SAP Knowledge Base Article - Public

2834005 - Formal Name does not update after enabling Name Format

Symptom

  • Name Format is enabled and configured by the Formal Name value is not refreshed or updated;
  • The old name still appears when searching in People Search after enabling Name Format;
  • Newly hired employees' formal name is not being automatically updated;
  • Future hires do not respect the Name Format.

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Environment

SAP SuccessFactors Employee Central

Reproducing the Issue

  1. Set a value for formal-name to a Test Employee upon hiring or to any existing test employee;
  2. Change employee's last name;
  3. Configure Name Format as the instructions in KBA 2274066 - How to use Name Format functionality in Employee Central (include "Last Name" in the Name Format configuration and make sure to assign it to the test employee's Legal Entity);
  4. Search for the test employee in People Search and notice that the Last Name is not updated in the People Search Results.

Cause

There are several reasons that could cause the formal-name field to not reflect the correct Name Format Configuration. The most common reasons are as follows:

  • The formal-name value is updated before the Name Format is applied;
  • If the formal-name is directly updated through the UI resulting to this field not being updated based on the Name Format;
  • There is a rule set to update formal name or relevant fields which impacts normal Name Format function;
  • The "is-overridden" field in employee's Personal Information is set to "1" which causes Formal Name field not to be updated (New hires field value defaulting is being planned to be fixed by Engineering Team in 1H 2023 /b2305 release);
  • For future hires, the name format will only be respected after their hire date. That is because Name Format is tied to employees' Legal Entities. As a new hire, user does not have an effective dated record in Employment Details until the hire date and therefore Name Format will not work until then. This is expected behavior.

Resolution

Here are some of the options available to correct the formal-name value:

OPTION 1:

  1. Go to the Personal Information of an affected employee.
  2. Make a dummy change in the Preferred Name or Last Name and save the changes.
  3. Revert the changes back and the formal-name should refresh to reflect the updated name.

OPTION 2:

  1. Go to Manage Permission Roles > Employee Central Effective Dated Entities > Formal Name.
  2. Grant Edit, Correct, Delete access.
  3. Go to the Personal Information of an affected employee.
  4. Clear the value of formal-name and save.
  5. Upon saving, the formal-name value will be re-generated by the system.

OPTION 3:

Re-import Personal Information for the affected employee(s) by following the sample template:

Once formal-name is reset to empty in the import, below action will happen during name format calculation:

  • reset is-overridden to 0
  • calculate a new formal name based on the available name format

Please note:

  • "formal-name" field should be left blank.
  • For the "is-overridden" field in new hire's Personal Information is set to "1" issue the code fix is being planned to be fixed by Engineering Team in 1H 2023 /b2305 release.

See Also

Keywords

ECT-123149,ECT-123150, name format, formal-name, formal name not updated, old name shows in search, people search, new hires, issue, new employee, newly added, recently added. , KBA , formal name , is-overridden , customize name format , LOD-SF-EC-PER-PRS , Personal Info - Config, Rules, RBP, UI , LOD-SF-EC , Employee Central , Problem

Product

SAP SuccessFactors Employee Central all versions ; SAP SuccessFactors HXM Suite all versions