How to Correct / Update a Contact
How to Correct / Update a Contact
This article will show you how to make corrections/changes to existing contacts (Emergency, Dependent, or Beneficiary).
Employee's should be able to update their Account Contacts by Navigating to Hamburger Menu > Single Icon > My Profile, then selecting Account Contacts from the options on the left, and following the steps below.
To change the data for a member of your team, navigate to Hamburger Menu > Team Icon > Employee Information, locate the employee that needs the correction, and click Employee Information Icon. On the Employee's Profile page, click Account Contacts under the Employee Personal Information Section. Click the Pencil Icon, or the elipses, which may give the option to view/edit as well.
In the pop up that opens, you will be able to correct spelling / update contact information. Make sure to click Save once complete.
Related Articles
How to Add a Beneficiary to an Existing Enrollment
The steps below will outline how you can add a beneficiary (if applicable) to a benefit plan that you are already enrolled in. If you have any issues completing the outline steps or adding beneficiaries in general, please reach out to your internal ...How to Add Beneficiary Details via an Auto-Enrollment
The steps below will outline how you can add a beneficiary (if applicable) to a benefit plan that you were auto-enrolled in. Please keep in mind that this process is standardized across most of our clients, but that processes can be customized per ...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 ...Updating Personal Information
In this video, we cover how to update your personal information such as address and/or phone number. To update your info, navigate to Hamburger Menu> Personal Info Icon (Single Person)> My HR > HR Actions > Select Available Tab > Find Address ...Updating Direct Deposit - Employee Level
In this video, we cover how to update your direct deposit for your individual account. In order to update your direct deposit, you can navigate from the "My Payroll" widget OR you can navigate to the Hamburger Menu. Both Navigation paths are below. ...