I like that idea, Lisa.
If I'm understanding it correctly, you're suggesting
that when we get access to the smart forms profiles,
we map HR Connect to the field for an Official / Legal name...
and add another for a Professional Name or the name
the PI wishes to use on proposals and awards.
We'd then need to ensure the Professional Name is
used in reporting.
Do I have it right?
Terri
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Terri Hall
Director, Research Business Intelligence
University of Notre Dame
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Original Message:
Sent: 10-28-2020 09:47
From: Lisa Churchill
Subject: Personnel - Preferred Names
Great question, Augusta... and perhaps an opportunity for Cayuse/us to "get with the times!"
So far, we use the suck-it-up-buttercup model: "I'm very sorry Dr. Tommy Smith-Jones, but since your legal name is Tamara Smith, we must reflect that in legal documents such as proposals and awards."
We've tried to be as understanding as possible in the delivery of the message (in person, if possible--we're small, after all!), and people seem to get it.
That doesn't mean it's right.
My understanding of the new Cayuse Platform model is that we may begin to create new fields on things like the IPF, so couldn't we pull reporting names from there instead of HR?
Best,
-Lisa
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Lisa Churchill
Sr. Grants Information Manager
The Salk Institute for Biological Studies
Original Message:
Sent: 10-27-2020 05:58
From: Augusta Isley
Subject: Personnel - Preferred Names
Hello!
This particular issue has come up at Ball State a couple of times and I wanted to get some perspectives.
There are some PIs who prefer a different name professionally than is their legal name, first and/or last. Our HR system forces the "legal name" on the backend and only allows for a 'preferred name' to show on the front-facing University directory. This is problematic for Cayuse because we use HR Connect to ensure our personnel records and user bank are up to date. Even if we enter in a preferred name, the next time HR Connect runs, it overwrites the manual changes we made.
GENERALLY, I have been able to catch the preferred names in reports. Proposals in 424 are easy to edit and the PIs are good about editing when they see an error. SP is different, obviously, and the record always reflects the HR legal name. And we are only human and sometimes miss a name on a report and that has caused some hurt feelings, I think. I feel it is important to ensure we are representing our PIs the way they prefer, personally and professionally.
How do others manage this?
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Augusta Isley
Senior Proposal Manager
Ball State University
amwray@bsu.edu
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