How to Complete Employee Verification Checklist

How to Complete Employee Verification Checklist

Purpose

This document outlines the process of completing the standard Employee Verification Checklist as an employee within the Green Leaf Elevated System. 

Please be aware that this guide is not all encompassing and that the Employee Verification Checklist may have additional items not outlined here. If you have any questions regarding this checklist, please reach out to your manager and/or HR Team for additional assistance.

Step 1: Navigate to your Employee Verification Checklist

1. Once you've logged into your Green Leaf Elevated account, navigate from your dashboard to your To-Do Bell located in the upper right corner of the screen.
  1. From the to-do bell, click the My Checklists tab and select the Open Checklist button as shown below.

Step 2: Review Checklist Instructions

1. The first checklist item will contain Instructions indicating how you can complete the checklist.
  1. Please review these thoroughly and then select to Mark as Complete to move to the next checklist item.

Step 3: Update Personal Information

1. The next checklist item consists of reviewing and updating your Personal Information on the first tab and adding your Emergency Contact(s) on the second tab.
  1. Personal Information: Be sure to complete and/or update all fields as provided within this screen.
    1. You must select the Continue button to complete this tab and move to the next tab.
  1. Emergency Contact(s): To add a new contact, select the + Add button to begin
    1. In the pop-up window, select the Contact Type of Emergency and fill in their Name, Relationship, & Phone Number(s).
    2. Once the information has been entered, select the Save button to create the contact.
    3. You may repeat the steps above if you would like to add more than one contact.


  1. Once you've verified your personal information and provided at least one emergency contact, select the Submit button to move to the next checklist item.


Step 4: Update Direct Deposit Account(s)

1. Within this checklist item, you will enter and/or update your Direct Deposit Information.
  1. To begin, click the + Add button to the right of your screen.

2. In the pop-up window, complete all required fields as outlined below:
  1. Name/Description: These fields are optional, but can be useful to organize multiple direct deposit accounts.
  2. Active From/To: These dates should be left alone, as they are automatically populated for you.
  3. Deposit Type: This should be set to Direct Deposit if it hasn't already been set.
  4. Bank Account Type: You may update this field to indicate if this is a checking or savings account.
  5. Calculation Method: This will identify the method you would like the system to distribute your funds into each account.
    1. If you have only one account, you should choose Entire/Remainder.
    2. If you have multiple accounts, you should choose Flat $ Amount, % Of Gross Earnings, % Of Net Pay, or % Of Remaining Net. 
      1. Please keep in mind that you will also need at least one account that indicates Entire/Remainder to allocate the remainder of your funds.
  6. Account #: You will be requested to enter your account number twice in each of the fields provided to ensure you have entered the correct number.
  7. ABA # / Bank Routing #: You will then be requested to enter the bank routing number associated with this account.
    1. It is recommended to choose the Additional Information icon (i) to confirm that your routing number exists and was entered correctly.
3. Once you've entered all applicable information, select to Save within the pop-up window. 


4. You may repeat the steps above to add additional direct deposit accounts as needed.

5. After all applicable accounts have been added, select the Submit button to move to the next checklist item. 


Step 5: Federal Withholding Form

1. This checklist item will have you complete a new Federal Withholding Form to update your federal tax settings. 


2. Within the form to the right of your screen, fill out all required fields provided.
  1. If you need additional guidance on completing your Federal Withholding Form, please see this Article.
3. Once you've finished your form, select Sign & Submit in the upper right-hand corner of the screen.
  1. In the pop-up window, please sign your form and select I Agree to move onto the next checklist item.

Step 6: State Withholding Form

1. This checklist item will have you complete a new State Withholding Form to update your state tax settings. 
  1. Select the Add New button on the right-hand side of the page to add a new form.

2. In the pop-up window, select the + Add button next to the state withholding form that applies to you.
  1. If you do not see the state form that applies to you, reach out to your HR department for assistance.


3. Once the state form populates, fill out all required fields provided.
  1. Once completed, select the Submit button on the right-hand side of the page. 
  2. If any fields appear in red, please be sure to update them before selecting to Submit again.
Please Note: The form shown below is an example of the California State Withholding Form and that you may have a different form based on your state.


4. In the pop-up window, please sign your form and select I Agree.


5. After you've submitted your state withholding form, be sure to click Mark as Complete to the left of your screen in the panel provided to move to the next checklist item.


Step 7: Voluntary Self-Identification

1. The final checklist item will allow you to voluntarily provide your Gender, Ethnicity, Disability Status, and Veteran Status. 

Please Note: While the Gender and Ethnicity fields are required, you have the options of Undefined or Unidentified/Opt-Out if you wish to not provide this information.

2. Fill in all fields as provided within the action - once complete, select the Submit button to the right of the screen.


3. Once you've successfully submitted this action, you will receive a checklist completed pop-up.
  1. Click OK to acknowledge and remove the completed checklist from your to-do bell.

You have now completed your Employee Verification Checklist!

Your information will now be housed within the new payroll system and payroll will process all information for your next payroll!


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