Change Legal and Preferred Names

This article explains how you change your legal name or preferred name in Workday so your information appears correctly on official records and university systems. This applies to employees who need to update name information in Workday.

Quick Reference Guide

Objective or Task

Update your legal name or preferred name in Workday.

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Instructions

Change Your Legal Name

1. Scan your government‑issued document showing your updated legal name.
2. Open Workday.
3. Enter Change My Legal Name in the search bar.
4. Select the Change My Legal Name task.
5. Enter the Effective Date.
6. Confirm the Country.
7. Enter your legal name exactly as it appears on the government‑issued document.
8. Attach the scanned document in the Attachments section.
9. Select Personal Information for the attachment category.
10. Select Submit to route the request for approval.
11. Open your Workday Inbox to review the generated To Do.
12. Select Submit on the To Do to complete the process.

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Change Your Preferred Name

If you have a pending legal name change, you must wait for approval before changing your preferred name.

1. Open Workday.
2. Enter Change My Preferred Name in the search bar.
3. Select the Change My Preferred Name task.
4. Clear the checkbox if your preferred name is different from your legal name.
5. Update the first and last name fields with your preferred name.
6. Leave middle name fields unchanged.
7. Select Submit.
8. Open your Workday Inbox to review the generated To Do.
9. Select Submit on the To Do to complete the process.

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Outcome

Your legal or preferred name is updated in Workday and reflected in university systems according to approval and processing rules.