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