Employee Information Update Form

the employee information update form allows employees to securely request legal updates to their name or address this form ensures compliance and keeps employee records accurate 🔧 how to send the form navigate to the client’s lead card select the enrollment tab → employee sub tab locate the employee you wish to update from the actions dropdown , select information update form this will automatically send the form to the employee’s email on file ✉️ employee notification the employee will receive an email & sms notification with a secure link to complete the form instructions in the email explain that at least one section ( name change or address change ) must be completed 📝 completing the form employees can select one or both options ✅ request name change ✅ request address change 🔄 request name change when selected, the employee must provide new first, middle, and last name reason for name change effective date upload supporting documentation (e g , marriage certificate, court order, updated social security card) 🏠 request address change when selected, the employee must provide new address, city, state, and zip code effective date upload supporting documentation (e g , utility bill, lease agreement, bank statement) ✍️ review & signature employees must acknowledge the contents of the form before submission a virtual signature is required to finalize the update (legally binding under the e sign act of 2000) 📤 submission & notifications once submitted, a pdf copy of the completed form is automatically sent to the payroll department ⚠️ note currently, no confirmation copy is sent back to the employee 🌟 key notes employees must upload verification documents for updates to be processed without supporting documentation, payroll cannot approve or make changes only the payroll department receives the completed form notification at this time