Display of Preferred Name

Overview: 

If you have opted to display the preferred name instead of the legal name in the system's user interface, the preferred name will appear in the following areas. 

• Profile Snapshot
  • Login profile (top right of top navigation bar)
  • Team section (Manager, Peers, Direct Reports)
  • Team Section View All
• Employee Profile
  • Job section & Quick actions
  • Team section 
  • Custom employee names field (any field showing employee name)
• Add Employee
  • Employee Details form: All name fields will follow the name configuration
• Document Library
  • Share Document
  • Upload Document → Share document
  • Internal Templates → Preview
  • Template Preview → Main Panel
• Custom form
  • Request form user
  • Forms > Add/Edit form > Set up form details
  • Forms > Add/Edit form > Define availability scope
  • Forms > Add/Edit form > Define approval flow
  • Forms > Add/Edit form > Review & publish
• Org Chart
  • Organization Chart Cards
  • View Employees without team
  • Searching for an employee in the organisation chart
• People Directory
  • Preferred name will be displayed under First Name if found
• Team Calendar
  • Both displayed names & initials under Users column
  • Add to Calendar App → Custom
• Dashboard Widgets
  • Upcoming Events
  • Who's Out
• Tasks (& Emails)
  • To-Dos > Tasks
  • Employee Profile > Tasks
  • Task Recipient take up task
  • Employee profile > Workflows
  • Workflows > Progress Tracker
  • Email Notifications for Tasks
  • Create/Edit workflow template
  • Assign workflows
• Time Off (& Emails)
  • To-Dos > Time off (Pending & All tab)
  • Approval Modal
  • Employee profile > Time Off tab > Time Off events (list)
  • Approval Modal
  • Time Off Email Notifications
  • Bulk Adjustment > Select employees table
  • Time Off settings > Approval flows
• Expenses
  • Employee and Approver display
  • Settings > Categories > Add/Edit Category
  • Settings > Approval Rules > Add Approval Rule → Specific Employees search
• Payroll
  • Company info > Payroll admins
• Settings
  • Custom group > Add/Edit
  • Access control > Approval flows

Profile Snapshot

• Login profile (top right of top navigation bar)

• Team section (Manager, Peers, Direct Reports)

• Team Section View All

Employee Profile

• Job section & Quick actions

• Team section 

• Custom employee names field (any field showing employee name)

Add Employee

• Employee Details form: All name fields will follow the name configuration

Document Library

• Share Document

• Upload Document → Share document

• Internal Templates → Preview

• Template Preview → Main Panel

Custom form

• Request form user
  
  

• Forms > Add/Edit form > Set up form details

• Forms > Add/Edit form > Define availability scope

  
  

• Forms > Add/Edit form > Define approval flow

  
  

• Forms > Add/Edit form > Review & publish

Org Chart

• Organization Chart Cards

• View Employees without team

  
  

• Searching for an employee in the organisation chart

  
  

People Directory

• Preferred name will be displayed under First Name if found

Team Calendar

• Both displayed names & initials under Users column

• Add to Calendar App → Custom

Dashboard Widgets

• Upcoming Events

• Who's Out

Tasks (& Emails)

• To-Dos > Tasks

• Employee Profile > Tasks

• Task Recipient take up task

• Employee profile > Workflows

• Workflows > Progress Tracker

• Email Notifications for Tasks

• Create/Edit workflow template

• Assign workflows

  
  

Time Off (& Emails)

• To-Dos > Time off (Pending & All tab)

• Approval Modal
  

• Employee profile > Time Off tab > Time Off events (list)
  
  

• Approval Modal
  

• Time Off Email Notifications

• Bulk Adjustment > Select employees table

• Time Off settings > Approval flows

Expenses

• Employee and Approver display

• Settings > Categories > Add/Edit Category

  
  

• Settings > Approval Rules > Add Approval Rule → Specific Employees search

  
  

Payroll

• Company info > Payroll admins

Settings

• Custom group > Add/Edit

• Access control > Approval flows

We will be displaying it in more areas in the future. Will keep you updated!

Still Need Help?

Reach out to our support team should you need further assistance.