- In many countries the convention followed in displaying names or using them in legal documents is different.
- Most countries follow the simple naming, where the first name follows the last name.
- This solution looks at the non-obvious name formats and cases where typical convention is not followed .
- In order for companies to meet these internal requirements, as well as the legal obligations, Name Format functionality can be used.
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SAP SuccessFactors Employee Central
- Follow these steps to configure Name Formats in your instance.
- If not already enabled by Customer Success, create a new Customer Success case to request this feature be enabled before continuing with this guide.
- It is recommended you try this in a Test environment first, before adding the formats to Production, once the feature has been enabled.
- Log into the instance and navigate to Admin Tools > Manage Data, and create a new “Name Format” object:
- Next add a Name Format Code and Name Format Description. These can be whatever you want, but best to try and keep it obvious so it can be easily assigned to a Legal Entity later
- Then select the Name Element drop down, and add the Name Elements to associate with the name format:
- Set the Name Format order by selecting in a downward order, which parts of the name to display in the defined order. In the examples below the displayed order would be First Name > Last Name > Second Last Name:
- Now that the Name Format is created, it is neccessary to associate it with a Legal Entity. Go to Admin Tools > Manage Data, and modify the Legal Entity that is to be associated with this Name Format. In the example below, the object has been associated with a Legal Entity held in USA. Notice a new field at the bottom of the object Name Format:
- Select the NameFormat object that was created (in the example, “First Name, Last Name, Second Last Name”). The drop down menu, will list the objects by the Name Format Description field of the object.
- Now that the Object has been added, provide permissions to the following fields via RBP (if not already permissioned):
- The next step is to send an employee to USA, or test using an Employee already assigned to the concerning Legal Entity.
- While editing the data in the Personal Information portlet, the employee or the HR Admin who maintains employee data can just leave the Formal Name field blank. If the legal entity has a Name Format assigned, the field will be populated on save.
- The employee or the maintainer of the employee data also has the ability to self-maintain this Formal Name field as free text.
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