Understanding Forms and Employee Documents in Elevated

Understanding Forms and Employee Documents in Elevated

Purpose

This document outlines the difference between Forms and Employee Documents within the Green Leaf Elevated System.


Forms

Forms in Elevated refer to any documents employees interact with within the system. This includes:
  1. Documents signed by employees.
  2. Forms completed by employees.
  3. System-generated forms provided to employees.

The Forms section provides access to the following reports:
  1. Government Forms: Includes I-9s, Federal/State Withholding forms, W-2s, etc.
  2. Other Forms: Covers custom forms created within the system.
  3. All Forms: A combined view of both Government and Other Forms.

For details on accessing the All Forms report, refer to the All Forms Reporting article.


Employee Documents

The Employee Documents section houses files uploaded by employees, managers, or administrators. These documents are managed separately from system-generated forms.

For guidance on accessing employee documents, refer to the Employee Documents Reporting article.

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