A step-by-step guide to operate business better with OCLite
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Global Configuration
How Do I Change My Username, Email, or Password?
How Do I Manage Locations in OfficeCentral?
How to Add, Remove & Replace Users?
How to Manage Company’s Information?
How to Manage Public Holidays?
How to Log In to OfficeCentral?
How to Set User Access in OfficeCentral? (Assign Roles)
How to Manage Company Bank Account?
What Should I Do If I Forgot My Password?
HRMS
1.1 HRMS Configurations – Manage Department
1.2 HRMS Configurations – Manage Designation
1.3 HRMS Configurations – Manage Job Classifications
1.4 HRMS Configurations – Manage Approvers
2.1 Staff Management – How to Add New Staff?
2.2 Staff Management – How to Edit Staff’s Information?
2.3 Staff Management – Resign, Deactivate, Suspend & Unassign
3.1.1 Leave Setup – Step 1: Define Leave Types
3.1.2 Leave Setup – Step 2: Leave Entitlement Defaults
3.1.3 Leave Setup – Step 3: Process Leave Entitlements
3.2.1How to Manage/Approve Leave Application for Staff (HR / Admin)
Payroll
Pricebook
CRM
Accounting
1.0 Accounting Configurations – Wizards
1.1 Accounting Configurations – Accounting Period
1.2 Accounting Configurations – Reference Number
2.0 Understanding Chart of Accounts
3.0 How to Create and Manage Customer (Debtor)
3.1 How to Create and Manage Invoice
3.2 How to Create and Manage Receipt (Receive Payment)
3.3 How to Create and Manage Credit Note
3.4 How to Create and Manage Debit Note
4.0 How to Create and Manage Supplier (Creditor)
4.1 How to Create and Manage Receive Invoice
4.2 How to Create and Manage Self-Billed Invoice
4.3 How to Create and Manage Payment (Issue Payment / Payment Voucher)
4.4 How to Create and Manage Received Credit Note
HRMS Configurations – Manage Designation
The Designation submodule in OfficeCentral allows your company to:
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Organize staff by designation
? Where to Access HRMS
? Where to Access This Function
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Go to Configurations
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Click Designation
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From here, you can:
No. Action Description Button 1 Add Create a new designation Click New Record at the top of the page 2 Detail View designation details Click Details next to the designation in the list 3 Edit Modify an existing designation Click Edit next to the designation in the list 4 Delete Permanently remove a designation Click Delete next to the designation in the list 5 Deactivate Temporarily disable a designation without deleting it Click Deactivate next to the designation in the list
Use the screenshot below to locate the Add New button:
1️⃣ Add a New Designation (Compulsary Fields)
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Click New Record
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Fill in the designation details:
| No. | Field | What to Enter |
|---|---|---|
| 1 | Designation Name | Full name of the designation (e.g., HR Executive) |
| 2 | Description | Optional notes about the designation |
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Click Save Form to create the designation
Use the screenshot below to locate all fields and the Save button.
