Setting up Monograph Payroll is easy to complete and takes place within your existing Monograph account.

Continue reading to learn more about how to get started!

🚨 Only users with an Admin permission level are able to enroll in and set up Payroll.

Once the enrollment process is complete, navigate to the Money > Costs > Payroll > Onboarding. From here, click Finish setting up payroll to add your company details and complete the setup process.

A pop-up will appear prompting you to enter the Authorized company signer's Title and Contact Information. This will automatically be prefilled with your existing Admin details. After the information has been verified or changed if needed, click Save.

Next, a new page will appear asking you to review Check's Payroll User Service Terms, as Monograph Payroll is powered by Check. After reviewing the Terms, check the box and click Get Started.

From here, you'll go through Check's setup process, beginning with filling in any remaining company details. This includes fields such as Industry, Company type, Company phone number, Company website, and how many employees you pay.

Next, you'll move on to authorize Check to debit payroll funds from your bank account by connecting via Plaid or using a manual connection method.

If you choose to manually enter your bank account information rather than going through Plaid, select "Provide Account Details" to enter the routing and account numbers that should be used for funding Payroll.

Monograph uses Plaid to securely connect to your company’s bank account. Review Plaid's End User Privacy Policy and then click Continue to go through Plaid's connection process and enter your bank information.

After entering your bank information, click Continue to move on to the Tax Setup. Once here, complete the Federal Tax Forms by clicking Start.

Once the Federal Tax Forms are complete, click Next to complete the Authorization Forms. This is where you'll authorize Monograph and Check to process your payroll, as well as enter a required Payroll Start Date.

After completing the Authorization Forms, click Continue to finish up the setup process and be taken back to the Payroll Onboarding screen. This will update to show that the setup process is complete.

Before moving on to adding employees, you'll first want to update your Company Details.

🎓 Move on to this guide for more information on updating Company Details.