Purpose  

This document outlines the process of completing an audit to ensure a Holiday Profile is assigned to employees within the Green Leaf Elevated System.  A holiday profile controls which dates are observed by your company as a holiday. If you have an update to your holiday calendar, please notify your assigned payroll specialist so they can update your holiday profile asap.

Please be aware that this guide is not all encompassing and that Holiday Profiles are customized per client. If you have any questions regarding a specific Holiday 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 Holiday Profile Column to the Report

1. Search for "Holiday Profile"

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

3. Select "Add"

4. Select "Apply"

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

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

1. The "Is Null" filter shows all of the employees who do not have a holiday 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"

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

2. Select "Export"

1. Update the report and add the missing Holiday Profile to the employees

2. Email the updated report to your assigned payroll specialist, and they can update Elevated on your behalf.