How to Complete the Employee Verification Checklist (Employer)

How to Complete the Employee Verification Checklist (Employer)

Purpose

This document outlines the process of completing the employer portion of our standard Employee Verification Checklist. 

Please be aware that this guide is not all encompassing and that the employee verification checklist settings are customized per client. If you have any questions regarding a specific checklist within your system or its purpose, please reach out to your HR Consultant or the hrtechsupport@greenleafbizsolutions.com email for more information.

Completing the Employee Verification Checklist Employer Steps

  1. Log into your Elevated account.
  2. From your dashboard, select the to-do bell located in the upper right corner of the screen.
  3. From the to-do bell, click the My Checklists tab and select the Open Checklist button next to the corresponding employee as shown below:



  1. The first checklist item to complete is verifying the employee's I9 form
    1. Please Note: The status of the form must be Employee Completed in order to verify the form successfully.
    2. From the view to the right, look up the employee's name using the filters and click the pencil to the left of their record to review the submitted form and complete the employer section.



    1. Fill out the information in Section 2 by providing information for List A only or List B and List C depending on the documentation provided by the employee.
    2. After completing Section 2, be sure to type your last name, first name, and title in the box provided and confirm that the company address populated is accurate.
    3. Once you've completed your portion of the employee's I9, be sure to click to Save & Verify to process the form.



    1. In the pop-up window, enter your password or wet signature to Sign the document and enter the employee's Start Date in the box provided before selecting I Agree to verify the form.



    1. After you've successfully saved & verified the employee's I9, the I9 status will show as Verified (Online). Be sure to click to Mark as Complete to the left on your screen in the panel provided to move to the next checklist item.




  1. The second checklist item to complete is verifying the employee's withholding form(s). 
    1. Please Note: The status of the form(s) must be Employee Completed in order to process the form(s) successfully.
    2. From the view to the right, look up the employee's name using the filters and click the pencil icon to begin reviewing the submitted form(s).
      1. You will need to process both of Federal and State Withholding forms submitted.



    1. Review the information provided by the employee on both the Federal and State withholding forms.
    2. When ready, select the Process button in the upper right corner of the screen.



    1. On the pop-up window, verify the information, and select to Apply these tax settings.



    1. To navigate back to the withholding form view to process the additional withholding form, select the checklist step Process Withholding Form(s) to the left on your screen in the panel provided.



    1. Complete the C through E steps above to process the employee's state withholding form.
    2. After the state withholding form has been processed, be sure to click Mark as Complete to the left of your screen in the panel provided to finish the checklist.





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