Legal name change configuration
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
Navigate to All > Workday Advanced Use Cases > Legal Name Change > Document Categories.
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
- Navigate to Workday Advanced Use Cases > Legal Name Change > Configuration.
- On the Legal Name Change Configurations form, click New.
- 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.
- Click Submit.