Purpose 

This document outlines the process of completing an audit to ensure an Accrual Profile is assigned to employees within the Green Leaf Elevated System. Accrual profiles determine which time offs are assigned to employees and determine how many hours are granted to the employee per the policy set up in the system.

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 email at payroll@greenleafbizsolutions.com for more information.

 Step 1: Log into Elevated and Navigate to:   

Main Menu > Team Tab > My Team > Employee Information > Select the Ellipses (...) on the right of your screen > Select "Add/Remove Columns"

Step 2: Add the Accrual Profile Column to the Report

1. Search for "Accrual"

2. Check the box to select "Employee: Accrual Profile"

3. Select "Add"

4. Select "Apply"

Step 3: Filter the Report to Show Employees who are Missing their Accrual Profile

1. In the column, "Accrual," change the filter to "Is Null"

1. The "Is Null" filter shows all of the employees who do not have an accrual profile assigned to them

2. Select the "Refresh" Icon to refresh the data on the report

Step 4: Export the Report (If Needed)

1. Select the ellipses on the top right

2. Select "Export"

3. Select the File Format from the drop-down - Excel is usually preferred

4. Select "Export"

5. Update the report and add the missing accrual profile to the employees