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            Name Change or Personal Identity Update

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            Name Change or Personal Identity Update

            Deploy this template to construct a secure pathway for employees to declare legal name changes or modify core identity indicators.

            Required Editions

            View supported editions.

            This template creates a service request record that captures essential user details for accurate and auditable fulfillment. Review what’s included with the template.

            Intake Attributes

            The intake form for this template captures these details from the employee: Current Legal Name, New Last Name, New First Name, Preferred Name, Effective Date, Reason For Change, Supporting Document Upload, Subject, Case Origin.

            Fulfillment and Integration

            This template doesn't include any preconfigured integrations for intake or fulfillment. Manager approval routing is expected. Use Flow Builder to define custom routing logic and fulfillment workflows.

             
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