Employee Chosen Name Changes
September 4, 2024In compliance with University Policy 1143-Chosen Name and Pronouns Policy, the BIS team has been working with the HR Technology Services (HRTS) team to transition MicroStrategy Human Resources reporting to display employees’ chosen names. To accomplish this, the BIS team has made changes in the Patriot Reporting project to employee name attributes and reports under the Shared Reports > Human Resources folder.
Most Employee Name attributes will now display the chosen name if provided, or the legal name if no chosen name is provided. These changes may impact reports outside the Human Resources folder: in your My Reports folder, Department Reports folders, or the Research folder.
Please note that the BIS team will deploy these changes on Tuesday, 10 September.
Please review the attributes and attribute forms on any reports for which you are responsible and update them as needed to meet your reporting needs. Please refer to the charts below to choose the most appropriate attribute and attribute form. For instructions on selecting alternate attribute forms, please refer to our Knowledge Base article Manipulating Attribute Forms in MicroStrategy Reports.
To satisfy a variety of reporting requirements, the BIS team has created several options for reporting employee names. All Human Resources reports have been changed to include all employee name attributes in the report objects and/or dataset. This means if the name attributes on the grid do not suit your requirements, you can drag on a different name attribute. You may find it is easier to understand and manipulate names if you use the separate component attributes. For example, if you want legal name on your report, find the attribute Emp Name First – Legal in the report objects or dataset and drag it on to the grid.
If you need to customize a report for your needs, we recommend using a personal view by following these instructions: Knowledge Base article on Personal Views.
If you need assistance with updating employee names on your reports, please create a support ticket for the BIS team.
Employee Name Attribute Examples
| Attribute Name | Emp Name Full | Emp Name First Last | Emp Name Last, First | Emp Name First | Emp Name First – Chosen | Emp Name First – Legal | Emp Name Last | Emp Name Middle | Emp Name Prefix | Emp Name Suffix |
| Example 1: Chosen Name Provided | Dr. Jim Thomas Smith Sr. | Jim Smith | Smith, Jim | Jim | Jim | James | Smith | Thomas | Dr. | Sr. |
| Example 2: No Chosen Name | Susan Ann Ford | Susan Ford | Ford, Susan | Susan | — | Susan | Ford | Ann |
Employee Name Attributes and Attribute Form Definitions
| Attribute | Attribute Form | Contents | Example 1: Chosen Name Provided |
Example 2: No Chosen Name |
| Emp Name Full | ID | Employee’s full name (Prefix + First + Middle + Last + Suffix), using employee’s Chosen First Name if provided, Legal First Name if not | Dr. Jim Thomas Smith Sr. | Susan Ann Ford |
| Emp Name – First Last | ID | Chosen First Name + Last Name if Chosen Name is provided. Otherwise, Legal First Name + Last Name | Jim Smith | Susan Ford |
| Legal First Name | Legal First Name | James | Susan | |
| Last Name | Last Name | Smith | Ford | |
| Name Prefix | Name Prefix | Dr. | ||
| Name Suffix | Name Suffix | Sr. | ||
| Middle Name | Middle Name | Thomas | Ann | |
| Chosen First Name | Chosen First Name if provided. Otherwise, Legal First Name | Jim | Susan | |
| Emp Name – Last, First | ID | Last Name + ‘,’ + Chosen First Name if Chosen Name is provided. Otherwise, Last Name + ‘,’ + Legal First Name | Smith, Jim | Ford, Susan |
| Legal First Name | Legal First Name | James | Susan | |
| Last Name | Last Name | Smith | Ford | |
| Name Prefix | Name Prefix | Dr. | ||
| Name Suffix | Name Suffix | Sr. | ||
| Middle Name | Middle Name | Thomas | Ann | |
| Chosen First Name | Chosen First Name if provided. Otherwise, Legal First Name | Jim | Susan | |
| Emp Name First
|
Chosen | Chosen First Name if provided. Otherwise, Legal First Name | Jim | Susan |
| Legal | Legal First Name | James | Susan | |
| Emp Name First – Chosen | ID | Chosen First Name if provided. Otherwise, ‘–’ | Jim | — |
| Emp Name First – Legal | ID | Legal First Name | James | Susan |
| Emp Name Last | ID | Last Name | Smith | Ford |
| Emp Name Middle | ID | Middle Name | Thomas | Ann |
| Emp Name Prefix | ID | Name Prefix | Dr. | |
| Emp Name Suffix | ID | Name Suffix | Sr. |