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PeopleSoft HCM PUM 49 | Introducing the Preferred Names Functionality

Discover the new Preferred Names functionality in PeopleSoft HCM PUM 49. This update enhances user experience by allowing employees to provide preferred names alongside legal names, streamlining identity management and improving personalization across the platform.

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PeopleSoft HCM PUM 49 | Introducing the Preferred Names Functionality
September 11, 2024

PeopleSoft HCM PUM 49 | Introducing the Preferred Names Functionality

 

Preferred Names in PeopleSoft HCM PUM 49: Release Information

The latest HCM Image 49 introduces several enhancements, including the addition of Preferred Names, Onboarding Insights, and the implementation of PeopleTools 8.61. Let’s explore some of the exciting new features available in HCM Image 49.

 

Introduction to Preferred Names

  • With Image 49, employees have the ability to enter both their legal names for official purposes and their preferred first, middle, and last names. These preferred names will be displayed on most PeopleSoft pages and reports.
Fig1 Legal Name

Fig 1: Legal Name

 

Fig2 preferred first, middle, and last names

Fig 2: Preferred First, Middle, and Last Names

 

  • In addition to entering their legal name, employees can customize their display names.
  • Administrators will use the name format types table to configure the fields for both the official and display names.
Fig3 Name Format Types

Fig 3: Name Format Types

 

  • By default, both the formal and display name sections will share the same fields.
Fig4 Name Format Types

Fig 4: Name Format Types

 

  • However, administrators have the option to select which fields to include and how to format each name type.
Fig5 Name Format Types

Fig 5: Name Format Types

 

  • The formal and display name group functionality can also be utilized. When this feature is activated, it allows administrators to create distinct fields specifically for formal names and preferred names.
  • PeopleSoft HCM provides a range of new preferred name fields. If your organization uses alternative terminology, such as “chosen” or “lived” names, you can easily adjust the label descriptions to fit your needs.
Fig6 Name Format Types (formal and display name group functionality)

Fig 6: Name Format Types (formal and display name group functionality)

 

  • Employees can efficiently manage their formal and preferred names using the personal details section within the self-service portal through these configurations.
Fig7 Formal and Preferred names (personal details in self-service)

Fig 7: Formal and Preferred names (personal details in self-service)

 

Benefits of Preferred Names

Implementing Preferred Names comes with several advantages. To reduce the impact on customers, existing name fields have been adapted to store preferred name information, while new fields have been established for legal names.

When the “Display Preferred Name” checkbox is selected on the Installation Options page, it initiates a process that updates the personal data record. This approach minimizes technical disruptions, ensuring that most views and pages remain unaffected.

 

Bottom Line:

The introduction of Preferred Names in PeopleSoft HCM PUM 49 represents a significant step towards enhancing user personalization and identity management within the platform. By allowing employees to provide and display their preferred names alongside their legal names, organizations can foster a more inclusive and adaptable work environment. This feature not only streamlines name management but also ensures a smoother user experience with minimal disruption. For end-to-end Oracle PeopleSoft services and expert support in implementing these enhancements, connect with us today.

 

Author: Manisha Devi Ramachandran, PeopleSoft Associate Consultant.

Oracle PeopleSoft Service

Connect with us for PeopleSoft End-to-End Implementation, Enhancement, Updates, and Support.

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