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PEOPLESOFT 8.9 Name View/Request Change Business Process Guide

Name View/Request Change - Howard University View Request Change.pdfName View/Request Change Page 3 Output Results Output – Results Comments None Procedure This process describes

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Page 1: Name View/Request Change - Howard University View Request Change.pdfName View/Request Change Page 3 Output Results Output – Results Comments None Procedure This process describes

PEOPLESOFT 8.9

Name View/Request

Change

Business Process Guide

Page 2: Name View/Request Change - Howard University View Request Change.pdfName View/Request Change Page 3 Output Results Output – Results Comments None Procedure This process describes

Page ii

© 2007 PeopleSoft, Inc., CedarCrestone, Inc. and Howard University

All rights reserved. Published 2007

Restricted Rights

Printed in the United States of America.

The information contained in this document is proprietary and confidential to PeopleSoft, Inc.,

CedarCrestone, Inc. and Howard University.

No part of this document may be reproduced or transmitted in any form or by any means,

electronic or mechanical, including photocopying and recording, for any purpose without the

express written permission of PeopleSoft, Inc., CedarCrestone, Inc. and Howard University.

This Guide is subject to change without notice, and PeopleSoft does not warrant that the material

contained in this Guide is error-free. If you find any problems with this Guide, please report them

to the HU LEADS Training Team.

PeopleSoft, the PeopleSoft logo, PeopleTools, PS/nVision, PeopleCode, PeopleBooks, and Red

Pepper are registered trademarks, and PeopleTalk and “We work in your world.” are trademarks

of PeopleSoft, Inc. All other company and product names may be trademarks of their respective

owners. Copyright © 2007 PeopleSoft, Inc., CedarCrestone, Inc. and Howard University. All

rights reserved.

Page 3: Name View/Request Change - Howard University View Request Change.pdfName View/Request Change Page 3 Output Results Output – Results Comments None Procedure This process describes

Name View/Request Change

Page 1

Table of Contents

Name View/Request Change ......................................................................................2

Introduction ...................................................................................................................2

Assumptions...................................................................................................................2

Required Fields ...............................................................................................................2

Output Results................................................................................................................3

Procedure.......................................................................................................................3

Page 4: Name View/Request Change - Howard University View Request Change.pdfName View/Request Change Page 3 Output Results Output – Results Comments None Procedure This process describes

Name View/Request Change

Page 2

Department

All Departments

Responsibility/Role

All Employees

File Name Name View/Request Change

Version 0

Document Generation Date 10/23/2007

Date Modified 10/29/2007

Last Changed by SMcFarland

Status Approved - Final

Navigation Path

Home > Self Service > Personal Information > Personal

Information Summary > Change Name

Name View/Request Change

Introduction

Employees may view and change their names in the PeopleSoft database. The

system displays the employee’s current information as recorded in the

PeopleSoft Human Resources database. If a request has been submitted, but

has not been approved or has been approved but has not taken effect yet, the

name change will not appear until the effective date. The effective date can be

before or after the current date.

The request to change name is subject to approval after you have submitted the

request. An email will be sent to you acknowledging receipt of your request and

advising you when the request has been approved.

Assumptions

Employee has legal documentation to support the name change.

Employee has submitted documentation to the Department of

Employment.

Required Fields

Required Field(s) Comments

None

Page 5: Name View/Request Change - Howard University View Request Change.pdfName View/Request Change Page 3 Output Results Output – Results Comments None Procedure This process describes

Name View/Request Change

Page 3

Output Results

Output – Results Comments

None

Procedure

This process describes how to view and/or change your legal name in

PeopleSoft. You must provide proof of Name Changes to:

Howard University Office of Human Resource Management

Department of Employment

400 Bryant Street , N.W.

Washington DC 20059

Phone Number: (202) 806-7714

Step Action

1.

Begin by navigating to your personal information page.

Click the Self Service link from the Menu.

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Name View/Request Change

Page 4

Step Action

2.

The Self Service menu displays.

Click the Personal Information link.

3.

The Personal Information menu displays.

Click the Personal Information Summary link.

Page 7: Name View/Request Change - Howard University View Request Change.pdfName View/Request Change Page 3 Output Results Output – Results Comments None Procedure This process describes

Name View/Request Change

Page 5

Step Action

4.

The Personal Information page displays.

Click the Change name button.

5.

Verify the Date is correct; or to change the date, click the Choose a Date button.

Page 8: Name View/Request Change - Howard University View Request Change.pdfName View/Request Change Page 3 Output Results Output – Results Comments None Procedure This process describes

Name View/Request Change

Page 6

Step Action

6.

Click the desired date.

Choose 31

Page 9: Name View/Request Change - Howard University View Request Change.pdfName View/Request Change Page 3 Output Results Output – Results Comments None Procedure This process describes

Name View/Request Change

Page 7

Step Action

7.

Click the Edit Name link.

8.

Highlight Selfless.

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Name View/Request Change

Page 8

Step Action

9.

Enter the desired information into the First Name field. Enter "Employee".

10.

Notice the name has not changed.

Click the Refresh Name button.

11.

Click the OK button.

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Name View/Request Change

Page 9

Step Action

12.

Click the Submit button.

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Name View/Request Change

Page 10

Step Action

13.

Click the OK button.

14.

Click the Return to Personal Information link.

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Name View/Request Change

Page 11

Step Action

15.

The request to change name is subject to approval after you have submitted the request. An

email will be sent to you acknowledging receipt of your request.

An email will be sent to you acknowledging receipt of your request:

Your request was successfully submitted. This request requires administrator action to be

saved to the database.

Transaction Name: Name Change

Employee Name: Employee Service

Emplid: 000233304

Click the Home link to return to the Home page.

16.

Congratulations! You have completed the view and/or change name process.

End of Procedure.