Objective: To guide the steps for processing a user's name change request.
1. Ticket Creation:
• Ensure that a ticket is created on behalf of the user.
• The user must provide the EXACT name change they desire.
• Importance: Documentation of all initiated steps.
2. View and Respond to Ticket:
• View the ticket and respond to the user within the ticket.
• Response Template: "Thank you for reaching out to the team. We are evaluating this request and will get back with you as soon as possible."
3. Coordination with HR:
• Contact the HR team as they have access to Namely.
• HR will process the name change through Namely.
• Note: This process may take some time, so patience is required.
4. Confirmation of Name Change:
• Ensure everything is confirmed after the name change.
• Confirmation with the user is necessary.
5. Application Updates (Okta Admin):
• Adjust all individual applications by entering the new email address.
• Applications to Update:
• Docusign
• Veeva
• ComplianceWire (Ensure merging of all trainings as 2 accounts will be created)
• Exception: Applications that will not change:
• Non-Employee IT Onboarding Form
• MirumLand
• 0365 Quarantine
• New Hire Onboarding (Add at start date, remove at week's end)
• Reason: No username or password requirement due to the nature of the Bookmark application.
6. Step 5: Ticket Update and User Notification:
• Update the ticket to reflect the changes made.
• Notify the user that their account has officially been updated.
7. Process Complete!