If you are interested in obtaining access to a Sandbox, please reach out to sales@gslate.com or clientsolutions@gslate.com.
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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.
Default Approval Flow Matrix (click to download)
|
Feature |
Document |
Required Step (Y/N) |
Division Admin Step (Y/N) |
Steps |
Roles |
How To Article |
|
Start Work |
Start Form |
Y |
N |
Step 1: Prefill Start Form |
Start Work Admin |
|
| Y | N |
Step 2: Approve Start Form |
Digital Start Work Employee |
Click Here | ||
|
I9 |
Y |
N |
Step 1: Submit |
Digital Start Work Employee |
||
|
Y |
N |
Step 2: Approve I9 |
Start Work Admin |
|||
|
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 |
|||
|
Y |
Y |
Step 3: Line Producer or Dept Head Approves Hours |
Line Producer, Dept Head |
|||
|
Grossing Approval |
Y |
N |
Step 1: Submit Grossing |
Payroll Accountant |
||
|
Y |
N |
Step 2: Approve Grossing |
Line Producer |
|||
|
Accounting |
POs |
N |
N |
Step 1: Submit PO |
PO Creator |
|
|
Y |
Y |
Step 2:Approve PO |
PO Approver, Production Accountant, Key Accountant, Dept Head |
|||
|
**PO is committed to Cost Report by the Production Accountant |
||||||
|
Vendors |
N |
N |
Step 1: Submit Vendor |
PO Creator |
||
|
|
Y |
N |
Step 2: Approve Vendor |
PO Approver, Production Accountant, Key Accountant |
||
|
|
||||||
|
Bills |
N |
N |
Step 1: Submit Bill |
Bill/Check Request Creator |
||
| Y | Y | Step 2: Approve Bill | Bill/Check Request Creator/Approver, Production Accountant, Key Accountant, Dept Head | Click Here | ||
|
Check Requests |
N |
N |
Step 1: Submit Check Request |
Check Request Creator, Bill/Check Request Creator |
||
|
|
Y |
Y |
Step 2: Approve Check Request |
Bill/Check Request Creator/Approver, Production Accountant, Key Accountant, Dept Head |
||
| Petty Cash | N | N | Step 1: Submit PC | PC Creator | Click Here | |
| Y | Y | Step 2: Approve PC | PC Approver, Production Accountant, Key Accountant, Dept Head | Click Here | ||
| Card Payments | N | N | Step 1: Submit CP | Prepaid Card Employee | Click Here | |
| Y | Y | Step 2: Approve CP | Prepaid Card Approver, Production Accountant, Key Accountant, Dept Head | Click Here | ||
|
Journal Entries |
Y |
N |
Step 1: Submit Journal Entry |
Production Accountant, Key Accountant |
||
| Distribution Changes | Y | N | Step 1: Submit DC | Production Accountant, Key Accountant | Click Here | |
|
Bill Payments |
Y |
N |
Step 1: Submit |
Production Accountant, Key Accountant |
||
|
Y |
N |
Step 2: Approve (signature will be applied to the check) |
Check Run Approver, Production Accountant, Key Accountant |
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 |