Asset/Vehicle Tracking
How to Run a Headcount Report
This article provides step-by-step instructions for running a headcount report, enabling you to view employee headcount for a specific date and/or selected employee statuses. Navigate to the menu (3 lines in the upper left corner) Team> HR>Reports>HR ...
How to Track Worker's Comp Claims
This article provides a comprehensive guide for entering and tracking workers' compensation claims. The system’s features allow for effective management of both open and closed claims. Please note that the following instructions outline all required ...
How to Add an Incident
How to Add an Incident In this article, we will review the steps to log an incident under an employee’s profile in the system. This feature gives you the ability to document occurrences in real time and evaluate an employee’s performance over time. ...
How to Mass Download Employee Documents
In this article, we will review the steps to mass download employee documents. This feature allows you to download multiple or all documents at once instead of individually. Navigate to the menu (3 lines in the upper left corner) Team> HR>HR ...
How to Mass Download Employee Forms
In this article, we will review the steps to mass download employee forms. This feature allows you to download multiple or all forms at once instead of individually. Navigate to the menu (3 lines in the upper left corner) Team> HR>HR Forms>Other ...
How to Submit a Pay Information Change Request
Purpose This document outlines the process of completing a pay information change request for managers at Green Leaf clients. Please be aware that this guide is not all encompassing and that the HR action settings are customized per client. If you ...
How to Submit an Employment Information Change Request
Purpose This document outlines the process of completing an employment information change request for managers at Green Leaf clients. Please be aware that this guide is not all encompassing and that the HR action settings are customized per client. ...
How to add Assets (Property)
This option allows you to track personal and company assets that can be tied to employees. Under Settings > HR Setup >Assets (Property), you have the option to create asset types. These must be created first, before using any of the other menu ...
How to Configure & Assign Surveys
This functionality allows you to create custom or pre-defined surveys to send to your employees. Surveys can be defined to collect information vital to your organization, can be used to gather information on processes your employees or new hires have ...