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Data Fields
HR First Name
Source: Automatically set by system processes such as User Import feeds and Mass User Upload feeds.
Use: Displays on digital acknowledgments unless configured otherwise.
Display First Name
Source: Initially set to match the HR First Name but customizable within the LMS.
Use: Appears across the system, except for digital acknowledgments. Can be configured to replace the HR First Name on digital acknowledgments.
System Settings
Display First Name update requests
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These settings can only be modified by your support specialist. |
Enabling requests allows all users to submit requests to update their Display First Name. Depending on the radio button selection, these requests will either need to be approved by an Enterprise Administrator or can be automatically approved.
Request Summary Emails
When enabled, reminder digest emails are automatically sent to the desired recipient(s):
When a new request is received (within 24 hours)
Based on the
Reminder Frequencyinterval (in relation to the last automatic email sent) if no recent requests have been sent but open requests exist
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User Administration
Adding Users
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Add New User (manual wizard)
Typing into the HR First Name field automatically populates the same characters in the Display First Name field.
The Display First Name field can then be left as is or edited to a custom name.
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Updating Users
Automatic processes (User Import feeds, Mass User Upload feeds)
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User Administration - Edit User - Information tab
HR First Name will only be visible/editable to EAs
Display Name Requests
If enabled via System Settings, end-users can request updates to their Display First Name and which name appears on digital acknowledgments.
Create Display Name Requests (end users)
To submit a new Display Name request, users can go to their Profile and click I go by a different name
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Here the user can request 1 or both of the following options:
An updated Display First Name
Use of their updated Display First Name on HR sign-offs
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Review Display Name Requests (EAs)
When Display Name requests are enabled and require EA approval, a link to the open requests will appear in the My Tasks widget on the EA dashboard.
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Select the Options menu next to an open request and click View request.
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Reports
User Report
