Note: If the Set Demo Alpha Fields to Uppercase field is selected on the Personnel > Tables > District HR Options page, the employee’s Legal and Former Name (First, Middle, Last, and Maiden) and Address fields are set to uppercase when a new employee demographic record is created or an existing record is updated.

❏ Under Name, complete the following Legal name fields:

Note: It is recommended that you have a copy of the employee's Social Security card available as the employee's legal name should be entered exactly how it is printed on the Social Security card.

TitleClick Drop-down Arrow to select a legal title for the employee.
FirstType the employee's first name. The field can be a maximum of 60 characters; however, only select pages display all characters. All other pages display 17 characters and truncate the remaining characters.

Reported to SSA, IRS, and TRS.
MiddleType employee's middle name. The field can be a maximum of 60 characters; however, only select pages display all characters. All other pages display 14 characters and truncate the remaining characters. If the employee does not have a middle name, leave the field blank. The middle name can be reported blank for employees only if the employee does not have a middle name on his identification documentation. Do not use text such as NONE or NA.

Reported to SSA, IRS, and TRS.
LastType employee's last name. The field can be a maximum of 60 characters; however, only select pages display all characters. All other pages display 25 characters and truncate the remaining characters.

Reported to SSA, IRS, and TRS.
GenerationClick Drop-down Arrow to select a generation code for the employee. The field can be blank. The field must be blank if the employee does not have a generation suffix on his name based on the identification documentation used for employment. Reported to SSA, IRS, and TRS.
Maiden NameType the employee's maiden name, if applicable. The field can be a maximum of 60 characters; however, only select pages display all characters. All other pages display 25 characters and truncate the remaining characters.

❏ Complete the Former name fields (if the employee has a former name):

TitleClick Drop-down Arrow to select a legal title for the employee.
FirstType the employee's first name. The field can be a maximum of 60 characters; however, only select pages display all characters. All other pages display 17 characters and truncate the remaining characters.
MiddleType the employee's middle name. The field can be a maximum of 60 characters; however, only select pages display all characters. All other pages display 14 characters and truncate the remaining characters.
LastType the employee's last name. The field can be a maximum of 60 characters; however, only select pages display all characters. All other pages display 25 characters and truncate the remaining characters.
GenerationClick Drop-down Arrow to select a generation code for the employee.