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

Accounting

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
        **Vendor is committed by the 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