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How to Change My Preferred Name in Workday

Modified on: Tue, Aug 16 2022 1:42 PM

This article will walk a user through the process of changing their Preferred name in Workday. 



Step 1: Select your profile image on the Workday homepage, then select View Profile.


A screenshot of the Workday user interface. The user profile image is highlighted to indicate users should click their profile image and click view profile for additional settings.



Step 2: Select Actions, then open the Personal Data menu and select Change My Preferred Name.


A screenshot of the Workday user interface for the fake student, Attila the Duck. The screenshot highlights the steps the user would take to change their preferred name. The user is directed to select the actions button, then personal data option and change my preferred name option.




Step 3: Unselect the check box for Use Legal Name As Preferred Name.


A screenshot of the change my preferred name interface. Fields include use legal name as preferred name, country, prefix, first name, middle name, last name and suffix. There is also a comment box beneath the fields. The first name and last name fields are prefilled with the user's legal name or last submitted preferred name. The user must select the blue check box with a white check mark inside next to the use legal name as preferred name to change the information shown to their preferred name.




Step 4: Enter your preferred name information, then select Submit.


A screenshot of the edit my preferred name interface. Fields shown as use legal name as preferred name, country, prefix, first name, middle name, last name and suffix. There is a comment box beneath the fields. The country, first name and last name fields are required fields. The user enters their preferred name information and selects the blue submit button at the bottom of the page. The user also has the option to select the gray save for later button or the gray cancel button.




Step 5: Review Details and Process for more information on completed actions and next steps, then select Done.


A screenshot showing that the details submitted for the preferred name change task. The page includes information on up next (next steps), do another (change my preferred name) and details and process. The user selects the blue done button at the bottom of the page to complete the task.


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