Tips and Tricks! Approval Flow Admin

Workarounds/Solutions

• Make step skippable until department heads are hired.
• Make step not required for parent division and all documents submitted there until department heads are hired.
• Give another user on production access to approve for all divisions temporarily.

Workarounds/Solutions

• Once divisions are added, move the members and their documents to the appropriate divisions.  Do not use Add Member because then they will have still have the option to submit their documents to the parent division leading to their documents not going to their department head for approval.

• Make step skippable until the approver is hired.
• Give another user temporary access to approve on that step.

Workarounds/Solutions:

• Confirm with Project Setup or review the Approval Flow Steps grid to verify which employee roles should be used on your project.
• If employees are invited with the incorrect role, update their role from the Users grid then add a new start form.

Workarounds/Solutions:

• Send the Movie Magic file to Project Setup and they will upload and enable the accounting features.  
• If the chart of accounts is the same as another project, let Project Setup know and they can copy to the new project.

Workarounds/Solutions:

• Project Setup can add an “Accounting Edits” step to the approval flows between the other approver steps allowing them to edit as needed. 

Workarounds/Solutions:

• Project Setup will send a confirmation email once the setup is complete and the project can be utilized. 

Workarounds/Solutions:

• Send custom forms to Project Setup as soon as available and wait to onboard if possible until they are uploaded.
• Instruct the already onboarded employees to log in and complete the additional forms on their start work packet. 
• If the forms are part of the start form, a new start form will need to be prefilled and the employee will be notified to approve. 
• If the custom form is set up as stand alone, Project Setup can add an optional first step to the approval flow with an approver(s) assigned who can complete the initial submission of the form so that the employee will then receive a notification that it is pending their review/completion. 

Workarounds/Solutions:

• Send agreements to Labor Relations as soon as possible so the unions are enabled on the project prior to onboarding employees.
• Onboard the employees as non union and once unions are added, paymaster can update their union status and adjustments will be processed. Note that the PDFs of the start work will still reflect "Non Union" if the paymaster makes the updates.
• Prefill new start forms to the employees once the unions are added to update their union status. The start work PDFs will then show the appropriate union.

Workarounds/Solutions:

• Reach out to GreenSlate Support to confirm if the contract is set up and/or if there is a setup issue on the position.
• If the contract is not enabled for auto grossing, the timecard will need to be manually grossed.  Using Copy From to copy a prior week’s timecard can make the manual process more efficient. 
• If the contract is enabled, and the employee was switched from non union to union, the already submitted timecard will need to be manually grossed however, the following week’s timecard will auto gross. 

Workarounds/Solutions:

• Project Setup can provide a user with access to submit on the employee step and bypass the Submit on Behalf step.  (Note that if this is a user who can submit on behalf of all employees, any timecard they submit will not require the approval of the employee.  To avoid this, they can use an additional email address to create a separate login to be used for the purpose of bypassing the employee approval.)

Workarounds/Solutions:

• Wait to submit a document until the approval flow change request is completed.
• Delete a pending document and resubmit so it goes through the new approval flow.

Workarounds/Solutions:

• Instruct approvers on which codes to select.  
• If an incorrect code is selected, payroll accountant can update on timecards, and the accountant can update transactions/POs.

Workarounds/Solutions:

• Add additional set codes via Manage Code Types. 

Workarounds/Solutions:

• Clear the cache and cookies on your browser.

Workarounds/Solutions:

• Create an account at the top of the chart of accounts with the description of PLACEHOLDER and instruct the crew to use that account.  Accounting can update as the transaction is being approved or after it is fully approved and unposted.