Auto-Enrollment Request Reporting

Purpose

This document outlines the process of how to view the Auto-Enrollment Request Report within the Green Leaf Elevated System.

How to View Auto-Enrollments

Log into your Elevated account and navigate from your menu to the Team Tab > Benefits > Enrollment Requests > Auto-Enrollment Requests.

This report will show you any benefit change requests that have been submitted by employees.

Column Headers

1. Status - Shows the status of the Auto-Enrollment (Open, Submitted, etc.).
   
2. Workflow Status - Shows the status of where the request is in the Workflow (Submitted, Approved by HR, Beneficiaries Added)
   
3. Request Benefit Profile - Shows which profile the Auto-Enrollment request is associated with (an employee may be associated with more than one Auto-Enrollment Profile based on plan settings, eg. EAP and Basic Life/AD&D)
   
4. Date Submitted - Date Employee Submitted their enrollment (for Auto-Enrollments that are effective immediately upon hire, this date will usually reflect the employee's Hire Date)
   
5. Date Completed - Date HR approved enrollment
   
6. Created - Date the Auto-Enrollment was created in the system for the employee.
   

Functional Buttons

1. View Selected - Allows you to view the Selected Auto-Enrollment Request
   
2. Delete - Allows you to Delete the selected Auto-Enrollment Request
   
   

   *This action is irreversible; please use caution when clicking this icon.
3. View Account Benefit Plans - Clicking this will navigate to the Employee Benefit Plans page, where you can view all employee benefit plans in the system.
   

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