Setup Progress and Approval Status
How your Dashboard reflects company setup progress and Greenroom's approval review
There's no separate task list on the Dashboard anymore — the real setup checklist lives on its own Company setup page. What the Dashboard shows is a summary of where that checklist stands: a banner while you're not yet approved, and a status chip in the top bar. This page covers both — the checklist itself, and what its progress looks like from the Dashboard.
The one thing company approval gates is running payroll. Setup, adding payees, and everything else in Greenroom works before Greenroom approves you — there's no reason to wait before you start.
The setup checklist
Open Company setup — from the Dashboard banner, or the sidebar item that appears while you're unapproved — to see it. It's five stages, presented as a numbered, expandable list: click a stage to open its form inline, save, and it checks off with a green checkmark.
| # | Stage | Checks off when |
|---|---|---|
| 1 | Production info | Company name, FEIN, and business address are all on file |
| 2 | Pay schedule | A pay frequency and starting check number are set (from Settings → Company) |
| 3 | Unions on this production | At least one union is selected, or the production is confirmed non-union |
| 4 | Bank & checks | A funding account is on file, encrypted at rest |
| 5 | Payroll provider | An authorized signer is saved for Check, our payroll partner |
The page header reads "X of Y stages complete," where Y counts only the stages that are actually required for your company. The Payroll provider stage is the one exception: it only counts toward that total if Check is connected in your environment — if it isn't, the stage still shows on the checklist, it just doesn't block you from submitting.
Submitting for review
Once every required stage is done, Submit for review becomes clickable. Before that, it's greyed out with a tooltip explaining that every required stage needs to be finished first. After you submit, the button and banner disappear and a status badge takes over instead — there's nothing further to click while Greenroom is reviewing.
If Greenroom sends your company back with changes requested, their notes appear directly on the Company setup page, and the button reappears as Resubmit for review once you've addressed them.
What the Dashboard banner tells you
The Dashboard banner (and the matching chip in the top bar) mirrors exactly where your company is in that process:
| Your status | Banner headline | What you can do |
|---|---|---|
| Not yet submitted | "Finish company setup, then submit for review" | Click through to Company setup and keep going |
| Submitted / under review | "Submitted — Greenroom is reviewing your company" | Nothing needed — you'll be notified when it's done |
| Changes requested | "Changes requested — see the reviewer's notes" | Read the notes on Company setup, fix them, resubmit |
| Approved | (no banner — it's gone) | Run payroll is unlocked |
Common issues
A stage won't check off. Reopen it and look for a validation error — most often a required field left blank (FEIN, address, an account number) rather than something wrong with what you entered.
Submit for review is greyed out. Hover it — the tooltip names what's still open. Check the "X of Y stages complete" count in the page header against the checklist to spot which stage is missing.
The Payroll provider stage feels stuck. This is normal if Check isn't connected in your environment yet — it's not required in that case, and shouldn't hold up submission. If Check is connected and it's still not checking off, confirm the authorized signer form was actually saved, not just filled in.
Changes requested but you don't see notes. Refresh the Company setup page — the reviewer's notes render there directly, not on the Dashboard.
Next steps
Return to the Dashboard Overview for the rest of what's on your dashboard, continue to Company Setup to work through the checklist itself, or get started on Payee Onboarding in the meantime.