PeopleSoft Financials Successfully Upgraded with Lived Name

The PeopleSoft Financials implementation of lived name is now complete. As part of the UC Gender Recognition and Lived Name (GRLN) Policy (opens in new window), PeopleSoft Financials has been updated, where possible, to display an employee’s lived name throughout the system.

What to Expect When You Log In

Clear your web browser cache before your first login to accurately view all system changes.

Users with transactor or inquiry roles will see changes to how names are displayed:

  • Transactors and approvers will see lived names on the PeopleSoft Financials Home Page and throughout all General Ledger (GL), Capital Asset Management (CAM), and Research Administration System (RAS) screens. This includes names associated with any PeopleSoft user ID as well as names associated with a UCSF ID.
  • Examples include:
    • The welcome message in the top right corner of the Peoplesoft Home Page will now display the user’s lived name.
    • The lived name associated with journal preparers and approvers will be displayed on journal entry pages.
    • The lived name associated with a principal investigator (PI) will be displayed on RAS screens.
  • The Supplier Name field will retain the legal name for tax reporting purposes. As such, the Supplier Name displayed on the voucher pages will continue to display the legal name for any employees or students receiving reimbursement.

For More Information

Learn more about the GRLN policy, gender identity, lived names, and pronouns on the Office of Diversity and Outreach website (opens in new window), where you will find links to resources, tools, and updates on the policy implementation. If you need assistance with PeopleSoft Financials, contact the UCSF IT Service Desk.