It's important to ensure that the correct information is being entered each week when running Payroll. If you're ever unsure of where the information is coming from and how to confirm it, follow the steps below to validate the information that should be entered into each Pay Period.

💡 As a best practice, use two separate windows when validating information for Payroll; one window to find the information within Monograph, and another window to enter the information into Monograph Payroll.

To find a team member's Title and Pay Rate, first, navigate to the Team Directory ( Staff > Team > Directory) and click on their name to open their Employee Profile. From here, the Title can be found below the Title field, and the Pay Rate can be found under the Compensation section.

Hours logged by both Hourly and Salaried team members will be calculated automatically for review during the Payroll Run process.

Another way to find a team member's billable hours worked for a pay period is to use the Time Log with the same Services Through date range as the Pay Period. This will show all hours logged to all projects within the specified date range, so the following filters/grouping options will need to be applied.

Once the filters and grouping options have been applied, refer to the Employee and Total Hours columns for the total billable hours for each team member.

At this time, Additional Earnings such as Bonuses, Commissions, etc., cannot be tracked within Monograph and must be tracked internally. Please contact your Admin for more information.

Reimbursable expenses logged by both Hourly and Salaried team members within the Payroll's date range will be included for review during the Payroll Run process.

Another way to find a team member's reimbursable expenses for a pay period is to use the Expenses Report with the same Services Through date range as the Pay Period. This will show any expenses that have been logged to timesheets during the specified date range, so the following filters will need to be applied:

🚨 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.

If Time Off is enabled for your team and Company Holidays are set up, any approved Time Off requests for PTO or Sick Leave, as well as any applicable Company Holidays, by both Hourly and Salaried team members will automatically be pulled into Payroll for review during the Payroll Run process.

Admin users and users with "Can Manage Time Off" permissions enabled can review a summary of any Time Off requests by navigating to Time > Staff Time > Time Off Requests.

Another way to find a team member's PTO, Sick, or Holiday hours for a pay period, use the Payroll Report (navigate to Money > Costs > Payroll Report) with the same Services Through date range as the Pay Period. This will show a breakdown of any Overhead hours logged by each team member during the specified date range.

Once here, look for each column specific to each category that is used to track PTO, Sick time, or Holiday hours for the particular team member whose hours you're validating. These categories may vary depending on the Custom Overhead Categories that you have set up for your team.