New Check Signer Process
Purpose
This document outlines the process of adding a new check signer within the Green Leaf Elevated System.
Please be aware that this guide is not all encompassing and that it only covers adding a new check signer, not a new bank account. If you have any questions regarding a specific signer within your system or its purpose, please reach out to your assigned Payroll Specialist or the Payroll Department email at payroll@greenleafbizsolutions.com for more information.
Step 1: Notify your Payroll Specialist
Send an email to your assigned payroll specialist.
The email must include the following criteria:
Client Short Name
Company Name (If you are an MC client, with multiple entities, please provide the EIN name(s) that need this change)
Note: Once the email is sent, the payroll specialist will email you the form to complete.
Step 2: Complete the Form
After notifying the payroll specialist, they will email you the signature card form that needs to be completed. Once the email is received, you can follow the steps below.
Select "Start Signing"
Note: this will take you to a new window where you will complete the form.
Select "Proceed to document"
Read the Electronic Record and Signature Disclosure
Check the box to confirm you read the disclosure
Select "Agree & Continue"
Click into the signature box to add a signature
Select the signature type
Type
Draw
Upload
Enter signature
Select "Ok"
Select "Finish"
Once the form is marked as finished, you will receive the below notification. The payroll specialist will automatically be notified once the form is completed, and he/she will update the check signer in Elevated as requested.
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