How to Create and Manage Designations

Introduction #

Creating and managing designations is essential for organizing roles and responsibilities within an organization. This guide provides a step-by-step process for creating and managing designation details in the Cosmic ERP system.

Prerequisites #

• Access: Ensure you have login credentials for Cosmic ERP.
• Branch and Department: Ensure these are set up in the system.

Steps to Create and Manage Designations #

1. Login to Cosmic ERP
   • Enter your credentials to access the Cosmic ERP dashboard.
2. Navigate to HRM System
   • Click on ‘HRM System’ from the main menu.
3. Access HRM System Setup
   • Within the HRM System menu, click on ‘HRM System Setup’.
4. Open Designation Management
   • Click on ‘Designation’ within the HRM System Setup.
5. Create New Designation
   • Click on the ‘Create’ button, represented by a ‘+’ icon.
6. Select Branch
   • Choose the branch where the designation will be applicable.
7. Select Department
   • Choose the relevant department for the designation.
8. Enter Designation Name
   • Provide a name for the new designation.
9. Save Designation
   • Click on ‘Create’ to save the designation details.

Conclusion #

By following these steps, you can efficiently create and manage designation details in Cosmic ERP, ensuring that roles and responsibilities are clearly defined and organized within the organization.