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Preferred name appear on rotas

You can enable a preferred name to appear on the rotas by adding it in the employee’s profile.

Written by Relu

To enable a preferred name to appear on the rotas, please follow the below steps:

  1. Find the employee using the organisation search then click employee's Person tab.

  2. Click Profile then in the top right, click Edit.

  3. Enter the name in the Preferred Name field.

  4. Click Save.

Once saved, the rota will display the employee using their preferred name instead of their standard forename.

🤓Tip: You can also update the preferred forename in the same Profile area if you want to adjust it later.

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