Add preferred names to Mesh

Do you go by a different name than your legal one? Or perhaps your colleagues know you by a nickname or shortened version of your name? At Mesh, we understand the significance of being recognized by the name you prefer. That's why we have introduced the option to add preferred names for all employees. In this knowledge hub article, we will guide you through the process of adding preferred names in Mesh, ensuring a more inclusive and personalized experience for everyone.

Before you add preferred names to Mesh, you need to enable the feature. Make sure you have that done before moving forward. 

Through HRIS integration

If your HRIS platform already supports a display name or preferred name field, you can import it directly into Mesh using our seamless HRIS integration. By syncing your HRIS platform with Mesh, your preferred name will automatically be updated.

⚠️ It's important to note that if your first name and preferred name are the same in the HRIS, the preferred name field will be left empty on Mesh.

While adding new employees

When adding new colleagues onto the platform admins can set their preferred names as well. They can do this by individually adding an employee or by bulk uploading a list of employees. 

Adding individual details

Step 1: Access the settings page by clicking on your profile icon located in the

top right corner of the screen.

Step 2: Under Platform Settings, find "Employee Details" and click on it. 

Step 3: Click on the "Add Employee" button on the top right corner. 

Step 4: In the form that appears fill in the necessary details including preferred name for the employee and click on "Add" to save.

Bulk uploading multiple employee details

Step 1: Access the settings page by clicking on your profile icon located in the

top right corner of the screen.

Step 2: Under Platform Settings, find "Employee Details" and click on it. 

Step 3: Click on the "Bulk Upload" button on the top right corner. 

Step 4: Prepare a CSV file in the given format to upload. Make sure that the preferred name field is added in the CSV and is duly filled.

Step 5: Upload the CSV on Mesh from the bulk upload feature. All valid entries for employees should now be added to the platform.

That's it! The preferred name for the selected employee is now updated and will be used across all modules on the Mesh platform. By incorporating preferred names, we create a more inclusive and respectful work environment where individuals feel acknowledged and valued.