Summary
Organisation Setting to Display Employees' Preferred Names and Last Names |
Employees using a preferred first name can now have their last names displayed on the schedule as well |
Release date: October 18th 2023
- Enabled by default? - No
- Set up by customer Admin? - Yes
- Enable via support ticket? - No
- Affects configuration or data? - Yes
What’s Changing?
An additional setting that gives the option to display employees' preferred names followed by their actual last names.
Reason for the Change
To make it easier for managers to identify their team members and staff when planning the schedule. Enhances existing functionality that allows preferred first names only to be displayed.
Customers Affected
All customers using the new Scheduling UI 2023.
Release Notes
Organisation Configuration
To display employees' preferred names and last names for an Organisation, administrator users will:
- Go to the Scheduling home page
- Select Settings Setup & Management
- Select Edit against the required Organisation
- Under 'Organisation Configuration' scroll down and tick the box against Display Preferred Name
- A new setting will appear - Display Preferred Name and Last Name - tick the box
- Then Save
Fig.1 - 'Display Preferred Name and Last Name' setting
Preferred Name Setup
For UK HR and Payroll-integrated customers, employees' preferred names are set up and managed through the HR module.
- Log in to HR > Employees > Employee List > search for and select an Employee
- Go to Employee Info > Personal Details
- Enter the Preferred Name and Save
The preferred name will then be sent to Scheduling to update the employee's record.
For any 3rd party HR-integrated customers, the preferred names will need to be sent to Fourth.
For information on the required format, please see - https://developer.fourth.com/en-gb/docs/labor-productivity-api/reference#operation/Employee_ImportEmployeeAsync - under personal_Details
If an employee has no preferred name, their first and last name will be displayed in Scheduling.
Preferred Name Display
The pages within the solution that will display preferred names from 19th May 2022 are:
- Schedule page - see Fig.2
- Time & Attendance page - see Fig.3
- Daily Roster Report
- Schedule Warnings tab
- Printable Schedule
- My Schedule app
Fig.2 - Schedule page, employee name label - 'Potercho' is the preferred name and 'Potter' the last name
Fig.3 - Time & Attendance page - employee name label
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