Change Employee’s Preferred Name

Overview

This tip sheet provides guidance on using the Maintain Names transaction to change an employee’s preferred name.

Note as part of self-service an employee can also submit a name change. Self-service tip sheets for employees are available here.

Changing the preferred name in PeopleSync will update the preferred name in the NYU Directory, but other NYU systems will not reflect this change (including iLearn). Your preferred name will not be used on legal documents such as tax forms.

Roles 

Both the HR Analyst and HR Partner can submit this transaction. It does not require approval and posts in the employee record after submission.

Steps

  1. Navigate to the employee record.
  2. Actions ellipse > Personal Data > Maintain Names.
  3. The Maintain Names for Worker page displays. Click Edit under Preferred Name.
    • The system default is to use the employee’s legal name as the preferred name.
  4. Uncheck the box next to Use Legal Name As Preferred Name. This now allows you to make changes.
    • The fields marked with a red asterisk are required in PeopleSync and can be completed free-form.
    • Be sure to capitalize first and last name.
  5. Click Submit.

Last updated in August 2020