Legal name change configuration

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Complete the legal name change configuration to allow employees to change their legal name through virtual agent conversation in Employee Center.

    Antes de Iniciar

    Role required: sn_hr_workday.admin

    Procedimento

    1. Navigate to All > Workday Advanced Use Cases > Legal Name Change > Document Categories.
    2. To pull the legal name change document categories from Workday into a ServiceNow application, click Get Reference IDs.
      A data source with a predefined script imports document categories into the Workday Reference ID List Staging [sn_hr_workday_adv_reference_id_list_staging] table and from staging table into the Workday Reference ID List [sn_hr_workday_adv_reference_id_list] table.

    O que Fazer Depois

    1. Navigate to Workday Advanced Use Cases > Legal Name Change > Configuration.
    2. On the Legal Name Change Configurations form, click New.
    3. To allow an employee to upload the name change document in Virtual Agent conversation in Employee Center, click the Enable document upload option and select a relevant document category.
    4. Click Submit.