Usage guide: Adopt - Workday essentials
The Adopt - Workday essentials library pack enables new hires to:
Navigate the Workday interface, and understand the layout, menus, and key action areas.
Discover how to easily update their preferred name in their Workday profile.
Library pack uses
Use the library pack content for the following purposes.
Visibility
The Adopt - Workday essentials in-app guides are the starting point of this library pack. They provide an interactive process that empowers new hires to navigate and use the Workday platform confidently from day one.
Use cases
In addition to the relevant use cases covered below, you may uncover other troubleshooting scenarios specific to your environment.
Changing your preferred name
An employee's preferred name refers to the name that they choose to use when interacting with colleagues, clients, and individuals in their personal lives, which may differ from their legal name. This can include, but is not limited to, a shortened version of the employee's first name (e.g., Joe vs Joseph).
As a new hire, it may not be obvious how or where to change this information in Workday and it is better that this is changed as early as possible to avoid confusion.
From the Adopt menu interface in Workday:
Click on the Adopt menu and choose the guide "Change preferred name" from the list.
The guide walks you through the steps required to make this change.
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