Preferred Name Visibility

Completed

Preferred Name Visibility

What we’re doing:

We are in the process of updating pages on the web portal to display an employee’s preferred name in lieu of their legal first name

Why we think you’ll like it:

Atrieve recognizes that school district employees may use first names other than their legal first name to identify themselves. Replacing an employee’s name with their preferred name fosters inclusivity and a more positive workplace culture.

Learn more:

Activate preferred name in the areas below by going to Tools > Security & Setup > User Profile Maint - Tabbed > ALL. Set field “display preferred name” to Y.

The preferred name field is found in Atrieve Web > HR > HR Demographics > Employee Add/Change/Inquiry. The intention of the preferred name field was always to hold a preferred first name, not a full name.

The following pages have been updated to display an employee’s preferred name in lieu of their first name if it exists on the HR Demographics screen:

• Administrator Employee Selection pages (the table that displays employees at a location when choosing to perform an action on behalf of someone else)

  • My Info > Time & Attendance > Enter Absence

  • My Info > Time & Attendance > View or Change

  • My Info > Time & Attendance > Dispatch & Workboard > Unavailability

  • My Info > Time & Attendance > Extra Time

  • My Info > Time & Attendance > Dispatch & Workboard > Workboard

  • My Info > Phone & Email > Change Telephone

  • My Info > Time & Attendance > Dispatch & Workboard > Change PIN

  • My Info > Phone & Email >Text & Email Profile

  • HR > Manage Staff > Schedule Entry > Schedule Entry - Location

  • HR > Documents & eForms > Employee Information > Manager Level Info

  • HR > Location eForms > eForms by location

  • HR > Location eForms > Location Web Page 01-10

• Subsequent pages after selecting an employee from the Administrator Employee Selection (e.g. during absence entry for another employee, the name appears at the top of the screen to show who the absence is for

• Workboard

• Absence Entry - Requested Employee Name

• Absence / Dispatch View or Change