Designation Title
State the exact title or classification being assigned and any applicable internal code or grade to avoid ambiguity.
A clear notice reduces classification disputes, aligns payroll and benefit decisions, and improves audit readiness. It provides a single authoritative record of role, start date, authority, and any limits on duties, which helps HR, payroll, and legal teams enforce consistent treatment.
Copies are retained in the employee file; distribution typically includes HR, payroll, the hiring manager, and the designated individual.
State the exact title or classification being assigned and any applicable internal code or grade to avoid ambiguity.
Specify the start date for the designation using MM/DD/YYYY format and whether retroactive or conditional effective dates apply.
List principal duties, limitations, and supervisory or reporting relationships tied to the designation so expectations are documented.
Note whether the designation is permanent, temporary, or project‑based and include an end date or review date if applicable.
Record whether the designation affects pay, stipend, or eligibility for overtime, bonuses, or benefits, and reference applicable policies.
Include the name and title of the person authorizing the designation and a signature line for the designated individual and approver.
A finance manager served as 'Interim Controller' during a leave of absence to ensure continuity.
A contractor was designated 'Project Lead' for a six-month buildout to define authority for procurement.
Use an eSignature platform that supports audit trails, export to PDF/A, and integration with HR or payroll systems to preserve evidence of execution and simplify record retention.
Issue the notice when the designation is effective or as soon as practicable thereafter.
Complete Form I-9 within three business days of hire (8 CFR §274a.2).
Amend and reissue the notice promptly when duties, pay, or reporting lines change.
Provide copies to employees or regulators upon legitimate request without undue delay.
Retention periods begin on the effective date or termination, whichever applies.
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|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |