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Departments & Job Titles

To maintain an orderly organizational structure and simplify employee onboarding, Planmaster allows Company Administrators to establish standardized Departments (like Engineering & Projects or Accounts & Commercial) and professional Designations (like Senior Project Manager or Site Supervisor).

Access this section from the left sidebar under Settings > Company Config, then switch to the Departments or Designations tab.

Departments and Designations Settings

1. Setting Up Departments

Departments group your team members into functional operating divisions across your enterprise.

How to Add a Department:

  1. Click Settings > Company Config in the left sidebar menu.
  2. Select the Departments tab.
  3. Click the blue New button.
  4. Enter the department name (for example: Engineering & Projects, Accounts & Commercial, Procurement & Stores, or Quality & Safety).
  5. Click Create.

2. Setting Up Job Titles (Designations)

Designations define the official job roles printed on employee profiles and organizational charts:

How to Add a Designation:

  1. In Settings > Company Config, click the Designations tab.
  2. Click the blue New button.
  3. Type the official title (for example: Senior Project Manager, Site Engineer, Quantity Surveyor, Storekeeper, or Safety Inspector).
  4. Click Create.

Why Setting Up Departments & Designations Saves Time

Once created, these departments and designations populate the dropdown menus whenever you invite a new colleague or edit an employee's profile in the Employee Directory. This eliminates inconsistent naming (e.g., preventing variations like Site Engg, Site Eng, and Field Engineer).