Employee Name Change Checklist
Employee Name Change Checklist
Pre-Change Preparation
- Notify HR about the name change request.
- Gather necessary documentation (marriage certificate, court order, etc.).
- Check company policy regarding name changes.
Update Internal Records
- Update employee's name in HRIS (Human Resources Information System).
- Change name in payroll system.
- Update email address and internal communication platforms.
Update External Records
- Notify tax authorities of the name change.
- Update name with benefits providers (health insurance, retirement plans, etc.).
- Change name on bank accounts for direct deposit.
Communication
- Inform team members about the name change.
- Send out a company-wide announcement (if applicable).
Post-Change Follow-up
- Verify all records have been updated correctly.
- Check for any outstanding issues with name change.
- Follow up with HR if any discrepancies arise.
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