Display Name

What will the Display Name setting change?

Purpose: To help you understand which areas of the account are affected or unaffected by the Display Name setting.

Table of Contents

General Settings

General Settings

The Display Name setting defines how employee names appear throughout the account. To change the display name, go to Settings and click Account. Select General Settings, and you will find the Display Name field.

The Display Name setting WILL change the appearance of employee names in the following areas of BambooHR.

Area Employee Name
Preview When previewing as a user, a navigation bar will appear at the top that says "This is what BambooHR looks like for [Display Name]."
Email alerts The following email alerts will show the display name of referenced employees within the alert, although the addressee will still be addressed by their preferred name.

Benefit Eligibility
Birthday Summary
Birthdays
Employee Anniversaries
Employee Anniversary Summary
Custom Table Date
Employee Visa Renewal
Employment Termination
Task Reminder
Pending Time Off Requests
Time Off Reminder
Training Expired
Training Not Complete

The Display Name setting WILL NOT change the appearance of employee names in the following areas of BambooHR.

Area Employee Name
Preview When previewing BambooHR as a user from the employee profile: First name, Preferred name, Middle name, and Last name (as applicable) on the employee profile.

When previewing as a user from Access Level Settings: Preferred name, Last name on the employee profile.
Email notifications The email notifications address employees by their preferred name if set up on their Personal tab. If there is no preferred name set up, the notifications will show the employee's first name.
Employee profile view First name, Preferred name, Middle name, and Last name(as applicable)


Example: Charlotte (Char) Danielle Abbott.
Managers, Direct Reports, and Reports To on theJob tab Preferred name, Last name
Employee list view Last name, First name (unless you change this setting when customizing the list view)
My Info widget Preferred name, Last name
Who's Out widget Preferred name, Last name
Celebrations widget Preferred name, Last name
Standard reports Last name, First name

Exceptions

- Birthdays, Years of Service, Headcount, and Goals Status: Display Name
- Additions and Terminations, Timesheet Entries, Employee Project Hours, and Project Hours: Last name, Preferred name
Company directory Preferred name, Last name (or First name if there is no preferred name)
Power edit Last name, Preferred name
Org Chart Preferred name, Last name
Access level settings Preferred name, Last name


When previewing as a user from Access Level Settings, their employee profile will show Preferred name, Last name.
Selecting a hiring lead for a job opening Preferred name, Last name