Legal Name Format Customisation

To help better meet your payroll administrative needs, we’ve recently added a feature that gives you the freedom to customise the way that each employee’s names are displayed. This means that you can now ensure that each employee’s name aligns with their name on their identity card.

You can choose between the following formatting options:

  • First name Last name
  • Last name First name
  • Single name

The option you choose will directly link to the way the name is shown on all payslips and IR8A’s for that employee. Please note that if you use GIRO export files, you must use the “Single name” formatting option. In addition, where culture conventions make it difficult to distinguish between first and last names, instead of entering a “.”, “*” or any other placeholder in the Last Name field, the “Single Name” legal name format should be selected.

Please note that this feature needs to be selected for each individual employee. You can change the name display individually or in bulk.

To do this individually:

  • Go to an employee’s profile and select Edit Info > Basic Info.
  • Select the Legal name format option from the drop-drown menu.
  • Should you select the Single name field, only one name field will be available.
  • Once you are happy with the information on the Basic Info screen, click Save.

To update this information in bulk:

  • Go to Employees > Bulk Actions > Essentials
  • Select the Legal name format option from the drop-drown menu.
  • Should you select the Single name field, only one name field will be available.
  • Once you are happy with the information on the Basic Info screen, click Save.

For more information on the Basic Info for employees, head to this help page. If you have any further queries, do not hesitate to reach out to our support team.

Team SimplePay