2274066 - How to use Name Format functionality in Employee Central

• What is Name Format functionality?
• How do we enable Name Format?
• How do we use Name Format?

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SAP SuccessFactors Employee Central

In many countries, the convention followed for displaying names or using them in legal documents differ.

Though most countries follow [FIRSTNAME] [LASTNAME], other countries or companies may require to customize and change this naming convention in order to comply with internal requirements or legal obligations for Name Formatting.

Quick Guide: 

Steps to setup and use Name Format functionality:

• You can enable this feature via Admin Center > Manage Employee Central Settings

• Provisioning Opt-in:
  Select "Enable Name Format" in provisioning to opt-in this feature. Also, this feature depends on MDF(Generic object)
  
  

If enabling Name format format for the first time:

1. Go to Admin Center, and in the Search Tool on the top right hand side of the screen, enter "Configure Object Definitions" and search. This will take you to the Configure Object Definitions screen;
2. In the Search field, select Object Definition, and in the adjacent field, select Legal Entity;
3. On the right hand side of the screen, on the Take Action menu, select Make Correction;
4. Create a new association with the details highlighted in the screenshot below, then select Save;

Creating a Name Format:

1. Admin Tools -> Manage Data;
2. Create New -> Name Format;
3. Fill in required fields and click save.
   
   
   
   

Assigning Name Format to Legal Entity:

1. Admin Center -> Manage Data;
2. Select the Legal Entity to which the Name Format should be assigned;
3. Select the Name Format created earlier from the drop-down and save.

Name Format Functionality in Personal Info Portlet:

1. In Admin Center, go to Manage Business Configuration > HRIS Elements > personalInfo;
2. In the HRIS Fields section, add the name-format-code field. Set the visibility of the field to Edit. You can also set the visibility to View. Then, the employees can only view the name format code, but aren't able to change it to another one;
3. In Admin Center, go to Manage Permission Roles. Under User Persmissions > Employee Central Effective Dated Entities, grant users the read and edit permissions to Name Format Code;
4. The Name Format Code field is shown on the Employee Profile. The employees can use the field to specify a name format or change the previously assigned name format.
5. Once you select Name Format, it will change formal-name information.

• If no Name format is assigned to the legal entity then the default formal name is used: ["First Name + Middle Name + Last Name"].
• If individual user wants to override the name format and does not want to use from Legal Entity Name Format, then user can edit the name he wants into "Formal Name" field directly and user input will be honoured.

Name Format during New Hire:

• If the user is hired into a Legal Entity, the Name for the Legal Entity is honoured.

Name Format during Import:

• Name Formatting default will be used since legal entity is not available during personal info import.

There are two types of name formats:

• Custom and Standard, as described in Handbook: Enable Name Format - "If a Name Format is selected in toNameFormatGO, it will automatically be enabled in Name Format for Legal Entity by the migration of the release 1H2021.After the migration the customer can either leave both associations in the system, or delete the customized association toNameFormatGO from the foundation object. If both associations are configured, the Name Format Code will first check the Name Format for Legal Entity to use for display. If this is empty, the customized toNameFormatGO will be displayed."

About Formal Name (ID: formal-name):

• If field value is not correct in Profile, you need to delete current value (leave it blank) and save change again.

• Employee Central Name Formats Handbook
• 2297189 - Name Format: Where in the UI is Name Format Respected?
• 2295729 - Name Format: Changing the Name Format Assigned to Legal Entity will not dynamically update Formal Name for Employees
• 2317335 - Name Format support in Employee Profile and User Directory - Employee Profile
• 2317347 - How to enable Name format for People profile and Directory Search

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