Sandbox Project Setup
      Back to home
      1. Help Center
      2. Templates/Other Information
      3. Sandbox Project Setup

      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