How do I hide the "First Name" Profile Field?

To disable the First Name profile field and utilize the Preferred Name field:

  1. Go to Company > Settings.

  2. Click Field Group Bundles under the Employee Data section.

  3. Enter Legal First Name in the text box > Add Field Group Bundle.

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  1. Click View Grid.

  2. Select the checkbox for the First name field under the Legal First Name bundle > Save.

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  1. Select the checkbox for the Preferred name field and de-select the checkbox for the First name field under the Basic All bundle > Save.

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  1. Click Roles & Permissions under the Employee Data section.

TIP:

Duplicate your existing tab or make note of all of your Access Roles so you can reference it for the next steps.

  1. Click Edit next to an Access Role and scroll down to Bundle: legal first name.

  2. Under Exceptions, enter all of your Access Roles > Save.

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  1. Repeat steps 8 and 9 for every Access Role.