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Getting Started with Workday
Faculty & staff: Update your personal information in Workday (including legal and chosen name)
Faculty & staff: Update your personal information in Workday (including legal and chosen name)
Tags
chosen-name
workday
legal-name
preferred-name
name-change
personal-information
This help article is intended for faculty and staff only.
Students should continue using my.mtholyoke to update their personal information, including chosen names. Student workers will temporarily
manage their pronouns in both my.mtholyoke and Workday
.
Steps
Change your chosen or legal name
After logging into Workday, click the
worker icon
at the top right corner, then click on the
View Profile
button
On the left side of the screen, you will see a blue Worker Profile sidebar. Click the
Personal
button in that sidebar. You may need to click on "More" to reveal this option.
On the next screen, you will see several tabs across the top of the screen. This section opens to the "Personal Information" tab by default. Click the
Names
tab to open the names screen.
Several frames are present on this screen: Legal Name, Preferred Name, and Name Change History. Click the
Edit
button in a field to make changes.
Note: The Workday system does not use language consistent with Mount Holyoke's
Chosen Name Policy
. Workday uses the term “preferred name” to refer to what Mount Holyoke regards as an individual’s chosen name. We have expressed our concerns to the external Workday development team and will continue to advocate that they allow organizations to edit the display name of this system field.
For changes to chosen names:
A dialogue box will appear. You may need to un-check the blue box labeled "Use Legal Name as Preferred Name" to make fields editable. Complete the fields to reflect your changes. Click
Submit
. Your name change will be updated in Workday immediately.
For changes to legal names:
A dialogue box will appear. Enter the effective date and updated your name information in the appropriate fields. Be sure to attach supporting documentation, which is required to process the name change. Click
Submit
. Your name change will be updated in Workday when the approval process is complete.
Update personal information
After logging into Workday, click the
worker icon
at the top right corner, then click on the
View Profile
button
Your Worker Profile contains your personal and contact information as well as information about your position. If you are a manager, you will also see links to view information about your team.
On the left side of the screen, you will see a sidebar with many labeled buttons. To update your Personal Info, click the
Personal
button. You may need to click on "More" to reveal this option.
On the next screen, you will see several tabs across the top of the screen. This section opens to the
Personal Information
tab by default. The Personal section contains your personal details, including your date of birth, national ID (e.g., Social Security Number), ethnicity, and citizenship information.
To make changes to this information, click the
Edit
button
On the Edit screen, use the pencil icon (🖉) in each section to make changes to your data. Click the checkmark icon (✔) after each edit. When you are finished, click
Submit
.
Note: Some personal data, such as citizenship status, may require you to present supporting documentation to Human Resources within 3 business days, in order to complete the change. Once the information submission goes through the required approvals, the updated information will be added to your profile
Update and share your pronouns
Review this knowledge article for instructions on how to
update your pronouns in Workday
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Instructions for updating your chosen name and nickname.
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Check out this article I found in the AskLITS portal knowledge base.<br /><br /><a href="https://asklits.mtholyoke.edu/TDClient/50/Portal/KB/ArticleDet?ID=5017">https://asklits.mtholyoke.edu/TDClient/50/Portal/KB/ArticleDet?ID=5017</a><br /><br />Faculty & staff: Update your personal information in Workday (including legal and chosen name)<br /><br />Intended for faculty and staff only: Instructions for how to update your personal information and chosen or legal names in Workday