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 Display First Names and HR First Names.
System Settings
See System Settings - Interface
Display First Name update requests
As an administrator, you can empower your users to request updates to their ‘Display First Name’ while maintaining appropriate oversight. Once First Name Update requests are enabled, you have various options:
Whether or not you would also like to allow users to submit requests to use their ‘Display First Name’ on HR Sign-offs (digital acknowledgments)
Approval options:
Require Enterprise Administrator (EA) approval for all name changes
Allow automatic approval of requests
This flexibility lets you balance user autonomy with your organization's naming policies. When you enable EA approval, only Enterprise Administrators can modify ‘Display First Names’ in User Administration, ensuring proper governance of name changes.
To update these settings, contact your support specialist.
Request Summary Emails
To help you manage name change requests efficiently, you can configure:
Daily summaries of new requests
Customizable reminder intervals for pending requests
This helps ensure no requests slip through the cracks while avoiding notification fatigue.
User Administration
Adding Users
Whether you're adding users through automated feeds or manually, the system helps maintain consistency.
Automatic processes (User Import feeds, Mass User Upload)
See Mass User Upload
The imported first name becomes both the ‘HR First Name’ and ‘Display First Name’
This creates a clean starting point for any future customization
Add New User (manual wizard)
The ‘HR First Name’ automatically populates the ‘Display First Name’ field
Administrators can customize the ‘Display First Name’ during creation if needed
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 user 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].
