In the GreenSlate app, a Loan Out Start Packet refers to the page that contains all documents tied to your loan out company:
I9
W9
All Start Forms
All Custom Forms
A user can have multiple Loan Out Companies on their profile.
There can only be one Loan Out Start Packet per Loan Out Company.
A Loan Out Start Packet can contain multiple Start Forms.
1. Fill Out Loan Out Start Work
From the left navigation menu, click Loan Out Start Work Packets.
2. View Loan Out Packet
Using the Actions drop-down, select View Loan Out Packet.
3. Upload Required Forms
Click the Add button to upload your I-9 documents. This section may not be required for all loan outs.
4. Review Start Form
Click Review to open and review your start form.
5. Confirm the Start Form details
Review the start form and confirm the information is correct.
6. Upload Files
Click Upload to add any relevant files.
7. Click Approve
If everything is correct, click Approve. If something is not right, click Reject and leave a rejection reason. Then select the step to reject the start form and return it to a previous approver.
8. Complete any Required Documents
If applicable, review and approve any additional required documents.
9. Finish Loan Out Start Work Packet
Click Ok to close your Loan Out Start Work Packet.
That's it. You have successfully submitted a Loan Out Start Work Packet. If you have any questions or need more help, please visit our Help Center or reach out via email or chat.
To view an existing packet, click LOAN OUT START WORK PACKETS, then click VIEW from the Actions drop-down menu.
If you have already created a Loan Out Start Packet and see a Start Form appear on the Individual Project Start Work page, contact Production to have the Start Form assigned to your Loan Out packet. If a timecard is mistakenly submitted under the individual profile instead of the loan-out company, ensure that the individual start form is archived to prevent future errors. This can be done by navigating to Digital Start Work, locating the employee’s entry without the Loan Out Name, clicking the employee's name, and selecting Archive from the Actions dropdown.