Change Employee’s Legal Name

Overview

This tip sheet provides guidance on changing an employee’s legal name in PeopleSync. This change updates the employee’s legal name as it appears in the NYU directory, as well as on legal items such as payslips and tax information.

Prior to initiating the process in PeopleSync, the employee requiring a legal name change needs to provide supporting documentation for the change such as a marriage certificate.

Roles & Approval Chain

This transaction can be submitted by HR Analysts, HR Partners and PeopleLink. It does not route for approval.

Steps

1. Navigate to the employee record.
2. Click the Actions ellipse > Personal Data > Maintain Names.
3. The Maintain Names for Worker page displays. Click Edit under Legal Name.
4. Using the necessary documentation supplied by the employee, make changes to the employee’s legal name.
   • The fields marked with a red asterisk are required in PeopleSync and can be completed free-form. Be sure to capitalize this information.
5. Click Submit.
6. The initiator will receive a To-Do task to submit supporting documentation to records. Once supporting documentation for the legal name change is submitted, the initiator must submit the To Do in order to remove the task from their queue and complete the process.

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Last updated in May 2014.