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When employee changes name assign proof of change Task

When an employee updates their legal name, assign a Task for your HR team to request legal proof of change.

How to ensure employee information is up to date

With Rippling’s Workflow Automator, you can automatically assign a Task to your HR team to request legal proof when an employee changes their name.

What do you need?

Rippling HRIS

Use Recipe Template

Recipe Overview

In most companies, employees are able to make updates to personal details like their name, address, or bank account details on their own.

And while most of the time those changes don’t require follow up, a change to an employee’s name has sizable legal implications—requiring updates to the employee’s payroll, benefits plans, and more.

But before a company makes any changes to the employee’s payroll, they need to ensure that the employee has updated their Social Security card as well. Otherwise, the mismatch of names between payroll and Social Security records may result in their earnings not being posted to their earnings history when it comes time to W-2 filing.

With this Recipe, you can ensure your team stays on top of employee name changes. When an employee updates their legal name, Rippling will automatically assign a Task to your HR team to request the employee provide proof of their updated Social Security card.

Want to send a reminder to your employee as well? As with all our workflow Recipes, you can customize this template to your exact needs, including when it should trigger, what the actions should be, who it should go to, and more.

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