May 19th 2022, Release Note: WFM UK | Labour Productivity: Displaying Employees' Preferred Names

Summary

Release date: May 19th 2022

• Enabled by Default? - No
• Set up by customer Admin? - Yes
• Enable via Support ticket? - No
• Affects configuration or data? - Yes

What’s Changing?

A setting that displays employees' preferred names on particular pages within Labour Productivity.

Reason for the Change

To make it easier for managers to identify their team members and staff when planning the schedule.

Customers Affected

All customers using Labour Productivity.

Release Notes

Organisation Configuration

To display employees' preferred 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
• Then Save

Fig.1 - Display Preferred Name setting

Preferred Name Setup

For UK HR & 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 
• Activity Based Scheduling Page

Fig.2 - Schedule page - employee name label

Fig.3 - Time & Attendance page - employee name label