Sandbox
      Back to home
      1. Help Center
      2. Sandbox/Other
      3. Sandbox

      Sandbox Project Setup: Features/Approval Flows

      If you are interested in obtaining access to a Sandbox, please reach out to sales@gslate.com or clientsolutions@gslate.com.

      Help Center Articles

      Payroll - https://support.gslate.com/payroll-solutions

      Accounting - https://support.gslate.com/accounting-solutions-web

      If you would like to invite a test employee, follow the steps linked here.  You can invite another person from your team or use another email address you have access to to test as yourself.

      Default Approval Flows

      The Sandbox User who requested the Sandbox will have all roles listed below so that they can complete every step.  If you are the Sandbox User and you would like further customization or other users invited to complete the steps that are not listed with the Digital Start Work Employee role, please reach out to clientsolutions@gslate.com.

      Feature

      Document

      Required Step (Y/N)

      Division Admin (Y/N)

      Steps

      Roles

      How To Article

      Start Work

      Start Form

      Y

      N

      Step 1: Prefill Start Form

      Start Work Admin

      Click Here
           

      N

      Step 2: Approve Start Form

      Digital Start Work Employee

      		  
                   
       

      I9

      Y

      N

      Step 1: Submit

      Digital Start Work Employee

      Click Here
         

      Y

      N

      Step 2: Approve I9

      Start Work Admin

      Click Here
                   
       

      Direct Deposit

      N

      N

      Step 1: Submit

      Digital Start Work Employee

      Click Here
                   

      Timecards

      Hours Approval

      N

      Y

      Step 1: Submit Hours on Behalf of Employee

      Line Producer/Payroll Accountant/Dept Head

      		  
         

      Y

      N

      Step 2: Employee Submits/Approves Hours

      Digital Start Work Employee

      Click Here
         

      Y

      Y

      Step 3: LP or Dept Head Approves Hours

      Line Producer/Dept Head

      Click Here
                   
       

      Grossing Approval

      Y

      N

      Step 1: Submit Grossing

      Payroll Accountant

      Click Here
         

      Y

      N

      Step 2: Approve Grossing

      Line Producer

      Click Here
                   

      Accounting

      POs

      N

      N

      Step 1: Employee Submits

      PO Creator

      Click Here
         

      Y

      Y

      Step 2: Dept Head/Accountant Approves

      PO Approver/Production Accountant

      Click Here
         

      only required if PO is $10,000 or more

      N

      Step 3: Producer Approves

      PO Approver 2

      		  
             

      **PO is committed to Cost Report by the Production Accountant

      		  

      Click Here
                   
       

      Vendors

      Y

      N

      Step 1: Submit Vendor

      PO Creator/PO Approver/Production Accountant

      Click Here
       

       

      		          
       

      Bills

      Y

      N

      Step 1: Submit Bill

      Production Accountant

      Click Here
                   
       

      Check Requests

      Y

      N

      Step 1: Submit Check Request

      Production Accountant

      Click Here
                   
       

      Journal Entries

      Y

      N

      Step 1: Submit Journal Entry

      Production Accountant

      Click Here
                   
       

      Bill Payments

      Y

      N

      Step 1: Submit

      Production Accountant 

      Click Here
         

      Y

      N

      Step 2: Approve (signature will be applied to the check)

      Check Run Approver

      Click Here

       

      Additional Features Enabled:

       

      Divisions 

      If you would like additional divisions added or another user given access as the division admin/department head, please reach out to clientsolutions@gslate.com. To learn more about divisions, click here.

      Division Name

      Division Admin
      Root Division (Project Name) Sandbox User
      Writers  
      Art  
      Construction  
      Grip  
      Electric