Skip to content
Talk to Sales

    Upcoming Webinars

    Join our live training sessions and learn how you can fully leverage all of GreenSlate’s features to save time and work more efficiently.

    Mondays
    2:00-3:00pm
    EST
    11:00-12:00pm
    PST
    Key Accountants

    Budget Tracking and Reporting

    • Chart of Accounts
    • Code types and reporting
    • Making budget changes
    • Cost reporting
    • Tax credit summary
    • General Ledger
    • Making PO and transaction edits
    • Closing the period
    • Running accounting reports
    Wednesdays
    1:00-1:30pm
    EST
    10:00-10:30am
    PST
    Prepaid Card Admins

    Managing Prepaid Cards

    • Setting up a prepaid card for an employee
    • Submitting/approving a card payment envelope
    Fridays
    2:00-2:30pm
    EST
    11:00-11:30am
    PST
    Accounting Department Heads

    Managing Department Accounting Approvals

    • Submitting/approving POs
    • Submitting/approving bills/check requests
    • Submitting/approving card payments
    • Submitting/approving petty cash
    Wednesdays
    3:30-4:00pm
    EST
    12:30-1:00pm
    PST
    Approval Flow Admins

    Managing Approval Flows, Access, and Divisions

    • Adding/removing user roles
    • Division manage grid: Making a division admin, moving/removing/adding a division member
    • Division members grid: Moving documents
    • Approval change requests
    Mondays
    3:30-4:15pm
    EST
    12:30-1:15pm
    PST
    ASSISTANT ACCOUNTANTS

    Accounts Payable

    • Submit/edit vendors
    • Editing/voiding purchase orders
    • Submit/approve bills/check requests
    • Editing/voiding/DC bills/check requests
    • Bill payments
    Wednesdays
    2:30-3:15pm
    EST
    11:30-12:15pm
    PST
    ASSISTANT ACCOUNTANTS

    Managing Purchase Orders

    • Effective date/transaction date
    • PO statuses
    • Submitting/approving/committing
    • Editing/voiding purchase orders
    • Amending a purchase order
    Mondays
    4:30-5:00pm
    EST
    1:30-2:00pm
    PST
    ASSISTANT ACCOUNTANTS

    Posting Payroll

    • Post payroll grid
    • Re-coding/bulk edit
    • DC changes/edit payroll transactions
    • Post GreenSlate payroll bill
    • Post GreenSlate payroll bill payment
    • GreenSlate over/under account
    Tuesdays & Thursdays
    2:00-3:00pm
    EST
    11:00-12:00pm
    PST
    Start Work Admins

    Managing Start Work (U.S. clients only)

    • Making an offer to a crew member
    • Approving start work
    • Rerates/adjusting roles
    • Resending invites/sending email reminders
    • Exporting a crew list/PDFs
    Tuesdays & Thursdays
    3:30-4:30pm
    EST
    12:30-1:30pm
    PST
    Payroll Accountants

    Managing Timecards

    • Submitting/approving timecard hours
    • Sending email reminders
    • Submitting grossing/HTG
    • Splitting timecards
    • Batching/requesting previews
    • Approving/rejecting the payroll preview
    • Downloading reports/PDFs
    • Posting payroll
    Fridays
    1:00-1:30pm
    EST
    10:00-10:30am
    PST
    Payroll Department Heads

    Managing Start Work/Timecards by Department

    • Approving start work
    • Verifying I-9s
    • Approving start forms/deal memos
    • Resending invites/sending email reminders
    • Submitting/approving a timecard
    Wednesdays
    4:30-5:00pm
    EST
    1:30-2:00pm
    PST
    Human Resources

    Managing Trainings and Employee Reports

    • Assigning/managing trainings
    • PTO Tracker
    • Payroll earnings history reports
    • Employee positions/diversity grids
    • Payroll detail reports
    • Company employee reports
    Wednesdays
    3:30-4:00pm
    EST
    12:30-1:00pm
    PST
    Approval Flow Admins

    Managing Approval Flows, Access, and Divisions

    • Adding/removing user roles
    • Division manage grid: Making a division admin, moving/removing/adding a division member
    • Division members grid: Moving documents
    • Approval change requests
    Fridays
    3:30-4:30pm
    EST
    12:30-1:30pm
    PST
    PAYROLL ACCOUNTANTS

    Hours to Gross

    • Start form/deal setup
    • Timecard grossing phase
    • Timecard overview
    • Auto Hours-to-Gross
    • Grossing edits & manipulation
    • Current HTG contracts available
    • Resources
    Thursdays
    1:00-1:30pm
    EST
    10:00-10:30am
    PST
    Crew Members

    Managing Your Profile, Start Work, and Timecards

    • Submitting your personal info
    • Opting in for digital tax docs
    • Submitting your I-9 and W-4
    • Approving your start form/custom forms
    • Setting up “My Payment Settings”
    • Changing your email address/email settings/signature/password
    • Submitting an hourly/non exempt timecard
    • Submitting a weekly or daily/exempt timecard
    • Viewing timecard PDFs/check copies
    Wednesdays
    2:00-2:30pm
    EST
    11:00-11:30am
    PST
    Crew Members

    Submitting Crew Expenditures

    • Submitting a PO
    • Submitting a check request
    • Submitting a petty cash envelope/advance
    • Submitting a card payment envelope