations manually, helping maintain uniformity across the system.

Steps to Configure

1. Go to the Organization Module
2. Click on Organization Settings

3. Navigate to:

   Employee Fields → Employee Details → Job Information

4. Locate the Designation field

5. Click on the pencil (edit) icon

   You will see an option:

   “Do you want to make this field a drop-down?”

   • Select Yes to enable the drop-down

   • If not selected, it will remain a text field

     Once enabled:

   • Click on Add Drop-down Values
   • Enter designations one by one

   • You can add multiple designations as required

     For each designation:

   • Mark it as Active to make it available
   • Mark it as Inactive if it is no longer in use
6. Click on Save

The Designation field will now appear as a drop-down during employee onboarding. Users will be able to select from predefined options instead of typing manually, ensuring better data consistency.