General Functionality
How to Mass Approve To-Do Items
Purpose At any point in Elevated you may receive multiple iterations of the same type of To-Do Item in your Mailbox to approve at once (i.e., Timesheet Change Requests, Time Off Requests, Benefit Enrollment Approvals, etc.). This article outlines the ...
How to Navigate to an Employee's Profile
Purpose This document outlines the process on how to navigate to an Employee's Profile. This article will walk you through the process of accessing and viewing your employees' information. Employee Information Path There are multiple ways to locate ...
How to Create Communication Templates
Purpose This document outlines the process of creating communication template(s) to use when emailing employee(s) within the Green Leaf Elevated System. Please be aware that this guide is not all encompassing and that the communication template ...
How to Mass Edit Employee Information
Purpose This document outlines the process of Mass Editing Profiles for employees at Green Leaf clients. The Mass Edit Profiles screen will allow you to update items such as the employee's profiles, manager assignments, department(s), and/or ...
How to Update Employee System Language
Purpose This document outlines the process of how to update the system language for an employee. Please Note: All documents (I9s, Withholding Forms, Etc.) will remain in the written language of the document. All customized system links and widgets ...
How to Manually Send Account Created Email
Purpose This document outlines the process of re-sending the account created email to employees within the Green Leaf Elevated System. Please be aware that this guide is not all encompassing and that system notifications are customized per client. If ...
How to Send Broadcast Notifications (Emails)
Purpose This document outlines the process of sending a broadcast notification (emails) to employee(s) within the Green Leaf Elevated System. Emails can be sent in one of three ways - from the Employee Information Report, directly from the Employee's ...
How to Post Announcements
Purpose This document outlines the process of creating Announcements to broadcast information to your users. The Announcements feature will allow you to send out completely customizable messages to your team with the ability to include documents and ...
How to Add Employee Notes
Purpose This document outlines the process of how to add employee notes within the Green Leaf Elevated System. Employee Notes can be used to track pertinent information regarding user accounts outside of all other tracking mechanisms within the ...