To make an employee’s Known As name available on the Generate Document & Email screens you need to configure the relevant data sources within Documents and Email Templates. There are 3 data sources to be updated:
HR_PERSON_MERGE
PERS_POST_PERSON_MERGE
PERS_POST_APPOINTMENT_MERGE
The below menu option is required to update this:
CorePortal - Template Data Source Configuration
To configure the data sources:
From the Data Centre widget, open HR Admin Setup Settings.
Search for and click Document and Email Templates.
Click the Data Source Config tab.
Search for and select the data source, e.g. HR_PERSON_MERGE.
Delete the existing column e.g. FORENAME.
Click Add and select KNOWN_AS.
Enable the Quick Search toggle and enter a Description, e.g. Known As Name.
Click Save.