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• 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 HR First Name on digital acknowledgments.

System Settings

See System Settings - Interface

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Display First Name update requests

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Automatic processes (User Import feeds, Mass User Upload)

See Mass User Upload

When a user is created through a User Import Feed or Mass User Upload, the First Name from the feed is applied to both the HR First Name and Display First Name fields.

Add New User (manual wizard)

See Adding a New User

Typing into the HR First Name field automatically populates the same characters in the Display First Name field.

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Automatic processes (User Import feeds, Mass User Upload feeds)

See Mass User Upload

When an existing user’s First Name in a User Import Feed or Mass User Upload differs from their current HR First Name in the system (an updated value is received):

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Approve the appropriate pieces of the request then click Update.

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Tokens

See Uploading and Mapping a Dynamic Document

Tokens are available to map the appropriate fields in both Dynamic Documents and External Data Connections.

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Digitally Acknowledged by [Sign-off First Name] [Last Name] on [Date] [Time].

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Reports

User Report

See User Report

The User Report will display users' Display First Names by default. EAs will have the ability to enable Include HR First Name when running the User Report to output users' HR First Names as well the name they use on HR sign-offs.

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