How to Update Existing Accrual Profile
Purpose
This document outlines the process of updating the accrual profile within the Green Leaf Elevated System. The accrual profile assigned to employees controls how the system calculates the accruals per the policies within the accrual profile. It is essential that the correct accrual profile is assigned to your employees to ensure the time off types are calculating correctly.
Please be aware that this guide is not all encompassing and that accrual profiles are customized per client. If you have any questions regarding a specific accrual profile within your system or its purpose, please reach out to your assigned Payroll Specialist or the Payroll Department at payroll@greenleafbizsolutions.com for more information.
Step 1: Go to the Employee's Profile
Log into your Elevated account and navigate to:
Main Menu > Team Tab > My Team > Employee Information > Search by Employee First Name > Select the "Employee Information" icon
Step 2: Go to the Profile Section
Click the icon to pop out the Profiles tab
2 . Scroll down to the Accrual Profile section
3. Select the "Browse" icon and select the correct accrual profile that should be assigned to the employee
Important: If you are uncertain how each accrual profile is accruing the time offs, please reach out to your payroll specialist and they can provide a breakdown of each accrual profile and how they are set to accrue.
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