Employee Completed Documents
Q: Where do we locate the docs after a checklist is completed? The employee completed the checklist and signed off on the policies- yet I cannot find them in his account.
Once a checklist has been completed you would go to the hamburger menu>Team Icon>Employee Information once there goes under the HR tab and click "Checklists". Once there you will find the checklist with all the documents attached. Click on the checklist and once the checklist loads you can click on any of the employee's documents.
The document will load and you can click "Download PDF".
Related Articles
How to Hire a New Employee
This article will cover the steps required to add a new hire to the system. Green Leaf’s new hire process typically consists of an administrator or manager initiating the new hire, the New Hire receiving an email to log in and complete their new hire ...New Hire Process from Employee View
Below are the steps a new hire would go through after receiving their activation email. This is also available for them under the Employee Knowledge Center. In order to start your new hire paperwork, please navigate to the bell icon in the upper ...How to Re-Hire an Employee
This article will cover the steps required to re-hire an employee into the system. This process is very similar to Adding a New Hire with a few key differences, which are all explained below. Please be aware that this guide is not all encompassing ...Employee Document Upload
Employee Document Upload Employees have the ability to upload their own documents in Elevated. Once they have been given login credentials, they can access their Employee Profile. Within their profile, they can make changes to the information and ...Employee Update Withholding Forms (on Employee Self Service)
Employee Update Withholding Forms In this video, we cover how to update your withholding forms for both Federal and State documents. The navigation path to get started is Hamburger Menu > Personal Info Icon (Single Person) > My HR > Forms > ...