October 18th 2023, Release Note: WFM UK | Scheduling: Displaying Employees' Preferred Name + Last Name – Fourth & HotSchedules Customer Success Portal

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