How to Update an Employee's Benefit Profile

Purpose

This guide will identify how to update an employee's Benefit Profile within the Elevated System. The ability for individuals to enroll in your company's Benefit Plans is tied directly to their Benefit Profile in the Elevated System. Without a Benefit Profile assigned to their account, the option to enroll or request changes will not appear to your employee(s).

Please be aware that this guide is not all encompassing and that benefit settings are customized per client. If you have any questions regarding a specific setting or process within your system or its purpose, please reach out to your designated specialist or to the hrtechsupport@greenleafbizsolutions.com email for assistance.

Updating an Employee's Benefit Profile

1. To begin, please navigate to the employee's profile. For assistance on locating employee profiles, please reference this Article.

2. Within the employee's profile, navigate to the Profiles & Manager Assignments tab and locate the Benefit Profile within the Profiles Panel to the right of the screen.

3. Select the + Add button below the existing profile to add a new record and click the lookup icon to select the appropriate profile.

Please Note: There may be multiple Benefit Profiles available in this window. If you are unsure which Profile to apply to the employee, please contact your internal HR Department to confirm.

4. Finally, enter the employee's Effective Date in the field below the Profile based on your company's waiting period rules.

5. Once you've complete the steps above, select to Save the employee's profile to apply the changes you've made.

Please Note: If the employee's effective date is in the future and you want them to have the ability to review and submit their enrollments before their eligibility takes effect, please be sure to update their Benefit Profile Enrollment Override Widget. For assistance on completing this widget, please reference this Article.

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