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