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Cognition version 9.4.3 introduces greater flexibility, allowing with the ability to allow users to request a chosen first name to be displayed across the system while retaining their HR system name for administrative purposes, such as digital acknowledgments. Contact your support specialist to learn more or enable first name requests. You'll notice updates to First Name management, including changes in User Administration and User Imports. |
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Name Fields
Users can have 2 separate First Names in the system. This provides flexibility for users who may wish to have a different name displayed in different contexts, ensuring their experience aligns with their preferences.
HR First Name
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This is automatically set by system processes
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, like User Import feeds and Mass User
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Uploads. It’s the name that shows up on digital acknowledgments unless
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you’ve set it differently for a specific user.
Display First Name
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This starts out matching the HR First Name but
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can be personalized within the LMS.
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It’s the name you’ll see throughout the system and you can also set it to show on digital acknowledgments instead of the HR First Name on
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a user by user basis.
System Settings
See System Settings - Interface
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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 You can set this up so that all users can submit requests to update their Display First Name. Depending Based on the radio button your selection, these requests will either need to be approved by can either require approval from an Enterprise Administrator or can be automatically approved. Contact your support specialist to make changes to these settings.
Request Summary Emails
When enabled, reminder digest emails are automatically sent to the desired recipient(s):
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When a new request is received (within 24 hours)
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You can choose to receive a daily email notifying you of new requests if any have been submitted within the past 24 hours. Additionally, you can set how often you'd like to receive reminder emails about open requests, even if no new ones have come in recently.
User Administration
Adding Users
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Automatic processes (User Import feeds, Mass User Upload feeds)
See Mass User Upload
When an existing a user’s First Name in from a User Import Feed or Mass User Upload differs is different from their current HR First Name in the system (an updated value is received):
HR First Name: Always updated to the new value.
Display First Name:
If the user is not using a custom
Display First Name, it is also updated. If the user has If it hasn’t been customized, it updates automatically.
If it has been customized, it stays as-is.
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If any users in your system have a custom Display First Name |
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, Mass User |
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Upload files must always include their HR First Names when |
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updating |
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First Names. |
User Administration - Edit User - Information tab
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Display Name Requests
If enabled via in System Settings, end-your users can request updates to their Display First Name and which name appears on digital acknowledgments.
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An updated Display First Name
Use of their updated Display First Name on HR sign-offs (such as digital acknowledgements in Compliance modules)
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Review Display Name Requests (EAs)
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Note that the number shown here is only reflective of the number of open requests from active users.
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Select the Options menu next to an open request and click View request.
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Approve the appropriate pieces of the request then click Update.
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If approved, the changes in the request will be immediately applied to the user.
Reports
All reports will only display users' Display First Names besides the User Report in certain conditions.
User Report
See User Report
The User Report will display users' Display First Names by default. EAs 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.
Dynamic Documents and Name Fields
See Uploading and Mapping a Dynamic Document
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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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