General Settings

How to Update Name Format

How to change the way that Names and Employee ID's are displayed in the software

By default, a Name Format is selected in the Initial Setup Wizard


1. Click the Global Settings Cog Wheel 



2. Select General Settings



3. Select   Name Format from the General Settings list



4. Click      and select Add     


5. Select a Name Format 

  • First Name - Last Name   e.g. John Doe
  • Last Name - First Name   e.g. Doe John
  • First Name - Middle Name - Last Name   e.g. John M Doe
  • Last Name - Middle Name - First Name   e.g. Doe M John


6. Select an Employee ID Format 

  • Numeric (Numbers)
  • Alphanumeric (Letters and Numbers) 


7. Select a Beginning on date (When should this rule go into effect?) 


8. Click      to update Name Format