SAP Knowledge Base Article - Public

2444264 - How to display employee's preferred name in Quick Card and People Search - Employee Central

Symptom

When searching an employee, is it possible to have employee's preferred name displayed in the result list of People Search and Quick Card?

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Environment

  • SAP SuccessFactors HXM Suite
  • Employee Central

Reproducing the Issue

  1. Go to People Search
  2. Search employee by "Preferred Name"
  3. Employee's name format shows as [FIRSTNAME] [LASTNAME]

Cause

  • An employee is known by his/her preferred name within his/her company.
  • When others try to search this employee, they do find this employee by using preferred name. However, the preferred name of this employee is not listed in People Search or Quick Card. 

Resolution

  • Steps to setup this functionality:
    1. Setup "Name Format" Functionality
      1. Opt-in "Enable Name Format" under "Company Settings" in Provisioning (Note: As a customer you may not have access to this and you would have to contact support or your implementation partner to set this backend setting).
          1. 1.png
      2. Create a Name Format
        1. Admin Center -> Manage Data
        2. Create New -> Name Format
        3. Fill in required fields as below and click on save
          1. 2.png
          2. Admin Center -> Configure Object Definitions
          3. Select Object Definition, and in the adjacent field, select "Legal Entity"(Or any LegalEntity to which the Name Format should be assigned)
          4. On the right hand side of the screen, on the Take Action menu, select "Make Correction"
          5. Create a new association with the details highlighted in the screenshot below, then select Save
              1. 3.png
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          7. 9.png
    2. Setup "Formal Name" data:image/jpeg;base64,mal name" field
      1. Admin Center -> Manage Business Configuration
      2. Employee Central -> personalInfo
      3. Choose "Yes" in the dropdown list of "Enabled" field
        1. 5.png
      4. Click on Save
    3. Setup RBP for "Formal Name" field
      1. The Formal Name field should appear under "Personal Information" portlet
        1. 6.png
      2. If the value is not correct with the selected Name Format, please perform the steps in KBA:
      3. 7_meitu_1.jpg
  • If you want to have the format as "First name (Preferred Name) Last Name", please add "()" to the preferred name field:
    1. Note: ensure Enable the name format selected in Configure People Profile to apply globally and Enable adoption of General Displdata:image/jpeg;base64,d Logo Settings.

      See Also

      Enabling the Adoption of General Display Name

      Keywords

      Preferred name, quick card, people search, name format, first name, last name, formal name , KBA , LOD-SF-PLT-SRH , Search , How To

      Product

      SAP SuccessFactors HCM Suite all versions