After all of your employees have been onboarded for Payroll, you can set up your payroll runs by clicking on the Payroll tab at the top of the Payroll page. This is where you'll start payroll each week and can also see a list of any historical, scheduled, or drafted Payroll runs.

After navigating to Payroll (Money > Costs > Payroll > Payroll tab), click on Start Payroll to begin entering your payroll run details.

To start, you'll first be prompted to review Hourly employees' time and any reimbursable expenses entered on timesheets. Later on, you'll have the opportunity to manually add any additional earnings, other reimbursements, and time off, as well as see all salaried employees' payroll details.

This step will allow you to review the time logged in Monograph for any Hourly employees. Clicking on a team member will expand to show a link to their timesheets entered for the week specified.

If any hours need to be reviewed in better detail, click on any of the dates shown to open that team member's timesheets for the specific week.

Once the hourly employees have been reviewed, click Next: Reimbursable Expenses to move on to Step 2.

This step will allow you to review all reimbursable expenses that were entered in Monograph for any team members within the date range of the Payroll run. Clicking on a team member will expand to show a link to their expenses entered for each specific date.

Click on any of the dates shown to open the specific timesheet where the reimbursable was included. You can also download any attachments (if attached) by using the Download button.

Once both steps have been reviewed, click Next: Create Payroll to see all employees and contractors who are included in that payroll run.

Here, you'll have the option to manually enter or adjust any earnings, reimbursements, and time off before finalizing payroll.

🚨 Once a reimbursable expense is added to Payroll and paid to the employee, it will automatically update to show as Paid in the Expenses Report, using the date that payroll was submitted as the "Reimbursable" date.

To manually enter the Regular Earnings, first, click Configure a Pay Rate to enter their Job Title and Hourly Rate. Click Create Pay Rate once complete.

Team members can have multiple Pay Rates associated with themselves. If multiple Pay Rates have been created, you'll have the option to select which Pay Rate should be used.

If any Additional Earnings, such as Bonuses or Commission, should be included, the Earning Type and dollar amount should be added under the Additional Earnings tab. Click Save Additional Earnings once complete.

Finally, Reimbursements that have been logged by your team can also be entered within the Reimbursements tab. Click Save Reimbursements once complete.

After all three tabs have been filled out with the necessary information and saved, you'll be prompted to enter the hours that were worked during the pay period.

If any PTO, Sick Leave, or Paid Holiday hours were taken, this should also be included in the Time Off column. If Time Off is enabled for your team, these hours will be pulled into Payroll automatically once any approved time off requests are registered. If Company Holidays are set up, they will appear automatically as Holiday hours.

Once all of the necessary payment details have been added, click Preview Payroll in the upper right corner. You can also click Save Draft if it's not quite ready.

After clicking Preview Payroll, you'll have the opportunity to review all pay information a final time prior to submitting. Once the pay run information is finalized, click Submit Payroll to submit!

Once Payroll is submitted, a pop-up will appear to let you know that it is being processed.

🎓 Looking for best practices for validating timesheets for payroll? Learn more

If you miss your payroll approval deadline or need to run a one-off payroll, you will need to create a manual off-cycle payroll. This can be accomplished by Selecting the Off Cycle Payroll button in the upper right corner of the Payroll page.

A pop-up will then appear, prompting you to enter the Pay period and Pay date, as well as options for taxing all earnings as supplemental earnings and applying benefits and/or post-tax deductions if they should be applied to the off-cycle payroll.

Click Start Payroll once all of the applicable selections have been made.

After the Off-cycle payroll has been created, you will need to verify any employees' time and reimbursable expenses. To note: if any employees' hours or reimbursable amounts appear here that should not be included in the off-cycle payroll, they can be removed before submitting payroll.

Once you've reviewed both, click Next: Create Payroll to manually enter the applicable earnings and other information needed for the payroll. You can edit the totals that any team members are being paid by clicking on the Expand button for an employee to edit their earnings, reimbursements, or time off.

Once complete, this can be saved as a Draft until a later time or can be Previewed prior to Submitting.

After clicking Preview Payroll, a summary of all employees who are included on the one-off payroll will appear. Click Submit Payroll to finalize.

🎓 If you need to further validate hours or other information included in Payroll, click here to learn more about the areas to reference within Monograph.