Dashboard Overview

Your Dashboard shows where your production stands, what needs attention, and what's happened with payroll so far. Its actions depend on your team role. The setup checklist itself lives on a separate Company setup page; see Setup Progress and Approval Status for how the two connect.

Greeting and primary action

At the top, Greenroom greets you by first name ("Good morning, Jordan") along with your company name and show name. As an Admin or Payroll teammate, you get Run payroll, or Resume payroll if a run is underway. As an Approver, an open run gives you Review payroll when it's in review, or Open payroll at another stage. You don't get a button to start a run.

While your company is waiting on approval

If Greenroom hasn't approved your company yet, a banner appears below the greeting. Its wording changes with where you are in the process:

The banner's Company setup links are shown to Admins. Your role still determines which actions you can take while the company is under review: Admin and Payroll can work on payees and packets; only Admin can finish company setup. Once Greenroom approves your company, the banner disappears.

While setup answers are still missing

Approval doesn't always mean every setup answer is in. A company Greenroom creates for you is normally approved as it's created, before you've answered most of setup. If you're an Admin, once your setup is under review or approved, a Finish company setup card appears near the top of the Dashboard while a required answer is still missing. It names what's left, for example "Still needed: Bank & checks, State tax registrations.", and Continue setup opens the first of them: Company setup while Greenroom is reviewing, or the Settings tab that holds it once you're approved.

The card goes once every required answer is in, and it doesn't appear at all once one of your payrolls is paying out or paid. Before you submit, and while changes are requested, the banner above already links to Company setup, so the card stays out of the way. See Finishing setup after approval for what counts as missing.

What needs action, near the top

The Dashboard gathers what waits into one list near the top, each row a step with its way there. It holds setup status and the steps still needed before payroll:

• State tax registrations shows while a state tax answer isn't confirmed with our tax partner. It reads Not sent yet before anything has gone to our tax partner (expected until Greenroom approves your company), then Sent to our tax partner with a count of the items still pending and their names. After approval it follows the State tax registration status card on Settings → Company: it isn't shown while everything still pending waits for your first employee, which nothing can send sooner, and the registration status there says so. While Greenroom can't read your registrations from our tax partner, it shows whenever an answer isn't confirmed. An Admin gets Review state tax details to open that stage.
• EFT debit PIN outstanding, marked Open item, appears for Admins if you told setup that your New York PrompTax PIN hasn't arrived yet. It doesn't hold up payroll; use Add EFT PIN when the PIN arrives.
• Before your first payroll (or Before your next payroll once you've run one) appears while a blocking step remains; before the first payroll, it also stays while our tax partner's final review is pending. It groups the work under your signer, our tax partner, and You, and shows any available action beside the step. Funding-account verification appears here under Our tax partner, with the expected wait; an Admin handles setup changes.

The same checklist includes Our tax partner's final review, with Not started, In review, or Done; Not confirmed means Greenroom still needs its status. Greenroom automatically sends the company for this review once setup is ready. While only final review remains, you can prepare payroll, send it for approval, and record approvals. Submission to our tax partner waits for the review to finish.

Before you have any payees

A brand-new company sees "Let's get [your show] ready for payday". Admin and Payroll get an Add payees button. An Approver sees "Your Payroll and Admin teammates add the cast, crew and vendors here."

Once you have payees

With payees on the roster, the Dashboard fills in:

Alerts. The same list leads with them. If a payroll run is currently open, including an approved run awaiting submission, a row links back into it. After Send for approval, an eligible teammate who hasn't approved the current version sees Waiting for your approval — GR-2026-0003; each of the run's preparers sees Waiting on approval — GR-2026-0003. Both open Submit Payroll. Other open-run states use Payroll in progress — GR-2026-0003. The final required approval submits automatically. If submission is refused, the approval stays recorded and the run remains available to finish. If any payees haven't finished onboarding yet, a second row shows how many, with a small progress bar — those payees are automatically excluded from payroll runs until they're done.

If our tax partner refuses a payee's mailing address, a row headed [name] needs attention appears before those alerts. It says what couldn't be verified and opens the payee's page. The notice stays until our tax partner accepts a correction. An Admin or Payroll teammate follows the correction steps there; an Approver reads "Ask a Payroll or Admin teammate to correct it."

Company snapshot. Your payroll figures at a glance, with comparisons to the prior run in green (up) or red (down) where a comparison makes sense:

A payroll our tax partner voided after submission isn't counted as paid: Last run gross, Last run net, Fringe last run and YTD gross leave it out, and so does the Payroll spend chart below.

Company snapshot

Last run gross

$18,240+$740

Sep 28 – Oct 4, 2026

Last run net

$13,905+$520

Active payees

24

18 Employee · 4 Loan-out · 2 Contractor

Fringe last run

$3,110−$65

YTD gross

$212,600

Next check #

5043

Payroll spend. Under Recent payrolls, Show spend by payroll opens a bar chart of your paid runs' gross pay, up to the last 12, with a dashed line at their average so an unusually high or low week stands out. Once there are two paid runs, the chart's title says how the latest compares, for example "Last week ran $1,240 above the 6-week average". Hide spend by payroll folds it away again.

Recent payrolls. A short table of your latest runs — code, status (Draft, In review, Approved, Processing, Paying out, or Paid, or Voided for a payroll our tax partner voided after submission), and gross pay — with a link through to the full payroll history. A footer row totals the gross of the runs shown, labelled with how many that is ("Last 5 runs · gross") — it's the sum of what's on screen, a voided payroll included, not of your whole history.

Best practices

• Read the list near the top before you start a payroll. The approval banner, Finish company setup, State tax registrations and the first-payroll checklist each say what's still open, and where there's something for you to do, they link straight to it. Unconfirmed saved state-tax answers alone do not block payroll.
• Use the "payees not onboarded" alert to catch stragglers before you try to run payroll and find them excluded.
• Glance at the payroll spend chart before submitting a run — a bar that's way off the average line is worth a second look before you approve it.

Next steps

Continue to Setup Progress and Approval Status to understand company setup and the approval banner in more depth, or head to Company Setup to begin configuring your production.