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 a six-stage wizard: a clickable progress bar across the top (jump to any stage directly, in any order), one stage's form shown at a time below it, and Back / Save and continue buttons to move between them — Save and continue writes the stage's unsaved edits before it advances, and stays put if they're refused. A stage checks off with a green check on the progress bar once its form is saved and complete.
| # | Stage | Checks off when |
|---|---|---|
| 1 | Business info | Company name, FEIN, full business address, business type, phone, expected payee count, and expected start date are all on file |
| 2 | Pay schedule | A pay frequency and starting check number are set (from Settings → Company) |
| 3 | Production & unions | A production type (Broadway, Off-Broadway, or Development) is chosen, and 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 | State tax registrations | SUI and withholding IDs are on file for your primary state — marking them "applied for" satisfies this too, a real ID isn't required yet. Your unemployment rate is not required to check the stage off, but if it's missing the stage says so in money terms: "we're calculating at our provider's default — if your state assigned you a higher rate, you'll owe the difference." |
| 6 | 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.
Business info and Production & unions grew a few fields over time (business type, phone, expected payee count and start date; a Broadway/Off-Broadway/Development production type). None of it is a gap on your end — earlier in the product's life these stages asked for less.
Submitting for review
The submit button lives on the last stage of the wizard (Payroll provider), not as a separate control below the checklist. Once every required stage is done, it reads Submit for review and is clickable. Before that, clicking it doesn't just sit there disabled — it validates instead: you're jumped to the first incomplete required stage, and a summary lists every required stage still open, each one a link straight to it. After you submit, the button is replaced by a status badge — 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.
Your company's standing with Check, our payroll provider, can also block a run even after you're approved — if Check has closed, suspended, or declined to verify your account, Run Payroll shows what happened and tells you to contact Greenroom. This is separate from (and on top of) Greenroom's own approval.
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. Jump back to it on the progress bar 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 won't go through. Click it anyway — it won't just sit there. You're jumped to the first incomplete required stage, and a summary lists every required stage still open with a link to each. Check the "X of Y stages complete" count in the page header against the checklist too, 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.