Purpose 

This document outlines the process of adding a direct deposit account to an employee's profile within the Green Leaf Elevated System.

For optimal efficiency, we recommend that employees manage their direct deposit settings directly through our online self-service options. If you would like to encourage the employee to update their own direct deposit, provide this guide. Should the need arise for an administrator to update direct deposit details on behalf of an employee, please refer to the article below for guidance.

If you have any questions adding a direct deposit account to an employee's profile within your system or its purpose, please reach out to your assigned payroll specialist or the Payroll Department email at payroll@greenleafbizsolutions.com for more information.

 Step 1: Log into Elevated and Locate the Employee  

1. Navigate to: Main Menu > Team Tab > My Team > Employee Information

2. In the First Name column, filter by the employee's first name

3. Select the "Refresh" arrow on the right of the screen

4. Select the "Employee Profile" Icon to go to the employee's profile

 Step 2: Locate the Direct Deposit Section  

1. Select the "Payroll Tab"

2. Select the arrow to pop out the "Jump To" Menu

3. Select "Direct Deposits"

4. In the direct deposit section, select "Add"

 Step 3:  Enter the Account Information

1. Enter the account name

2. Enter the description

- This can be the same as the account name

3. Enter the "Active From" date

- This is the date you want the direct deposit account active

4. Select the Bank Account Type from the drop down menu

- Entire/Remainder

- This can be a flat dollar amount

- % of Gross Earnings

- % of Net Pay

- % of Remaining Net

6. Select the Frequency you'd like the wages deposited into the account from the drop down menu

7. Enter the Account Number

8. Reenter the Account Number

9. Enter the ABA/Routing Number

10. Select "Save"

IMPORTANT: Make sure to verify the account and routing numbers entered for accuracy.