Symptom
How Name Format works in Org Chart?
Environment
SAP SuccessFactors HCM Suite
Cause
As part of 2H 2021, Org Chart feature will now adopt the formatted display name.
Resolution
Prerequisites:
- Name Format should be enabled (see KBA 2274066 - How to use Name Format functionality in Employee Central for Org Chart)
- EP Name format is enabled (configured with Configure People Profile)
- Legal Entity is configured with EC name format
- Company system and logo setting->Enable the name format selected in Configure People Profile to apply globally" is enabled
NOTE: SuccessFactors Mobile app currently does not display Preferred Name as the Web browser version of the application. There are future enhancements planned to extend this logic to further areas in the system but not confirmed dates have been provided.
When the feature toggle is ON, Company Org Chart will respect both EC(Employee Center) and EP (Employee Profile) setting. Specifically, Company Org Chart supports below criteria.
EP Name Format |
EC Name Format |
Enable the name format selected in Configure People Profile to apply globally) |
Org Chart Display for User |
YES |
YES |
YES |
Org chart username is displayed with EP format name |
YES |
YES |
NO |
Org chart username is displayed with EC format name |
YES |
NO |
YES or NO |
Org chart username is displayed with EP format name |
NO |
YES |
YES |
Org chart username is displayed with COMMON_User_Display_Name |
NO |
YES |
NO |
Org chart username is displayed with EC format name |
NO |
NO |
YES or NO |
Org chart username is displayed with full name (first name + last name) |
When the feature toggle is OFF, Company Org Chart will only respect EP (Employee Profile) setting and display the user name as former release. Specifically, Company Org Chart supports below criteria.
EP Name Format |
Enable the name format selected in Configure People Profile to apply globally) |
Org Chart Display for User |
YES |
NO |
Org chart username is displayed with full name (first name + last name) |
YES |
YES |
Org chart username is displayed with EP format name |
NO |
YES or NO |
Org chart username is displayed with full name (first name + last name) |
See Also
SAP Help Portal: Setting Up and Using the Organization Chart
3497845 - Users in org chart page appears with full name , instead of the preferred name
Keywords
org chart, Name Format, formal-name, formal name, general display name , KBA , LOD-SF-PLT-ORG , Org Chart Issues , How To