Payroll Alerts
Purpose
This document outlines the process of creating a Payroll Alert within the Green Leaf Elevated System. Payroll Alerts are a great way to set reminders to alert the payroll processor of items to check on or info to add to payroll. Alerts can be added by managers and/or the payroll processor, helping eliminate any room to forget information while processing.
Please be aware that this guide is not all encompassing and that Payroll Alerts are customized per client. If you have any questions regarding a specific payroll alert 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: Login and Navigate to the Employee's Profile
Log into your Elevated account and navigate to: Main Menu > Team Tab > My Team > Employee Information
In the First Name column, filter by the employee's first name
Select the "Refresh" arrow on the right of the screen
Select the "Employee Profile" Icon to go to the employee's profile
Step 2: Navigate to the Payroll Tab & Add the Payroll Alert
Select the "Payroll Tab"
Select the arrow icon to pop out the "Jump To" Menu
Select "Payroll Alerts"
In the Payroll Alerts section, select "Add New"
Choose from the drop-down the applicable alert frequency "Payroll to Notify". After the frequency is chosen, additional criteria may require completion.
All - will appear on All payrolls until edited (great for ongoing reminders)
All After - will appear on All Payrolls after X date (great for future reminders)
All Until - will allow you to choose an end date to stop the alert (great for time-related alerts such as draws)
Next X Payroll - will allow you to choose how many payrolls (great for loans paid back or x payrolls or just 1 payroll to alert)
Specific Date - choose which date you'd like the alert. (great for commissions only paid on certain dates)
Make sure to check the box to keep the alert active, and if you'd like to sign off on the alert at the time of payroll, keep the box checked "Require Sign-Off".
Select "Save"
Common Uses
Termination Notes - final pay etc.
Deduction Change Reminders
Pay Rate Change Reminder
HR Alerts to Payroll Processor
Reminder in General
Payroll Corrections, example Retro Pay/Bonus/Retro Deductions/etc.
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