This page contains more technical information around HR First Names and Display First Names.
For a basic overview of how HR First Name and Display First Name work, see First Names.
System Settings
See System Settings - Interface
Display First Name update requests
Administrators can configure the system to allow users to request changes to their Display First Name. Depending on the settings, these requests may:
Require approval by an Enterprise Administrator (EA).
Be automatically approved without manual oversight.
When approval is required, only EAs have the ability to modify Display First Names. This ensures consistent governance with request approvals. To update these settings, contact your support specialist.
Request Summary Emails
To stay informed, administrators can opt to receive daily email summaries of new requests. For ongoing accountability, reminders about unresolved requests can be scheduled at intervals you define. This feature keeps the process transparent and manageable, even during periods of low activity.
User Administration
Adding Users
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)
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.
Updating Users
Automatic processes (User Import feeds, Mass User Upload feeds)
See Mass User Upload
When a user’s First Name from a User Import Feed or Mass User Upload is different from their current HR First Name:
HR First Name: Always updated to the new value.
Display First Name:
If it hasn’t been customized, it updates automatically.
If it has been customized, it stays as-is.
If any users in your system have a custom Display First Name, Mass User Upload files must always include their HR First Names when updating First Names.
User Administration - Edit User - Information tab
HR First Name will only be visible/editable to EAs.
When First Name Requests are ON and require EA approval, only EAs can modify Display First Names.
A non-EA admin with access to User Administration can only modify a user’s Display First Name if First Name Requests do not require EA approval and the student does not currently have an open request from a time when requests required EA approval.
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
Tokens are available to map the appropriate fields in both Dynamic Documents and External Data Connections.
Full Name tokens will display the appropriate First Name + Last Name.
Sign-off Name tokens will pull the appropriate name used for sign-offs based on the individual user’s setting in User Administration.
Digital Signature tokens will pull the appropriate name just like Sign-off Name tokens but will display as:
Digitally Acknowledged by [Sign-off First Name] [Last Name] on [Date] [Time].
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