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PEOPLESOFT 8.9
Name View/Request
Change
Business Process Guide
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.
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
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
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.
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.
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.
Name View/Request Change
Page 6
Step Action
6.
Click the desired date.
Choose 31
Name View/Request Change
Page 7
Step Action
7.
Click the Edit Name link.
8.
Highlight Selfless.
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.
Name View/Request Change
Page 9
Step Action
12.
Click the Submit button.
Name View/Request Change
Page 10
Step Action
13.
Click the OK button.
14.
Click the Return to Personal Information link.
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.