How to Block Direct Deposit for Employee(s) during Payroll.

How to Block Direct Deposit for Employee(s) during Payroll.

Purpose  

This document outlines the process of Mass Blocking Direct Deposits for employee(s) during payroll within the Green Leaf Elevated System.

If you have any questions regarding blocking direct deposits within your system or its purpose, please reach out to your assigned payroll specialist or the Payroll Department email, payroll@greenleafbizsolutions.com, for more information.

 Step 1: Log into Elevated and Navigate to Payroll Processing  

  1. Log into your Elevated account and navigate to: Hamburger Menu > Team Tab > Payroll > Process Payroll > Select the "View/Edit Pay Statements" icon.

 

 

Step 2: Filter the Pay Statements   

1. In the "Type" Column, set the filter to "Starts With" and type the word "Regular".

  • This removes all manual checks from the report view. Manual checks should not be altered.

2. In the "Status" Column, set the filter to "Starts With" and type the word "Open"

  • This filter removes all "Closed" pay statements from the report view. When a pay statement is in "Closed" status, they cannot be altered.

 

3. Check the box "All" on the top left to select all pay statements or check the individual boxes for each employee you wish to block direct deposit on,

4. Select "Utilities" on the top right

 

5. Select "Mass Edit Selected Pay Statements"

  1. Select the check box next to "Block Current Direct Deposits"

  2. Select "Ok"

 

  1. Once the blocking of the direct deposits is completed, you will receive this alert.

 

 

Step 3: Confirm All Direct Deposits are Blocked

1. Select "Payroll Quick Links" on the top left of your screen

 

2. Select "Payroll Recap & Funding (Pre-Process)"

 

3. Review the Employee Payments section and confirm it says "Checks"

Important: If the report shows "Direct Deposits," that means there are active direct deposits, so you will need to repeat the steps to confirm all direct deposits are blocked. If you need assistance, please reach out to your payroll specialist.


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