Benefit Administration
Benefit Plan Reporting
Purpose This document outlines the process of how to view Benefit Plan Reporting within the Green Leaf Elevated System. Please note that the specific plan details will vary based on your Benefit Plan information within the system. How to View the ...
Pay Statement (Benefit Coverage) Report
Purpose The Pay Statement (Benefit Coverage) report is the best way to see what Employee / Employer Benefit Deductions have been taken out of each employee paycheck. You may need to utilize this report if you find out that the deductions being ...
Dependent Reporting
Purpose This article provides information on utilizing the Dependents Report within the system. While you can review this information in multiple locations, the dedicated Dependents report allows you to pull in the most Dependent information. How to ...
Termination Benefit Processing
Purpose This article outlines the steps necessary to end date an employee's Benefit Coverage, Deductions, and Earnings within the Terminate Employee HR Action. Please be aware that this guide is not all encompassing and that termination settings are ...
Benefit Census Reporting
Purpose This document outlines the process of how to view Benefit Plan Census Report within the Green Leaf Elevated System. Please note that the specific plan details will vary based on your Benefit Plan information within the system. How to View the ...
Auto-Enrollment Request Reporting
Purpose This document outlines the process of how to view the Auto-Enrollment Request Report within the Green Leaf Elevated System. How to View Auto-Enrollments Log into your Elevated account and navigate from your menu to the Team Tab > Benefits > ...
Benefit Change Request Summary Report
Purpose This document outlines the process of how to view change request reports within the Green Leaf Elevated System. How to view Benefit Change Requests Log into your Elevated account and navigate from your menu to the Team Tab > Benefits > ...
Benefit Enrollment Approval Process
Purpose This document outlines the process of how to approve a Benefit Enrollment within the Green Leaf Elevated System. Please be aware that this guide is not all encompassing and that the benefit enrollment process is customized per client. If you ...
Benefit New Hire Status Reporting
Purpose This article outlines how to use the Benefit New Hire Status report. Using this report, you can determine which New Employees have started or completed their enrollment and which have not. How to View New Hire Enrollment Progress Log in to ...
Benefit Open Enrollment Status Reporting
Purpose This article outlines how to use the Benefit Open Enrollment Status report. Using this report during your annual Open Enrollment, you can determine who has started or completed their enrollment and who has not throughout the enrollment ...
How to Apply a Benefit Profile Enrollment Override
Purpose The ability for a New/Re-Hire employee 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 ...
How to Manually Adjust Benefit Plans
Purpose This document outlines the process of how to Manually Adjust Employee Benefit Plans. Throughout this guide, we will cover how to Add New Benefits Plans, End Date Existing Benefit Plans, as well as Delete Benefit Plans that may have been added ...
Benefit Exception Rules
Purpose This article outlines the function and utilization of the Benefit Exception Extra Field during employee onboarding. If an employee is not subject to the standard Benefit Start Date Waiting Period rules and is instead eligible immediately upon ...
Adding Court Mandated Coverage
Purpose This article outlines the process of adding Court Mandated Benefit Coverage to an employee's account. Please be aware that this guide is not all encompassing and that your benefit settings are customized per client. If you have any questions ...
How to Apply Evidence of Insurability
Purpose This guide explains what Evidence of Insurability is, what settings are available to customize Evidence of Insurability to plans, as well as what the Admin process is to update Evidence of Insurability on an employee level. Evidence of ...
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 ...