What Can I learn from this page? | Guidance on where you can expect to encounter the distinction between Preferred Name and Name within the performance section of the platform |
Who is this page for? | Performance Admin |
When selecting account demographics in Culture Amp, you have the flexibility to assign custom demographics like Gender, Location, Department, and more to employees.
Additionally, you can enhance your employees' experience by assigning both Name and Preferred Name demographics.
The Name demographic is a mandatory field for all employees. On the other hand, the Preferred Name demographic is optional and allows for a more personalized experience within different parts of the platform. This article is designed to provide clarity on where, within the Performance side of the platform, you will find Preferred Name versus Name displayed.
Name Salutation
Name will appear as the default salutation in the following platform views, irrespective of whether a Preferred Name has been included in a user's profile:
Manager Requested Feedback: Manager view (feedback requested outside of a review cycle)
Preferred Name Salutation
In the following instances, the Preferred Name takes precedence as the default salutation. If a user's profile lacks a Preferred Name value, the platform will automatically revert to displaying the user's Name value:
Goals: Individual, Direct Reports, Team, Department, and Company
Manager Requested Feedback: Admin View of feedback requested outside of a review cycle.
Directory
Note: The 1-on-1 module will show the full Name of the individual user until a 1-on-1 has been scheduled with them. After that initial 1-on-1 has been scheduled, the page will display their Preferred Name going forward. That also applies to 1 on 1s that have been paused or are no longer active.
Platform Views
To visually understand how Name and Preferred Name are displayed in the platform itself, refer to the platform images below.
Name
Self Reflections
Performance Reviews: Manager Review tab
Performance Reviews: Feedback tab
Performance Reviews: Request Feedback tab
Manager Requested Feedback: Manager view
Goals Usage
Calibration View
1-on-1 Conversations (nothing scheduled state)
Preferred Name
Performance Reviews: Feedback Profile
Goals
Goals Reporting
Manager Requested Feedback: Admin View
Directory
1-on-1 Conversations (scheduled state)
Communications
For Performance-based communications, the table below provides information on the default salutation used. In cases where the Preferred Name is the default but no Preferred Name value is specified in a user profile, the User Name value will be displayed instead.
Continuous Feedback:
Communication Topic | Recipient | Name | Preferred Name |
User is invited to provide feedback | Any user |
| ✓ |
User receives feedback | Any user |
| ✓ |
Feedback is commented on | Recipient / Author |
| ✓ |
Recipient shares feedback with another user | Any user |
| ✓ |
Goals
Communication Topic | Recipient | Name | Preferred Name |
Any user | ✓ |
Self Reflections
Communication Topic | Recipient | Name | Preferred Name |
Cycle launch | Any user |
| ✓
|
Reminder to complete (7 day remaining) | Any user |
| ✓
|
Reminder to complete (1 day remaining) | Any user |
| ✓
|
Direct report submits self-reflection | Manager |
| ✓
|
Performance Reviews
Communication Topic | Recipient | Name | Preferred Name |
Participants nominate peers | employees included in cycle |
| ✓ |
Manager select peer reviewers | Managers of employees in cycle |
| ✓ |
Reviewers to complete feedback requested of them | selected reviewers | ✓(feedback recipient Name) | ✓(feedback reviewer Preferred Name) |
Reminder for reviewers to complete feedback requested of them | selected reviewers | ✓(feedback recipient Name) | ✓(feedback reviewer Preferred Name) |
Manager review direct reports | Managers of employees in cycle | ✓(Manager) | |
Reminder for Manager to review direct reports | Managers of employees in cycle |
| ✓(Manager) |
Reviewers have completed feedback requested of them | Managers of employees in cycle | ✓(feedback reviewer Name) | ✓(Manager) |
Review automated requests | Managers of employees in cycle (cycle includes upward feedback and automatic requests) | ✓(Manager) |
|
Manager-Requested Feedback:
Communication Topic | Recipient | Name | Preferred Name |
Invite to provide one or more peer or upward feedback | Any user |
| ✓ |
Feedback has been submitted from one or more requests | Manager |
| ✓ |
Direct report receives feedback shared by author | Any user |
| ✓ |
Reminder to provide outstanding feedback | Any user |
| ✓ |
Calibrations:
Communication Topic | Recipient | Name | Preferred Name |
When a calibration view is shared | Any user |
| ✓
|
See also: