Contract Management
Electronic signatures and contract lifecycle management via DocuSign
DocuSign Integration
Send documents for signature with embedded signing experience, envelope status tracking, and webhook integration.
Deal Memo Management
Deal memo to contract conversion with variable substitution and multi-party contract support.
Template Management
Contract templates with anchor-based signature placement and bulk send capability.
Status Tracking
Real-time signature status tracking with webhook-based updates and completion notifications.
Onboarding System
Comprehensive talent onboarding with I-9 compliance and E-Verify integration
Document Packets
Configurable document packet management with magic link invitations and progress tracking.
I-9 Compliance
I-9 form completion (Section 1 & 2) with E-Verify submission integration.
Tax Forms
W-9 and W-4 form processing with direct deposit setup and document verification.
Batch Onboarding
Batch onboarding for multiple talent with document upload and onboarding progress tracking.
Payroll & Compliance
Union-compliant payroll processing with Vertex tax integration
Union Timesheet Processing
Support for SAG-AFTRA, IATSE, Teamsters, DGA with overtime, meal penalties, night premiums.
Multi-State Tax
Vertex integration for federal, state, local taxes with Canadian payroll support (CPP, EI).
Commercial Payroll
Session fees, holding fees, SAG-AFTRA commercial rates, and fringe benefit calculations.
Tours/Per Diem
Administrator-driven payroll entry for tours with multi-location work and travel day handling.
Call Sheet System
Auto-generation and multi-channel distribution
Auto-Generation
Auto-generation from project data with cast/crew call management and scene scheduling.
Multi-Channel Distribution
Email, SMS, Slack, and Teams distribution for mobile access.
Confirmation Tracking
Confirmation tracking with reminder notifications and PDF generation.
Location Management
Location management with directions and production notes integration.
Casting & Auditions
Complete casting workflow with Zoom integration for virtual auditions
Casting Calls
Casting call creation with role breakdown management and application tracking.
Zoom Integration
Zoom integration for virtual auditions with recording management and playback within UPP.
Audition Scheduling
Audition scheduling with callback round tracking and talent selection workflow.
Talent Management
Comprehensive talent profiles with skills tracking, availability calendar, and union membership.
Business Affairs Suite
Chain of Title, profit participation, music rights, and distribution
Chain of Title
Ownership documentation with verification status tracking and rights management.
Profit Participation
Waterfall calculations for profit participation tracking with distribution modeling.
Distribution Rights
Territory and media type tracking for distribution rights management.
Music Rights
Master/publishing splits for music rights and sync licensing management.
Creative Review System
Multi-format asset review with version control and approval workflows
Asset Support
Multi-format support (PDF, images, videos up to 500MB) with automatic versioning.
Annotation Tools
Annotation tools with coordinates and timestamped video comments.
Approval Routing
Approval workflow routing with multi-level approval chains.
AI Analysis
AI tagging, content analysis, compliance scoring, and brand guidelines integration.
Approval Workflows
Multi-level approvals with Slack and Teams integration
Timesheet Approvals
Timesheet approval workflows with multi-level approval chains.
Contract Approvals
Contract and asset approval workflows with routing rules.
Slack Integration
Slack approval cards with interactive buttons for approve/reject actions.
Teams Integration
Microsoft Teams adaptive cards with Action.Submit button interactions.
Security & SSO
Enterprise authentication with Okta SSO integration
Okta SSO
SAML 2.0 and OIDC/OAuth 2.0 single sign-on with just-in-time user provisioning.
Multi-Factor Authentication
2FA support with WebAuthn/biometric login options.
Role-Based Access
Production-level permissions with module-based access control and role mapping.
Audit Logging
Complete activity tracking with permission audits and compliance reporting.
Also Included
Additional functional capabilities in the UPP platform