Auto-Enrollment Walkthrough
Purpose
Some Benefits offered by your employer may be provided at no-cost to you, and your Auto-enrollment in them may be available from as early as your first day of employment. This article outlines the steps you should take if there is any information required from you to Submit the enrollment
Please be aware that this guide is not all encompassing and that benefit settings are customized per client. If you have any questions as you move through the enrollment process, please reach out to your internal HR Team for assistance.
How to Submit an Auto-Enrollment
Login to your Elevated account, and either click the Modify button next to the Approve/Reject Auto-Enrollment item in the My mailbox section, or scroll toward the bottom of your home page and select the Auto enrollment pending link in your My benefits section.
Your enrollment may appear completed because the Finish Up tab is already checked off, however if the item is appearing in your mailbox you likely need to enter Beneficiary details or other information by selecting the coverage amount within the Auto-Enrollment plan
In the pop-up window, select the + Add button and either select one of the contacts available in the existing contacts section, or use the + Add New button to add an entirely new contact.
Please note the total percentage of Beneficiary Designation must be equal to 100% before you are able to proceed.
Repeat the steps above in the Contingent Beneficiaries section if you wish to add additional, secondary Beneficiaries to your enrollment.
Once your Beneficiaries (and Contingent Beneficiaries if applicable) have been selected, click the Save button to add them to the enrollment. A line will be added to the enrollment tile indicating that the Beneficiaries have been successfully applied. Click the Continue button in the upper right hand corner to finalize.
Finish Up
On the Finish Up tab, click the Modify button in the upper right hand corner to Sign (either by entering your password or drawing your signature electronically) and click Accept to send your enrollment to your HR team for approval.
Once Submitted, your elections will be sent to your company’s Benefit Approval group for confirmation. If there are any issues with your enrollment or additional information needs to be provided, you will receive an email as well as a to-do item to make modifications in the system.
At this point, your New Employee Enrollment is officially Complete, and you will receive an email once it has been approved.
Related Articles
Open Enrollment Walkthrough
Purpose This article will outline the process for Starting and Submitting Open Enrollment through Green Leaf's Elevated portal. Please be aware that this guide is not all encompassing and that benefit settings are customized per client. If you have ...New Hire Enrollment Walkthrough
Purpose This article outlines the steps to take as a New Employee to elect your Benefit Plans in the Elevated platform. As a New Employee, you are encouraged to participate in all of the benefit plans offered through your Company. Your portion of ...How to Add Beneficiary Details via an Auto-Enrollment
The steps below will outline how you can add a beneficiary (if applicable) to a benefit plan that you were auto-enrolled in. Please keep in mind that this process is standardized across most of our clients, but that processes can be customized per ...How to Add a Beneficiary to an Existing Enrollment
The steps below will outline how you can add a beneficiary (if applicable) to a benefit plan that you are already enrolled in. If you have any issues completing the outline steps or adding beneficiaries in general, please reach out to your internal ...How to Submit a Life Change Event
Purpose If you need to make any election changes outside of your New Hire Enrollment window or your employer's annual Open Enrollment, you can do so by submitting a Life Change Event in Green Leaf. This Article outlines the steps to create a new Life ...