🎉 Welcome to Monograph Payroll!
Payroll in Monograph makes managing your day-to-day firm operations as simple as possible.
Continue reading to learn how to get started and for more information about the implementation process.
Talk to us!
If you're interested in Monograph Payroll, you'll first need to schedule time with a member of our team. If you haven't already done so, click the button below to schedule a call.
Stage 1: Introduction
Our payroll services are available exclusively to US-based customers, excluding Puerto Rico. To kick off your journey with Monograph Payroll, we recommend scheduling a product demo with a member of our Payroll Team. This demo will help you explore the features and functionalities, ensuring Monograph Payroll aligns with your operational needs.
If you find that Monograph Payroll is the right fit for your operations, the next step involves introducing you to our Implementations team. They will guide you through the onboarding process, ensuring a seamless transition onto our platform.
Stage 2: Onboarding
Monograph Payroll's onboarding process comprises three main parts:
Implementation
Migration
Validating Payroll & Submission
🚨 During our onboarding process, we strongly advise against canceling your services with your current payroll provider. After successfully completing your first payroll run on Monograph Payroll, we will provide you with instructions on how to terminate your current services.
📌 The average duration for our onboarding process is around 2.5 weeks.
However, the speed of completion is entirely up to you, as the process is designed to be self-guided. Some customers finish onboarding within 1-2 business days after being introduced to the process, while others may take the full 2.5 weeks.
Part 1) Implementation
During this part of your onboarding, you'll meet with our Implementation Team, your primary contact throughout onboarding. The team will help you determine the best payroll schedule, guide you through Monograph application onboarding tasks, and set expectations for a timely onboarding process.
Onboarding action items covered during the call include:
Setting up workplaces based on your team's modality (e.g., In Office or Remote/Fully-Distributed).
Inviting/Adding Employees and Contractors to Monograph Payroll.
Guiding Employees and Contractors through personal onboarding modules (e.g., Adding direct deposit information and completing tax withholding forms).
Assisting with the Company Onboarding module (e.g., Adding company banking details, completing tax forms, signing authorization forms).
Part 2) Migration
A data migration applies if you are transitioning to Monograph Payroll mid-year. The Implementation Team works closely with you to gather year-to-date historical payroll information for the current calendar year and migrate it to Monograph Payroll. This data migration ensures the production of necessary tax forms (e.g., W-2s, 1099s) at the end of the year.
If a migration is required, the team requests Accountant Permissions to your current payroll provider to pull necessary payroll journals for the data migration. The migration process differs for closed and open quarters, with adjustments based on your desired start date.
Closed Quarters Example: If your desired start date is 4/15, and you've used a separate payroll service for Q1 (Jan 1st-Mar 31st), the team imports your Q1 Wage Report to Monograph Payroll.
Open Quarters Example: If your desired start date is 3/15, during an open quarter, the team pulls data by check date up to your last payroll run to align with your 3/15 payroll.
No data migration is necessary if you start Monograph Payroll on January 1 of a new calendar year.
Part 3) Validating Payroll & Submission
In this final part of your onboarding lifecycle, the focus is on validating payroll data to ensure accuracy before submission.
If you are migrating from a previous provider, this involves comparing data with your current provider to confirm parallel calculations for taxes and deductions.
Without migration, the validation ensures correct set-up for pay rates, benefits, taxes, and deductions. Once confident in the accuracy of payroll numbers, the team proceeds with the first payroll submission.
After a successful first payroll run, the Implementation Team provides instructions on terminating services with your previous payroll provider, if applicable.
Stage 3: Graduation
Once you've successfully processed and paid out your first payroll run on Monograph Payroll, you have officially graduated from the Onboarding lifecycle!
Upon reaching this stage, our Implementation Team will provide detailed instructions on terminating services with your current payroll provider, if applicable. Simultaneously, they will facilitate a smooth transition, transferring your ongoing support needs to our dedicated Payroll Support Team.
Firms on the Grow plan will have access to our Support team via the in-app Chat button or by emailing [email protected], as well as will be able to email their dedicated Customer Success Manager for assistance.
Firms on the Track plan will have access to our Support team by emailing [email protected].
📚 For additional support resources, check out the Payroll collection in our Help Center.