Legal name change configuration

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

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

    Before you begin

    Role required: sn_hr_workday.admin

    Procedure

    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.

    What to do next

    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.